Vol. 1, No. 9 · September 2026
Margins Up, Volumes Down
The MarineMax auction reaches its final round while gross margins hit a record on falling volumes.
Subscribe
One issue a month. No lifestyle filler.
Helm & Horizon lands on the first Thursday of each month with the earnings tape, the charter picture, the risk notices, and three things worth doing about it.
What arrives in your inbox
The full edition, formatted to read cleanly on a phone, with a typeset PDF companion for anyone who wants to circulate it internally or print it for a board packet. Every figure links to its primary source.
- Cadence First Thursday of every month
- Volume One email. We never send anything else.
- Price Free, and no issue is ever paywalled
- Privacy Your address is never shared, sold, or rented
- Exit One-click unsubscribe in the footer of every issue
Before you commit