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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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