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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Technology


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When markets tumble, supply chains fracture
by Ken Hubbard | 2026-07-13
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For the last decade, early-stage venture capital operated on a simple, comforting playbook:
by Ken Hubbard | 2026-07-08
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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 Ken Hubbard | 2026-07-07
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​The sparklers have burned out, the leftover potato salad is reaching its critical shelf-life
by Ken Hubbard | 2026-07-06

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