Archive - Lighthouse Macro

Financial: The Cascade

The Diagnostic Dozen: A Framework for Reading the Macro Cycle (9 of 12)

Mar 12 • Lighthouse Macro and Bob Sheehan, CFA, CMT

Crypto Liquidity Impulse

How We Track the Money That Actually Moves Bitcoin

Mar 10 • Lighthouse Macro and Bob Sheehan, CFA, CMT

Government: The Fiscal Overhang

The Diagnostic Dozen: A Framework for Reading the Macro Cycle (8 of 12)

Mar 4 • Lighthouse Macro and Bob Sheehan, CFA, CMT

February 2026

Trade: The Pipeline

The Diagnostic Dozen: A Framework for Reading the Macro Cycle (7 of 12)

Feb 26 • Lighthouse Macro and Bob Sheehan, CFA, CMT

POSITIONING UPDATE: FEBRUARY 23, 2026

The Tariff Regime Breaks. The Defensive Thesis Doesn’t.

Feb 23 • Lighthouse Macro and Bob Sheehan, CFA, CMT

Business: The Forward Commitment

The Diagnostic Dozen: A Framework for Reading the Macro Cycle (6 of 12)

Feb 19 • Lighthouse Macro and Bob Sheehan, CFA, CMT

Housing: The Collateral Engine

The Diagnostic Dozen: A Framework for Reading the Macro Cycle (5 of 12)

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

Consumer: The Last Domino

The Diagnostic Dozen: A Framework for Reading the Macro Cycle (4 of 12)

Feb 12 • Lighthouse Macro and Bob Sheehan, CFA, CMT

The Silent Capitulation: ETF Exodus vs. On-Chain Accumulation

US Spot Bitcoin ETF Flows Are at Historic Lows. On-Chain Metrics Say “Buy.”

Feb 5 • Lighthouse Macro and Bob Sheehan, CFA, CMT

Growth: The Second Derivative

The Diagnostic Dozen: A Framework for Reading the Macro Cycle (3 of 12)

Feb 5 • Lighthouse Macro and Bob Sheehan, CFA, CMT

Prices: The Transmission Belt

The Diagnostic Dozen: A Framework for Reading the Macro Cycle (2 of 12)

Feb 2 • Lighthouse Macro and Bob Sheehan, CFA, CMT

January 2026

Labor: The Source Code

The Diagnostic Dozen: A Framework for Reading the Macro Cycle (1 of 12)

Jan 27 • Lighthouse Macro and Bob Sheehan, CFA, CMT

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