Lekker Research

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January 2024

Short Crypto Equities vs Long Spot Thesis
The following thesis was generated and written in a joint effort between Hal Press of North Rock Digital and Quinn Thompson of Lekker Research. You can…
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Quinn Thompson
Clear Eyes, Full Heart, Can't Lose: Shorting the Long Bond Edition
An unbalanced boat leaning to one side is referred to as “heeling”. This is where the long duration trade is at - due for mean reversion.
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Quinn Thompson
Lekker's 5 Key Themes for 2024
At the start of last year I tossed in my 2023 best guesses alongside everyone else. I think these are fun to do and a good exercise to expand your…
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Quinn Thompson
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December 2023

Lekker's 2023 Year In Review
First half was a grind, nothing felt easy. Second half, and particular fourth quarter, was one of my best ever.
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Quinn Thompson
Press Your Longs
Lekker Insights: December 1, 2023
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Quinn Thompson

November 2023

The Halfway Point in Santa's Q4 Rally
You are not bullish enough.
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Quinn Thompson

October 2023

July 2023

Trade Idea: Long GBTC / Short MSTR
Tactical trade idea capturing the closing of the GBTC discount and MSTR premium
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Quinn Thompson
Rates, Commodities and Inflation Clues
I originally typed up most of this in early to mid June, but have been delayed in shipping. Luckily, many of my observations have played out quite…
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Quinn Thompson

May 2023

© 2024 Quinn Thompson
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