CIO @Lekker_Cap | Podcast @ForwardGuidance
A supply side problem and why the US economy’s speed limit is falling. Read the full article here: https://www.lekkercapital.com/p/the-secular-inflation-series-immigration We have a number of big picture thought piece ideas in the works and have
(Unique) macro idea generation and (insightful) market thoughts. Read the full article here: https://www.lekkercapital.com/p/scouting-the-tape-33-sept-19-2026 Another Fed meeting has come and gone. It appears sentiment towards Warsh has
(Unique) macro idea generation and (insightful) market thoughts. Read the full article here: https://www.lekkercapital.com/p/scouting-the-tape-32-sept-12-2026 It’s unfortunate that it often takes such tragedy and loss to bring people
(Unique) macro idea generation and (insightful) market thoughts. Read the full article here: https://www.lekkercapital.com/p/scouting-the-tape-31-sept-7-2026 I don’t know about you guys but I am ready to take on the fall. I feel
(Unique) macro idea generation and (insightful) market thoughts. Read the full article here: https://www.lekkercapital.com/p/scouting-the-tape-30-aug-24-2026 If you haven’t yet listened to our recent Forward Guidance episode, I think it
Dissecting our favorite long opportunity over the next 6-12 months. Read the full article here: https://www.lekkercapital.com/p/hiding-in-plain-sight In lieu of this week’s Scouting the Tape, we wanted to provide a more
(Unique) macro idea generation and (insightful) market thoughts. Read the full article here: https://www.lekkercapital.com/p/scouting-the-tape-29-aug-15-2026 I hope everyone is having a nice summer and has some time off planned between
(Unique) macro idea generation and (insightful) market thoughts. Read the full article here: https://www.lekkercapital.com/p/scouting-the-tape-28-aug-9-2026 The not so quiet, quiet summer continues as the VIX closed the week with a 14
(Unique) macro idea generation and (insightful) market thoughts. Read the full article here: https://www.lekkercapital.com/p/scouting-the-tape-27-august-1-2026 What a memorable week in markets, capping off a memorable month. If someone
For those seeking to understand what Warsh's strategy is and how to view today's press conference, here's a snippet from our recent June note. Read the full article here: https://www.lekkercapital.com/p/the-case-for-peak-hawkishness
Watch the recording here: https://www.lekkercapital.com/p/july-2026-market-update-call In the call we covered: Macro outlook Key themes Calendar and catalysts Charts Asset watchlist Q&A Read the recording here:
(Unique) macro idea generation and (insightful) market thoughts. Read the full article here: https://www.lekkercapital.com/p/scouting-the-tape-26-july-26-2026 Markets continue to be extremely rotational and choppy as volatility
