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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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If you’re a Republican investor right now, the worst mistake you can make is confusing volatility with danger.
by Ken Hubbard | 2026-02-05
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Yesterday, President Trump announced a new trade and tariff deal with India—and Wall Street’s first reaction missed the point.
by Ken Hubbard | 2026-02-04
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​Early-Stage Startups • Emerging Markets • Niche Plays for Republican Investors
by Ken Hubbard | 2026-02-03
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Here we go, this week is going to be interesting with Warsh entering the game
by Ken Hubbard | 2026-02-02
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Markets can live with uncertainty. What they struggle with is contradiction.
by Christian Morano | 2026-01-29

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Other


Red, White & Reallocation: Where Republican Capital Moves Next
​Tariffs, energy dominance, and industrial revival
by The Letter Staff
Market Shift: AI Infrastructure and the "Quality" Rotation
TL;DR: The Week at a Glance, moving from tech to value
by The Letter Staff
STAY AHEAD OF THE CURVE
Markets have a way of humbling
by The Letter Staff
This Week in Investing: Where Do We Go From Here?
The Dow touching 50,000 isn’t just a headline—it’s a psychological milestone.
by The Letter Staff
The Market’s Favorite Hobby: Overreacting
It's Friday the 6th of February 2026, having fun yet?
by The Letter Staff
Volatility Is the Feature, Not the Bug
If you’re a Republican investor right now, the worst mistake you can make is confusing volatility with danger.
by The Letter Staff
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