Lekker Insights provides investment research and idea generation focused on macro and thematic opportunities.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 95 | Founded | 5 years ago | Last Issue | 12 days ago |
| Active | |||||
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lekkercapital.comLatest Issues
Scouting the Tape #35 - Sept 30, 2026
(Unique) macro idea generation and (insightful) market thoughts.
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....
Scouting the Tape #34 - Sept 26, 2026
(Unique) macro idea generation and (insightful) market thoughts.
This coming week marks the start of the 4th quarter and final stretch of the 2026 calendar year. This week we published another long-form thought piece examining the structur...
Forward Guidance Chartbook - Sept 25, 2026
Forward Guidance Chartbook - Sept 25, 2026 - Lekker Insight
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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.
We have a number of big picture thought piece ideas in the works and have found a common thread that links many of them together - secular inflation. Whether the topic...
Scouting the Tape #33 - Sept 19, 2026
(Unique) macro idea generation and (insightful) market thoughts.
Another Fed meeting has come and gone. It appears sentiment towards Warsh has relaxed a bit after this recent performance with many saying he has taken feedback and improved....
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Macro investor...Founder/CIO @ Lekker Capital...Podcast @ Forward Guidance
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