Lekker Insights
Quinn ThompsonLekker Insights provides investment research and idea generation focused on macro and thematic opportunities.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 35 | Subscribers | Read | lekkercapital.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Forward Guidance Chartbook - Feb 26, 2026
Forward Guidance Chartbook - Feb 26, 2026 - Lekker Insights
Scouting the Tape - Feb 23, 2026
Hope everyone had a great weekend. Due to recent travel and a busy week ahead, this note is a touch delayed. Luckily, it’s a whole lot of the same from me and my views/positioning haven’t changed. I believe the next few weeks represent a ve...
Fed-Treasury Coordination in Plain Sight
### What is a Fed-Treasury Accord…
Scouting the Tape - Feb 15, 2026
This is always meant to be a quality over quantity type of publication and I want to keep it that way. If you’ve been following along you are aware of our general market view, the areas we favor and the ones we dislike. I don’t have much ne...
Authors
The writers behind this newsletter.
Macro investor with a background in credit and capital markets.
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