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The Secular Inflation Series: Immigration and Labor Force
A supply side problem and why the US economy’s speed limit is falling.
Sep 24
10
Hiding in Plain Sight
Dissecting our favorite long opportunity over the next 6-12 months.
Aug 18
18
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
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