Archive - Lekker Insights

Fed-Treasury Coordination in Plain Sight

The Treasury's recent Quarterly Refunding Announcement laid out explicit Fed-Treasury coordination with the effect on markets being identical to QE.

Feb 16 • Quinn Thompson

Scouting the Tape - Feb 15, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Feb 15

Forward Guidance Chartbook - Feb 13, 2026

Downloadable PDF chartbook and links from our weekly Forward Guidance episode

Feb 13 • Quinn Thompson

Scouting the Tape - Feb 8, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Feb 8

Forward Guidance Chartbook - Feb 6, 2026

Feb 8 • Quinn Thompson

Beautiful Clean Coal: Energy Transition’s Forgotten Fuel

The bull case for coal equities in 2026

Feb 3 • Quinn Thompson

Scouting the Tape - Feb 1, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Feb 1

January 2026

The Elephant in the Room

Quick thoughts on the recent dollar devaluation vs. Yen...

Jan 27 • Quinn Thompson

Scouting the Tape - Jan 25, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Jan 25

Scouting the Tape - Jan 20, 2026

I’m trying something new here with a short weekly brief that is a culmination of my weekly markets review, summarized down into a few key takeaways or…

Jan 20 • Quinn Thompson

2026 Investable Ideas

The 2026 macro trends I am putting capital behind...

Jan 15 • Quinn Thompson

2026 Macro Themes

My 2026 macro outlook as I see the world..."it's a delicate balance"

Jan 7 • Quinn Thompson

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