Pine Creek Capital Management
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Look Out Below.
PCCM Weekly Market Update (July 19th, 2026)
Jul 20
•
Brian Dean, MSF
2
The Iran War Heats Up (Again)
PCCM Weekly Market Update (July 12th, 2026)
Jul 13
•
Brian Dean, MSF
3
Party Like It's 1776 🦅🎆🇺🇸
PCCM Weekly Market Update (July 5th, 2026)
Jul 6
•
Brian Dean, MSF
5
1
Portfolio Update: June 2026
12 new positions | 0 Sells | 36% Deployed
Jul 1
•
Brian Dean, MSF
3
1
June 2026
Growth is Out. Value is In.
PCCM Weekly Market Update (June 28th, 2026)
Jun 29
•
Brian Dean, MSF
3
1
Research Note: S&P 500 Valuation and Future Expected Returns
The S&P 500's valuation is associated with low future expected returns. We test this claim and share implications for today's investor.
Jun 22
•
Brian Dean, MSF
2
1
2
A Memorandum of Understanding
PCCM Weekly Market Update (June 21st, 2026)
Jun 22
•
Brian Dean, MSF
4
3
1
The World's First Trillionaire
PCCM Weekly Market Update (June 14th, 2026)
Jun 15
•
Brian Dean, MSF
4
1
If There's No AI Bubble, What Was That Popping Sound?
PCCM Weekly Market Update (June 7th, 2026)
Jun 8
•
Brian Dean, MSF
2
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