Lighthouse Macro

Lighthouse Macro

The Fourth Dissent

Three officials voted to hike. The bond market cast a fourth vote, and it voted harder.
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The Diagnostic Dozen: 12 Pillars, 3 Engines, 1 Framework.

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Sentiment & Positioning: The Contrarian Edge
Diagnostic Dozen, Pillar 12 of 12
 • Bob Sheehan, CFA, CMT
Market Structure: The Weight of Evidence
Diagnostic Dozen, Pillar 11 of 12
 • Bob Sheehan, CFA, CMT
Plumbing: The Invisible Infrastructure
Diagnostic Dozen, Pillar 10 of 12
 • Bob Sheehan, CFA, CMT
Financial: The Cascade
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (9 of 12)
 • Bob Sheehan, CFA, CMT
Government: The Fiscal Overhang
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (8 of 12)
 • Bob Sheehan, CFA, CMT
Trade: The Pipeline
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (7 of 12)
 • Bob Sheehan, CFA, CMT
Business: The Forward Commitment
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (6 of 12)
 • Bob Sheehan, CFA, CMT
Housing: The Collateral Engine
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (5 of 12)
 • Bob Sheehan, CFA, CMT
Consumer: The Last Domino
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (4 of 12)
 • Bob Sheehan, CFA, CMT
Growth: The Second Derivative
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (3 of 12)
 • Bob Sheehan, CFA, CMT
Prices: The Transmission Belt
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (2 of 12)
 • Bob Sheehan, CFA, CMT
Labor: The Source Code
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (1 of 12)
 • Bob Sheehan, CFA, CMT
Lighthouse Macro
Lighthouse Macro
Economic intelligence & macro strategy uncovering the transmission chains that connect the real economy & liquidity conditions to Equities, FICC, & Digital Assets. For both institutional Investors and business operators tracking the regime.
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Bob Sheehan, CFA, CMT
The Fourth Dissent
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THE DIAGNOSTIC DOZEN
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Economic intelligence & macro strategy uncovering the transmission chains that connect the real economy & liquidity conditions to Equities, FICC, & Digital Assets. For both institutional Investors and business operators tracking the regime.
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