Lekker Insights

Lekker Insights

Scouting the Tape #35 - Sept 30, 2026

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

Sep 30, 2026
∙ Paid

It appears to be one of those moments in time where I have a lot to write about, including a number of timelier topics, so I wanted to get this piece out earlier than usual. With midterm elections in the US now just a month away, there is an increasing number of cross-currents in the market and the added mix of politics into the discussion only increases both the emotion and noise. I imagine that continues and likely picks up steam from here. It’s as good of a time as ever to try to adjust your news and informational intake to as high-signal as possible and keep an open and questioning mindset to everything you read and hear.


This week’s issue covers:

  1. “These the red Octobers”.

  2. Month end charts.

  3. Deal or no deal.

  4. Volatility divergence.

  5. Breadth and concentration.

  6. Pair trade idea.

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“These the red Octobers”.

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Quinn Thompson@qthomp
7:12 PM · Sep 25, 2026 · 6.92K Views

11 Replies · 1 Repost · 56 Likes
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