Lighthouse Macro

Lighthouse Macro

Home
Notes
Chat
Archive
About
Home
Notes
Chat
Archive
About

The Diagnostic Dozen

Sentiment & Positioning: The Contrarian Edge
Diagnostic Dozen, Pillar 12 of 12
Apr 13 • Bob Sheehan, CFA, CMT
Market Structure: The Weight of Evidence
Diagnostic Dozen, Pillar 11 of 12
Apr 10 • Bob Sheehan, CFA, CMT
Financial: The Cascade
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (9 of 12)
Mar 12 • Bob Sheehan, CFA, CMT
Government: The Fiscal Overhang
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (8 of 12)
Mar 4 • Bob Sheehan, CFA, CMT
Trade: The Pipeline
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (7 of 12)
Feb 26 • Bob Sheehan, CFA, CMT
Business: The Forward Commitment
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (6 of 12)
Feb 19 • Bob Sheehan, CFA, CMT
Consumer: The Last Domino
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (4 of 12)
Feb 12 • Bob Sheehan, CFA, CMT
Growth: The Second Derivative
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (3 of 12)
Feb 5 • Bob Sheehan, CFA, CMT
Prices: The Transmission Belt
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (2 of 12)
Feb 2 • Bob Sheehan, CFA, CMT
Labor: The Source Code
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (1 of 12)
Jan 27 • Bob Sheehan, CFA, CMT
© 2026 Lighthouse Macro, LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture