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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It’s been one of those weeks where markets, politics, and policy all grabbed the same microphone.
by Ken Hubbard | 2025-10-24
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There’s a moment in every trading week when the noise fades and the truth comes into view.
by Christian Morano | 2025-10-23
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It’s not your imagination — beef prices are still sky-high
by Ken Hubbard | 2025-10-22
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It’s earnings season again — that magical time when corporate America steps on stage, clears its throat, and tries to convince investors that all is well in the kingdom.
by Ken Hubbard | 2025-10-21
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​As a conservative investor, I like to keep my eyes open
by Ken Hubbard | 2025-10-20
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​This week was one of those where even seasoned investors
by Ken Hubbard | 2025-10-17

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Other


Are We in a Financial Bubble — and Did the Fed Just Add Air or Release Some Pressure?
Let’s just put it out there — yes, we might be in a bubble.
by The Letter Staff
The China Trade Deal: Leverage, Soybeans, and the Long Game
Let’s get something straight — this deal didn’t happen by accident. It’s the product of leverage finally paying off.
by The Letter Staff
Republican Investors: The Schumer Shutdown Fallout and What It Means for the Market
Let’s start with the obvious — when a shutdown gets a nickname, someone’s losing the messaging war.
by The Letter Staff
Short Selling: The Bet Against America’s Winners
​Let’s talk about short selling — one of those Wall Street maneuvers
by The Letter Staff
What to Watch This Week (October 27–31): An Investor’s Guide
​This week sits at the crossroads of politics, policy, and profit
by The Letter Staff
What a Week — and Next Week Could Be Bigger
It’s been one of those weeks where markets, politics, and policy all grabbed the same microphone.
by The Letter Staff
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