Scouting the Tape #23 - July 3, 2026
(Unique) macro idea generation and (insightful) market thoughts.
Thank you to everyone who has signed up in the first two weeks of our official launch. We are excited about the growth in the community and look forward to adding value to your investment processes. Don’t forget we have a referral and leaderboard program where you can score free subscriptions by recommending Lekker Insights to your friends and colleagues. Thank you!
Another choppy week in markets with a lot of rotational activity under the hood of the equity indices. Despite the surface appearing relatively stable, we are seeing a number of turning points forming across asset classes and data areas we have been following. We believe it is time to sit up in your chair and pay attention. There are a plethora of opportunities we will be looking to take advantage of in the coming weeks so don’t let the summer doldrums lull you into thinking otherwise.
This week’s issue covers:
Historic move in gold.
MSTR update.
BIS annual economic report.
First signs of potential BOJ intervention.
Asset allocation thoughts.
