Reletter
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Lekker Insights

Quinn Thompson

Lekker Insights provides investment research and idea generation focused on macro and thematic opportunities.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues47SubscribersRead lekkercapital.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Forward Guidance Chartbook - Apr 16, 2026

Forward Guidance Chartbook - Apr 16, 2026 - Lekker Insights

4 days ago
7
0

Scouting the Tape - Apr 15, 2026

Today is April’s monthly Vixperation ahead of Friday’s equity and index options expiry. Today is also Strategy’s preferred stock STRC ex-dividend date. I have some travel the rest of the week so I figured I’d get this piece out earlier than...

12 days ago
23
3

Scouting the Tape - Apr 10, 2026

This week’s issue is a bit different than previous. Since I took a little break from posting I thought it could be useful to provide a lay of the land as I see things. As I have previously mentioned, I want to keep this a quality over quant...

16 days ago
28
2

Forward Guidance Chartbook - Apr 10, 2026

Forward Guidance Chartbook - Apr 10, 2026 - Lekker Insights

16 days ago
8
0

Authors

The writers behind this newsletter.

  • Quinn Thompson

    Macro investor with a background in credit and capital markets.

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