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Thought Pieces
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
13
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
My 2026 macro outlook as I see the world..."it's a delicate balance"
Jan 7
•
Quinn Thompson
28
4
Lekker's 5 Key Themes for 2024
At the start of last year I tossed in my 2023 best guesses alongside everyone else. I think these are fun to do and a good exercise to expand your…
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
Hate to be a boomer but Gold looks nice
Over the long-run, Bitcoin takes market share from gold as a store of value reserve asset, but the current macro backdrop favors the old school version…
Nov 20, 2022
•
Quinn Thompson
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