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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Business


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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The script of the 2024–2025 market is being completely rewritten.
by Ken Hubbard | 2026-07-02
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Navigating a "Higher for Longer" Market Plateau
by Ken Hubbard | 2026-07-01
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​Why Behavioral Due Diligence Matters More Than the Spreadsheets.
by Ken Hubbard | 2026-06-30

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Other


The Gridlock: Why the "Cheapest" Energy on Earth Isn’t Lowering Your Utility Bill
We are currently witnessing one of the greatest paradoxes in modern economic history.
by The Letter Staff
The Physical Inversion: Why Smart Capital is Leaving the Software Safety Net
For the last decade, early-stage venture capital operated on a simple, comforting playbook:
by The Letter Staff
The Mid-Summer Pivot: Why Market Substance is Outperforming Speculation
As we navigate the first full trading week of July 2026, a distinct structural shift is occurring beneath the surface of the major indices.
by The Letter Staff
The Post-Fireworks Hangover: What Investors are Watching This Week
​The sparklers have burned out, the leftover potato salad is reaching its critical shelf-life
by The Letter Staff
A Heart Full of Thanks: Celebrating America's 250th and Our Shared Journey
Oh, what a moment we find ourselves in!
by The Letter Staff
The Tug of War Escalates
The script of the 2024–2025 market is being completely rewritten.
by The Letter Staff
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