Lekker Insights
Quinn ThompsonLekker Insights provides investment research and idea generation focused on macro and thematic opportunities.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 42 | Subscribers | Read | lekkercapital.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Scouting the Tape - Mar 21, 2026
We are now 6 years post the historic March 2020 COVID meltdown and the market has become comfortably accustomed to a ‘number go up’ ‘buy the dip’ mentality. It is always at the most inopportune times that consensus sways so strongly to one ...
Forward Guidance Chartbook - Mar 20, 2026
Forward Guidance Chartbook - Mar 20, 2026 - Lekker Insights
Scouting the Tape - Mar 13, 2026
If I could summarize my current view as succinctly as possible, I’d say:
Forward Guidance Chartbook - Mar 13, 2026
Forward Guidance Chartbook - Mar 13, 2026 - Lekker Insights
Authors
The writers behind this newsletter.
Macro investor with a background in credit and capital markets.
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