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Scouting the Tape #37 - Oct 17, 2026
(Unique) macro idea generation and (insightful) market thoughts.
Oct 17
4
Forward Guidance - Oct 16, 2026
Downloadable PDF chartbook and links from our weekly Forward Guidance episode
Oct 16
•
Quinn Thompson
3
2
Scouting the Tape #36 - Oct 9, 2026
(Unique) macro idea generation and (insightful) market thoughts.
Oct 9
10
Forward Guidance - Oct 2, 2026
Downloadable PDF chartbook and links from our weekly Forward Guidance episode
Oct 9
•
Quinn Thompson
3
September 2026
Scouting the Tape #35 - Sept 30, 2026
(Unique) macro idea generation and (insightful) market thoughts.
Sep 30
11
2
Scouting the Tape #34 - Sept 26, 2026
(Unique) macro idea generation and (insightful) market thoughts.
Sep 26
6
Forward Guidance Chartbook - Sept 25, 2026
Downloadable PDF chartbook and links from our weekly Forward Guidance episode
Sep 26
•
Quinn Thompson
5
1
The Secular Inflation Series: Immigration and Labor Force
A supply side problem and why the US economy’s speed limit is falling.
Sep 24
10
Scouting the Tape #33 - Sept 19, 2026
(Unique) macro idea generation and (insightful) market thoughts.
Sep 19
11
3
Forward Guidance Chartbook - Sept 18, 2026
Downloadable PDF chartbook and links from our weekly Forward Guidance episode
Sep 18
•
Quinn Thompson
2
Forward Guidance Chartbook - Sept 11, 2026
Downloadable PDF chartbook and links from our weekly Forward Guidance episode
Sep 12
•
Quinn Thompson
3
Scouting the Tape #32 - Sept 12, 2026
(Unique) macro idea generation and (insightful) market thoughts.
Sep 12
7
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