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The Fed Put, Retired
The Beacon · June 15, 2026
Jun 15
•
Bob Sheehan, CFA, CMT
17
1
3
The Lighthouse Macro Chartbook
June 9, 2026 · Macro, Illuminated.
Jun 11
•
Bob Sheehan, CFA, CMT
10
1
Markets Turn in Order, and the Order Is Almost Done
The Horizon · June 2026
Jun 10
•
Bob Sheehan, CFA, CMT
9
2
3
Markets Turn in Order
The Beacon · June 6, 2026
Jun 6
•
Bob Sheehan, CFA, CMT
10
1
Two Prints In One Release
Core in line at 3.3%. Headline hot at 3.8%. The Fed writes from Core. Most household budgets feel Headline.
May 28
•
Bob Sheehan, CFA, CMT
9
2
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
9
2
The Long End Broke Five. Credit Hit Snooze.
The Beam · May 22, 2026
May 22
•
Bob Sheehan, CFA, CMT
7
2
The Records Don't Agree With the Tape. The Fed Just Changed Hands.
THE BEAM | May 18, 2026
May 18
•
Bob Sheehan, CFA, CMT
9
1
The Splitting Cycle
Two cycles, one tape. AI capex pulls the index. The consumer stalls. The Fed fractures. Term premium reprices. The framework reads strained, not broken.
May 11
•
Bob Sheehan, CFA, CMT
13
6
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
Positioning Update: Playing Defense in a Hollow Rally
JANUARY 2026 POSITIONING FRAMEWORK
Jan 16
•
Bob Sheehan, CFA, CMT
8
1
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