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Applied Global Macro
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AI Is Fragmenting the Cycle
The Beam - April 30, 2026
2 hrs ago
•
Bob Sheehan, CFA, CMT
3
1
The Rally Has Two Tells
The Beam | April 28, 2026
Apr 28
•
Bob Sheehan, CFA, CMT
6
3
Earnings Week, Macro Week
THE BEACON · APRIL 27, 2026 - The Fed, four mega-cap reports, and three big data prints inside 96 hours.
Apr 27
•
Bob Sheehan, CFA, CMT
11
2
The Fragile Record
THE CHARTBOOK · APRIL 24, 2026
Apr 24
•
Bob Sheehan, CFA, CMT
10
2
The Broadening Broke
The Beam | April 23, 2026
Apr 23
•
Bob Sheehan, CFA, CMT
7
2
A 1.7% Print, a 0.14% Tell
Lighthouse Macro | The Beam | April 21, 2026
Apr 21
•
Bob Sheehan, CFA, CMT
7
1
Twelve hours.
Final call on the Diagnostic Dozen launch rate
Apr 21
•
Bob Sheehan, CFA, CMT
8
2
Two Economies
One Consumer, Two Consumer, Rich Consumer, Broke Consumer.
Apr 20
•
Bob Sheehan, CFA, CMT
18
2
7
Stocks Printed a Record. Bonds and Gold Didn't Buy It.
A two-week ceasefire isn't a resolution. The cross-asset tape is still telling us to wait.
Apr 16
•
Bob Sheehan, CFA, CMT
19
3
The Foundation Is Set. Now We Build.
Lighthouse Macro Phase 2 · Positioning Update #3 · Beam #1
Apr 14
•
Bob Sheehan, CFA, CMT
14
3
Sentiment & Positioning: The Contrarian Edge
Diagnostic Dozen, Pillar 12 of 12
Apr 13
•
Bob Sheehan, CFA, CMT
21
2
7
Market Structure: The Weight of Evidence
Diagnostic Dozen, Pillar 11 of 12
Apr 10
•
Bob Sheehan, CFA, CMT
25
3
8
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