@qthomp

CIO @Lekker_Cap | Podcast @ForwardGuidance

lekkercapital.com
Joined December 2018
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1.7KMedia

Scouting the Tape #38 - Oct 24, 2026

(Unique) macro idea generation and (insightful) market thoughts.

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Scouting the Tape #37 - Oct 17, 2026

(Unique) macro idea generation and (insightful) market thoughts.

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Scouting the Tape #36 - Oct 9, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Article · @qthomp
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Scouting the Tape #35 - Sept 30, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Article · @qthomp
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Scouting the Tape #34 - Sept 26, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Article · @qthomp
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The Secular Inflation Series: Immigration and Labor Force

A supply side problem and why the US economy’s speed limit is falling.

Article · @qthomp
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Scouting the Tape #33 - Sept 19, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Article · @qthomp
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Scouting the Tape #32 - Sept 12, 2026

(Unique) macro idea generation and (insightful) market thoughts.

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Scouting the Tape #31 - Sept 7, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Article · @qthomp
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Scouting the Tape #30 - Aug 24, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Article · @qthomp
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Hiding in Plain Sight

Dissecting our favorite long opportunity over the next 6-12 months.

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Scouting the Tape #29 - Aug 15, 2026

(Unique) macro idea generation and (insightful) market thoughts.

Article · @qthomp
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