Lighthouse Macro

Lighthouse Macro

The Beam & LNMS Report

Noteworthy Narratives In Advance of a New Year

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Lighthouse Macro and Bob Sheehan, CFA, CMT
Dec 03, 2025
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For anyone who missed it: Less Noise, More Signal released their year-end “macro voices” report, and I was fortunate to be included alongside a strong group across TradFi and DeFi. My section touches on the data deluge investors now face — and why only a durable, disciplined framework can keep signal from being …

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