Lekker Insights provides investment research and idea generation focused on macro and thematic opportunities.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 85 | Founded | 5 years ago | Last Issue | 10 days ago |
| Active | |||||
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lekkercapital.comLatest Issues
Scouting the Tape #30 - Aug 24, 2026
(Unique) macro idea generation and (insightful) market thoughts.
If you haven’t yet listened to our recent Forward Guidance episode, I think it is worth the time because it really drives home the importance of the shift in markets we saw t...
Forward Guidance Chartbook - Aug 20, 2026
Forward Guidance Chartbook - Aug 20, 2026 - Lekker Insight
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Hiding in Plain Sight
Dissecting our favorite long opportunity over the next 6-12 months.
In lieu of this week’s Scouting the Tape, we wanted to provide a more detailed piece on an important opportunity. This write up is a deep-dive on an area we would probably...
Scouting the Tape #29 - Aug 15, 2026
(Unique) macro idea generation and (insightful) market thoughts.
I hope everyone is having a nice summer and has some time off planned between now and Labor Day. It’s a bit of a weird schedule this year with Labor Day falling on the last p...
Scouting the Tape #28 - Aug 9, 2026
(Unique) macro idea generation and (insightful) market thoughts.
The not so quiet, quiet summer continues as the VIX closed the week with a 14 handle and the S&P 500 saw new closing highs. Enjoy these last few weeks of calm ahead of the fa...
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Authors
The writers behind this newsletter.
Macro investor with a background in credit and capital markets.
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