David Cervantes Predictions
Founder of Pinebrook Capital Management
Track David Cervantes's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
- Grading involves judgment and may not always be clear-cut.
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[14:56] So I would say bonds would are more likely to suffer than any other asset class out there.
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[0:00] We are nowhere near a bare market. Not not even by a moonshot close.
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[2:46] Q3 we're looking at you know kind of coming back on getting supplies back online that's a transitional phase with some acceleration in Q4.
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[18:45] My my view is the Fed's not going to do anything. It's too early. Um cut or hike, it's too early
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[13:30] I think late in the year, uh, there will be kind of I'm not calling for a hike. I'm actually calling for nothing to be done, but the Fed will start communicating and start leaning uh, hawkish towards the end of the year
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[29:18] I'm inclined to up and the reason is uh these physical shortages they're not going to be resolved... So, the answer is up.
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[29:51] Uh the answer is by the end of the year down. I think CPI or PC, whichever one you want to measure, they will peak around uh August.
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[28:41] S&P 500 up or down by the end of the year? Up.
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[28:38] Uh zero to negative is my bias is the answer.
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[30:12] I'm currently in long gold futures and I want to be getting long miners as well.
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[28:49] Uh actually like uh transportation and logistics... I I do think we are seeing some kind of um industrial um renaissance.
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