SPOTLIGHT:

DOCKLYNE

Docklyne is a small but ambitious player trying to disrupt a traditional, highly-fragmented leisure niche by applying marketplace + SaaS tech. If they can scale operator adoption, maintain their positive take rate, and manage operational risk, they could emerge as the “Hotels.com or OpenTable of boating rentals” in the U.S. (or even globally).

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Market Analysis


Market Intelligence for the Principled Investor in the Trump Era
by The Publishers of The Letter | 2025-04-01
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A Threat to Their Bureaucracy, Not Our Democracy
by Christopher Gergen, CEO & Founder, Dark Horse Political | 2025-03-27
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Technology


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Markets don’t usually move on one thing alone.
by Ken Hubbard | 2026-01-09
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Angel investing is often marketed as access but there's more
by Ken Hubbard | 2026-01-07
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After a two-week holiday pause, the market is back open
by Ken Hubbard | 2026-01-05

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Other


Markets Don’t Vote—They Measure: A Week of Signals for Serious Investors
​What worked, what didn’t, and how investors should position for the week ahead
by The Letter Staff
Jobless Claims Are Quietly Reinforcing the Market’s Current Winners
Jobless claims are down, in a good way
by The Letter Staff
Wall Street’s Glittering First Act of Earnings Season
Bank earnings are less about the absolute numbers and more about the applause line
by The Letter Staff
The Consumer Price Index Is Stablizing
This morning’s CPI report delivered a message markets understand well: inflation is no longer spiraling, but it hasn’t been fully subdued either
by The Letter Staff
Market Watch for the Week of Jan 12, 2026
​"Inflation, Earnings, and the Davos Distraction"
by The Letter Staff
Friday Convergence – What to Watch
Markets don’t usually move on one thing alone.
by The Letter Staff
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