Pinebrook Capital pinebrookcap.com (@PBCapit) - Twitter Profili

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

Folks if you followed here to stay in touch I appreciate it. I will be migrating main public engagement back to @EconstratPB This will remain a back up and DM-use account. Thanks and see you on the other side.

Pinebrook Capital pinebrookcap.com@PBCapit

I got my main account back. I’ll make an announcement in a little bit. Will include proof of life.

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Pinebrook Capital pinebrookcap.com@PBCapit·5 May

@Dcpcooks @randNonce @WarrenPies The market with fuck the most people in the worst possible way and it’s our job to avoid that first and foremost.

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DCP@Dcpcooks·5 May

@randNonce @WarrenPies @PBCapit Always does

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DCP@Dcpcooks·5 May

I know all of this trade is really hard to process. It’s like an anvil of doubt and fear hanging over your head. The doom is real but may not be the pain trade. I highly suggest you seek the recent work of @WarrenPies and @PBCapit for an optimistic maybe a realistic take on the markets to help balance out the doomscrolling

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

Folks if you followed here to stay in touch I appreciate it. I will be migrating main public engagement back to @EconstratPB This will remain a back up and DM-use account. Thanks and see you on the other side.

Pinebrook Capital pinebrookcap.com@PBCapit

I got my main account back. I’ll make an announcement in a little bit. Will include proof of life.

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

@ZiggyWumpus you too.

Pinebrook Capital pinebrookcap.com@PBCapit

@tolstoybb @NickWoolos @f_wintersberger You’re unblocked. Anyone else pls reach out HERE. CLOSING DMs to the main account.

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

@lyonlee @EconstratPB Real deez nuts.

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DJ Lyon@lyonlee·3 May

@EconstratPB @PBCapit Good to have you back David. I confirm that this is real.

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EconstratPB@EconstratPB·3 May

We’re so fucking back. I’ve regained control of this account. 1. If you were blocked by the TTD (twatter transmitted disease) apologies and pls reach out to @PBCapit 2. If you were infected by the TTD via this account pls accept my apologies.

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

@BlacklionCTA lol. Blessing in disguise. Really.

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Brent aka Blacklion@BlacklionCTA·3 May

@PBCapit To be fair, I should probably stay blocked. Seriously, glad your ordeal is passed.

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

@BlacklionCTA you too. Unblocked.

Pinebrook Capital pinebrookcap.com@PBCapit

@tolstoybb @NickWoolos @f_wintersberger You’re unblocked. Anyone else pls reach out HERE. CLOSING DMs to the main account.

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

Heads up:

EconstratPB@EconstratPB

We’re so fucking back. I’ve regained control of this account. 1. If you were blocked by the TTD (twatter transmitted disease) apologies and pls reach out to @PBCapit 2. If you were infected by the TTD via this account pls accept my apologies.

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

@tolstoybb @NickWoolos @f_wintersberger You’re unblocked. Anyone else pls reach out HERE. CLOSING DMs to the main account.

Pinebrook Capital pinebrookcap.com@PBCapit

I got my main account back. I’ll make an announcement in a little bit. Will include proof of life.

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

I got my main account back. I’ll make an announcement in a little bit. Will include proof of life.

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

@charliedotts Correct.

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Astro Not@charliedotts·3 May

@PBCapit market can go up 100% this year and these stats still hold true. doesn't mean get bearish right now

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Pinebrook Capital pinebrookcap.com@PBCapit·2 May

Key word: historically. Look forward. Not backwards. It’s 2026. Diff economy from 1985, from which these old data sets draw from. Regime change is a thing kids. People like this will keep fighting the mkt and lose money. It’s been happening since 2009.

Nicholas Mugalli@RealNickMugalli

Howard Marks is the biggest bear right now—the S&P 500's trailing P/E ratio is 26 times, while the forward estimate is 21 times—both at elevated levels. Historically, when the P/E ratio has reached around 23 times, the 10-year annualized return that follows has ranged from 2% to −2%, with no exceptions. Even in the best case, it's negative after inflation adjustment. History proves that buying at high valuations makes asset building difficult…

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

Bruh 🤔

Anthony Pompliano 🌪@APompliano

There is a manufacturing boom underway in America.

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Pinebrook Capital pinebrookcap.com@PBCapit·3 May

@charliedotts I don’t know. Size and allocation > words.

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Astro Not@charliedotts·3 May

@PBCapit The most dangerous words in investing are…?

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Pinebrook Capital pinebrookcap.com@PBCapit·2 May

@TexasOncologist The one you wasted here? 😂

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Texas Oncologist@TexasOncologist·2 May

@PBCapit I only know one more

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Pinebrook Capital pinebrookcap.com@PBCapit·2 May

There’s a lot of this going around this weekend. All perfectly rational. Explainable. All anchored to a past that no longer exists. Imagine comparing the economy of the 80s to the Post War period. ❌ 90s to 70s ❌ People are doing the same thing. Again.

Tobias Carlisle@Greenbackd

The ratio of Leading Economic Indicators (LEI) to Coincident Economic Indicators (CEI) showing the steepest decline in the entire history of the metric and now at a level typically seen during or just before recessions. Small/mid + cyclicals rip hard once the ratio bottoms and turns up

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Pinebrook Capital pinebrookcap.com@PBCapit·2 May

@TexasOncologist Name all the lost decades 😂

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Texas Oncologist@TexasOncologist·2 May

@PBCapit “10 year annualized return” Yes, maybe we are due for another lost decade like the 70s or 00s But that’s a long horizon for how I trade, bubble can be so much bigger here (98-00?)

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Bob Elliott@BobEUnlimited·28 Nis

Semi Surge vs. Macro Realities Chip stocks are soaring on AI optimism, but markets appear to assume booming profits with little cost to the broader economy, suggesting this is yet another mania more than a plausible macro reality. bobeunlimited.substack.com/p/semi-surge-v…

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Pinebrook Capital pinebrookcap.com@PBCapit·2 May

@BobEUnlimited Push back here Bob. Marginals costs are in fact collapsing.

Pinebrook Capital pinebrookcap.com tweet media

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Pinebrook Capital pinebrookcap.com@PBCapit·2 May

@theEconBlog Bc they’re retards and got dropped on theirs heads as babies.

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econoBlogger@theEconBlog·2 May

How come so many people are calling a top right after we had a dip?

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Pinebrook Capital pinebrookcap.com@PBCapit·2 May

Don’t @ me about but but but Howard Marks. Brother you ain’t no HM. He plays a different game, just like other big guys. The amount of retards losing money bc Druck and Dalio said something…..SMH.

Pinebrook Capital pinebrookcap.com@PBCapit

Key word: historically. Look forward. Not backwards. It’s 2026. Diff economy from 1985, from which these old data sets draw from. Regime change is a thing kids. People like this will keep fighting the mkt and lose money. It’s been happening since 2009.

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