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The Fourth Dissent
Three officials voted to hike. The bond market cast a fourth vote, and it voted harder.
Jul 30
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Bob Sheehan, CFA, CMT
4
2
From Foundations to Fault Lines: Part IV
The 5% Long Bond Is Back
Jul 28
•
Bob Sheehan, CFA, CMT
3
2
Openings Came Back. Nobody's Quitting.
THE BEAM · JULY 23, 2026
Jul 23
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Bob Sheehan, CFA, CMT
4
2
Pharos is Online
The 12 Pillars. The data that matters most, updated daily.
Jul 21
•
Bob Sheehan, CFA, CMT
3
3
1
Two-Speed Everywhere
July 19, 2026 | The Beacon
Jul 19
•
Bob Sheehan, CFA, CMT
7
4
Record High, Record Low
July 13, 2026. The Chartbook. Macro, illuminated.
Jul 13
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Bob Sheehan, CFA, CMT
11
2
The Vise
The Horizon · July 2026
Jul 10
•
Bob Sheehan, CFA, CMT
10
3
Caught Both Ways
The Beacon · July 6, 2026
Jul 6
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Bob Sheehan, CFA, CMT
5
2
The Week That Tests the Call
The Beam · July 1, 2026
Jul 1
•
Bob Sheehan, CFA, CMT
8
1
June 2026
Credit Isn't Listening
The Beam · June 29, 2026
Jun 29
•
Bob Sheehan, CFA, CMT
8
1
No Landing
The Beacon · June 28, 2026
Jun 28
•
Bob Sheehan, CFA, CMT
14
2
No Put, No Cushion
The Beacon · June 24, 2026
Jun 24
•
Bob Sheehan, CFA, CMT
9
2
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