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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​After a week where markets behaved like a caffeinated toddler
by Ken Hubbard | 2025-11-14
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The holidays are a time of contrasts.
by Christian Morano | 2025-11-13
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​Every year, as the holidays start to take shape,
by Ken Hubbard | 2025-11-12
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​Political noise up, markets steady, and investors quietly positioning for the rebound
by Ken Hubbard | 2025-11-10

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Other


A Week in the Markets – Laughing and Cringing All The Way
​Alright, patriots and profit-seekers
by The Letter Staff
September’s Jobs Shock
September didn’t just show up — it showed off.
by The Letter Staff
The Fed Opens Its Books Today — And Investors Are Bracing for the Translation
​Today’s the day the Federal Reserve drops the minutes
by The Letter Staff
Market Outlook: Capacity, Housing, and the Health of the Engine
With the federal data pipeline fully reopened, Tuesday’s market indicators offer one of the clearest, most reliable reads on the strength of the American economy.
by The Letter Staff
We're Back In The Game - What to Watch This Week
​The government is back open, the data faucet is turning back on
by The Letter Staff
So… How Did the “Average Investor” Do This Week?
​After a week where markets behaved like a caffeinated toddler
by The Letter Staff
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