Bob Sheehan, CFA, CMT
Founder & Macro Strategist. Macro and economic intelligence for markets and operators.
"The Lighthouse" was the name of Bob's house in college, where he first began studying finance and economics. Over the years it evolved into a research firm built on quantitative rigor and systematic macro analysis, serving portfolio managers, advisory firms, and business leaders who need to understand what is actually happening beneath the headlines.
Bob's neurodivergent wiring is core to the firm's edge. Most analysts specialize in one domain. His ADHD-driven intellectual restlessness pushes him across the full macro landscape, from Fed plumbing to labor economics to credit markets to Treasury microstructure to crypto integration and quantitative modeling. The result is depth across domains. And with it, the ability to see connections specialists miss by staying in silos.
