Lekker Insights
Quinn Thompson, Maggie LakeLekker Insights provides investment research and idea generation focused on macro and thematic opportunities.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 67 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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lekkercapital.comLatest Issues
The Case for Peak Hawkishness
A breakdown of the thesis and trade structure to express the view
Over the last few months I have written a lot about rates and SOFR in the weekly Scouting the Tape reports and spoken about the changes coming to the Fed on our Forward Guid...
Scouting the Tape - June 19, 2026
(Unique) macro idea generation and (insightful) market thoughts.
If you missed the subscriber update we sent out earlier this week, please have a read here. Take advantage of our founding member special through the end of June that locks i...
Forward Guidance Chartbook - June 19, 2026
We sent out a subscriber update earlier this week that details some of the changes coming to Lekker Insights - please have a read here.
We are running a founding member subscription special until June 30th so early followers can secure a 2...
Leveling Up Lekker Insights
I started posting here more regularly as a way to think out loud about markets, test theses, share analysis I use to manage capital and contribute to the fintwit ecosystem. I appreciate everyone who has joined our community and contributed...
Scouting the Tape - June 14, 2026
A few weeks ago I wrote:
It’s been a quieter time in the markets for me. There’s a lot of things that don’t make sense, like equities for example. And there are other parts that are just uncertain and unknown at this juncture. I have a n...
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Authors
The writers behind this newsletter.
Macro investor with a background in credit and capital markets.
Co-founder of The Market House. Longtime journalist. I bring serious voices together to help us all make sense of markets and the world around them. Pull up a chair...
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