The Beam

The Widest Page in the Book

Sentiment at a record low. Equities at a record high. They are not reading the same economy.

May 26 • Bob Sheehan, CFA, CMT

The Long End Broke Five. Credit Hit Snooze.

The Beam · May 22, 2026

May 22 • Bob Sheehan, CFA, CMT

The Records Don't Agree With the Tape. The Fed Just Changed Hands.

THE BEAM | May 18, 2026

May 18 • Bob Sheehan, CFA, CMT

AI Is Fragmenting the Cycle

The Beam - April 30, 2026

Apr 30 • Bob Sheehan, CFA, CMT

The Broadening Broke

The Beam | April 23, 2026

Apr 23 • Bob Sheehan, CFA, CMT

A 1.7% Print, a 0.14% Tell

Lighthouse Macro | The Beam | April 21, 2026

Apr 21 • Bob Sheehan, CFA, CMT

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

The Foundation Is Set. Now We Build.

Lighthouse Macro Phase 2 · Positioning Update #3 · Beam #1

Apr 14 • Bob Sheehan, CFA, CMT

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