The Beam

AI Is Fragmenting the Cycle

The Beam - April 30, 2026

7 hrs ago • 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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