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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September didn’t just show up — it showed off.
by Ken Hubbard | 2025-11-20
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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 Christian Morano | 2025-11-18
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​The government is back open, the data faucet is turning back on
by Ken Hubbard | 2025-11-17
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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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Other


GOBL Turkey Futures from TIC
Listen up, cranberry sauce bosses. You’re trading
by The Letter Staff
What the Markets Really Did This Year (While Everyone Was Arguing About Everything Else)
Every year, I take a hard look at my portfolio
by The Letter Staff
Can Building More Homes Really Lower Prices? Or Are We Just Living in a New Housing Reality?
For years, we’ve been fed a simple idea: Build more homes and prices will go down. It sounds logical.
by The Letter Staff
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
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