Why Most Americans Don’t Care About Your Market Call (And Why That Matters)

Introducing the framework behind Lighthouse Macro.

Jan 22 • Lighthouse Macro and Bob Sheehan, CFA, CMT

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Introducing: Lighthouse Macro Crypto

(And a New Educational Series)

Jan 20 • Lighthouse Macro and Bob Sheehan, CFA, CMT

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Positioning Update: Playing Defense in a Hollow Rally

JANUARY 2026 POSITIONING FRAMEWORK

Jan 16 • Lighthouse Macro and Bob Sheehan, CFA, CMT

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THE HORIZON | JANUARY 2026

THE HOLLOW RALLY

Jan 15 • Lighthouse Macro and Bob Sheehan, CFA, CMT

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December 2025

The Beam & LNMS Report

Noteworthy Narratives In Advance of a New Year

Dec 3, 2025 • Lighthouse Macro and Bob Sheehan, CFA, CMT

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November 2025

The Beacon | Banking On Nonbanks

New NY Fed research reveals that liquidity risk hasn’t disappeared, just gone dark.

Nov 25, 2025 • Lighthouse Macro and Bob Sheehan, CFA, CMT

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The Chartbook - November 23, 2025

The Divergence Widens

Nov 23, 2025 • Lighthouse Macro and Bob Sheehan, CFA, CMT

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⚓ Liquidity Transmission Framework

Liquidity Isn’t Gone. It Just Stopped Absorbing Risk.

Nov 8, 2025 • Lighthouse Macro

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October 2025

The Beacon | It's Getting Spooky

The Hidden Transition

Oct 30, 2025 • Lighthouse Macro

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Building the Intelligence Layer

Lighthouse Macro Extends Into Private Capital

Oct 26, 2025 • Lighthouse Macro

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The Beam | Treasury Buybacks & The Mechanical Basis Squeeze

When Predictable Plumbing Becomes Profitable Signal

Oct 10, 2025 • Lighthouse Macro

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The Beacon | The Last Mile of Disinflation

Why the easy phase is over — and what it means for the next stage of policy, markets, and growth.

Oct 7, 2025 • Lighthouse Macro

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