The Beacon

The Fed Put, Retired

The Beacon · June 15, 2026

Jun 15 • Bob Sheehan, CFA, CMT

Markets Turn in Order

The Beacon · June 6, 2026

Jun 6 • Bob Sheehan, CFA, CMT

The Honest Level

The Beacon · Term premium at 70bps, framework anchors at 150bps

May 4 • Bob Sheehan, CFA, CMT

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

Two Economies

One Consumer, Two Consumer, Rich Consumer, Broke Consumer.

Apr 20 • Bob Sheehan, CFA, CMT

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