Macro newsletter
Pinebrook Capital (David Cervantes): review of price, cadence & strategy
Research on the US business cycle, interest rates and central bank policy, with a view at the end of each note.
This publication is the research behind Pinebrook Capital Management, a boutique asset manager run by David Cervantes. It follows the US business cycle, interest rates and central bank policy, and each note ends with a view and, where there is one, a position. He previously worked in fixed income sales at Morgan Stanley. Prices are the publication's web subscription prices on Substack.
Want to see what you get before paying? Read recent issues in the official archive.
Facts checked on 2026-10-22 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.
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