Calls
3
Bob Sheehan
Founder, Lighthouse Macro
Win Rate
66.7%
Return
-0.1%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Short
Jun 29
$87.36
+0.0%
Supply dynamics, term premium, the fiscal doom loop, and reduced foreign buying will push long-end Treasury yields higher over the longer term, making long-duration bonds unattractive.
Macro
Long
Jun 29
$84.71
-0.5%
With the Fed put dead and less forward guidance, uncertainty rises, prompting a more defensive equity posture. Healthcare and consumer staples are shorter-duration equities that should benefit in this muddied environment where things are less clear.
Consumer
Long
Jun 29
$160.34
+0.3%
With the Fed put dead and less forward guidance, uncertainty rises, prompting a more defensive equity posture. Healthcare and consumer staples are shorter-duration equities that should benefit in this muddied environment where things are less clear.
Healthcare
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Bob Sheehan has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: TLT, XLV, XLP.
