Scouting the Tape #22 - June 27, 2026
(Unique) macro idea generation and (insightful) market thoughts.
There are only 3 days left to lock in the Founding Member Special, -25% off your annual subscription. After June 30th pricing will revert to the standard go-forward rate. We are excited about our plans to keep leveling up this space. Thank you!
Finally some two-way action in markets to liven things up. It doesn’t feel like it but the Nasdaq and S&P 500 are trading back to early May levels despite the tech mania. We’ve been writing for awhile now about the problems plaguing the Mag7 and it remains the worst performing group. If you missed our thought piece from earlier in the week, give it a read below - it’s aging well thus far.
Updates to SOFR long.
Keep reading with a 7-day free trial
Subscribe to Lekker Insights to keep reading this post and get 7 days of free access to the full post archives.