Subscribe
Sign in
Home
Chat
Podcasts and Media
Scouting the Tape
Thought Pieces
Archive
Leaderboard
About
Thought Pieces
Latest
Top
Discussions
Hiding in Plain Sight
Dissecting our favorite long opportunity over the next 6-12 months.
Aug 18
17
The Dog Days of Summer
Our market outlook for the coming weeks and months
Jul 17
11
1
The Case for Peak Hawkishness
A breakdown of the thesis and trade structure to express the view
Jun 23
•
Quinn Thompson
5
11
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
26
2
3
Beautiful Clean Coal: Energy Transition’s Forgotten Fuel
The bull case for coal equities in 2026
Feb 3
•
Quinn Thompson
14
1
2
The Elephant in the Room
Quick thoughts on the recent dollar devaluation vs. Yen...
Jan 27
•
Quinn Thompson
9
5
2026 Investable Ideas
The 2026 macro trends I am putting capital behind...
Jan 15
•
Quinn Thompson
25
2
2
2026 Macro Themes
The most important 2026 macro themes as I see the world..."it's a delicate balance"
Jan 7
•
Quinn Thompson
28
4
Lekker's 5 Key Themes for 2024
Maintain a framework and adjust as new information presents itself.
Jan 1, 2024
•
Quinn Thompson
7
2
Lekker's 2023 Year In Review
First half was a grind, nothing felt easy. Second half, and particular fourth quarter, was one of my best ever.
Dec 27, 2023
•
Quinn Thompson
2
2023 Best Guesses
A short summary of my 2023 markets roadmap.
Jan 1, 2023
•
Quinn Thompson
[Not Your Economist’s] 2023 Outlook
A few weeks ago I wrote a post making the case for an allocation to gold that also touched on a few other areas of the current macro picture.
Dec 19, 2022
•
Quinn Thompson
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
