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 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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​Why Behavioral Due Diligence Matters More Than the Spreadsheets.
by Ken Hubbard | 2026-06-30
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How integrating hyperscale data centers into depressed urban landscapes and closed-loop ecosystems solves the AI power crisis while revitalizing American communities.
by Ken Hubbard | 2026-06-24

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Other


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
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The script of the 2024–2025 market is being completely rewritten.
by The Letter Staff
The Production-First Transition
Navigating a "Higher for Longer" Market Plateau
by The Letter Staff
The Psychology of the Pivot
​Why Behavioral Due Diligence Matters More Than the Spreadsheets.
by The Letter Staff
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