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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Sentiment is fragile. The U.S. government shutdown has thrown major economic prints into limbo, leaving markets to lean hard on Fed signals, bond auctions, and alternative data.
by Christian Morano | 2025-10-06
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In the ever-evolving landscape of American entrepreneurship—where bold ideas meet relentless determination—a quiet revolution is brewing.
by Ken Hubbard | 2025-10-03

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​The 2025 Nobel Peace Prize has been awarded
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Hey there, fellow prudent wealth-builders! As a politically conservative investor...
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This Week in Focus: Risk, Gaps & Fed Whispers
Sentiment is fragile. The U.S. government shutdown has thrown major economic prints into limbo, leaving markets to lean hard on Fed signals, bond auctions, and alternative data.
by The Letter Staff
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