Author | Lightnews

Pinebrook @pinebrookcap.bsky.social · 6d

Maybe it's different this time.

Good luck on Fed Vortex Hell Trading Day.

Pinebrook @pinebrookcap.bsky.social · 6d

The odds of this gold correction being over don't look good to me.

Finally, over the past decade gold basically hugs and reverts back to the 50dma. We have a few hundred points to go.

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Pinebrook @pinebrookcap.bsky.social · 6d

Average peak to trough was 5-months.

Remove the 17-month tail and that number shrinks to 3-months.

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Pinebrook @pinebrookcap.bsky.social · 6d

Here is a table that shows the top 11 peak to troughs since this secular bull started in 2006.

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Pinebrook @pinebrookcap.bsky.social · 6d

Gold caught an overnight bid. Hearing some people are dipping in. Dovish Fed, blah blah.

Here's a chart with price action from the last 10-days.

Classic lower highs, weakening bounce.

Whatever. It's a chart.

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Pinebrook @pinebrookcap.bsky.social · 12d

Thank you to my subscribers and followers who’ve shown nothing but positive feedback and support.

Made Substack’s “Top 20 rising in finance”.

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Reposted by Pinebrook

Pinebrook @pinebrookcap.bsky.social · Sep 26

2 years and 165 posts later. 👇

The good the bad and the ugly. With embedded links and paywalls removed.

www.pinebrookcap.com/p/anniversar...

Anniversary Retrospective

Pinebrook’s Substack Turns 2

www.pinebrookcap.com

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Pinebrook @pinebrookcap.bsky.social · Sep 26

2 years and 165 posts later. 👇

The good the bad and the ugly. With embedded links and paywalls removed.

www.pinebrookcap.com/p/anniversar...

Anniversary Retrospective

Pinebrook’s Substack Turns 2

www.pinebrookcap.com

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Reposted by Pinebrook

George Pearkes @peark.es · Aug 14

@ljkawa.bsky.social @michaelsantoli.bsky.social @nosunkcosts.bsky.social @mpaulmcnamara.bsky.social @ivanthek.bsky.social @pinebrookcap.bsky.social @nicholasabrown.bsky.social @emcreditfund.bsky.social @bancsutherland.bsky.social etc

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Pinebrook @pinebrookcap.bsky.social · Aug 18

From behind the paywall.

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Pinebrook @pinebrookcap.bsky.social · Aug 18

Follow up note on the labor market after my discussion with @econberger.bsky.social

www.pinebrookcap.com/p/us-economi...

U.S. Economic Growth Update

Jackson Hole Edition

www.pinebrookcap.com

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Pinebrook @pinebrookcap.bsky.social · Aug 18

Why do you say that? Earnings and margins are the best real time productivity indicator and they are on fire.

Pinebrook @pinebrookcap.bsky.social · Aug 18

Dm me and I will comp you a sub.

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Pinebrook @pinebrookcap.bsky.social · Aug 14

This was my view back on May 11th and still my view now.

The narrow window for a cut was in June.

Oh see that 6500? 😂

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Pinebrook @pinebrookcap.bsky.social · Aug 13

Lots of free degen content here.

www.pinebrookcap.com/p/market-com...

Market Commentary

L’État du Marché

www.pinebrookcap.com

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Reposted by Pinebrook

Guy Berger @econberger.bsky.social · Aug 12

Dave Cervantes (@pinebrookcap.bsky.social ) is one of my fave people on FinTwit, and we've had an offline and ongoing conversation about macro for quite some time. (He can confirm how often I'm wrong.)

Nice to share some of that convo with the rest of you!

www.pinebrookcap.com/p/guy-berger...

Guy Berger Joins Pinebrookcap for a discussion about the U.S. labor market.

Get after future potential evolutions.

www.pinebrookcap.com

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Pinebrook @pinebrookcap.bsky.social · Aug 12

Been a while since I’ve shown my face here. want to share a link of a podcast I did with @econberger.bsky.social where he shares his views on the current state of the U.S. labor market.

No paywall!

www.pinebrookcap.com/p/guy-berger...

Guy Berger Joins Pinebrookcap for a discussion about the U.S. labor market.

Get after future potential evolutions.

www.pinebrookcap.com

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