Eric is a career-long specialist in U.S. interest rate markets with 25 years of institutional fixed income experience spanning U.S. Treasury bonds, repurchase agreements, interest rate futures, and global sovereign debt. He spent 21 years at Kessler Investment Advisors under U.S. Treasury pioneer Robert Kessler, serving as President from 2012 to 2021. During that time, he co-created and co-managed a Goldman Sachs partnership fund distributed to institutional investors in the Middle East and Asia, and created and managed the Kessler Cornerstone Absolute Return Strategy — a Cayman hedge fund and offered on the Deutsche Bank Select platform — for over 14 years.
In 2021, Eric founded Lantern Capital LLC, an independent advisory and economic research firm with $149 million in assets under advisement (4/2026). He builds original analytical frameworks from first principles, including the “Recession Trifecta” — a concept combining yield curve inversion, the Sahm Rule, and Conference Board LEI drawdowns that has predicted every U.S. recession in its historical test without a single false positive.
Eric has two proprietary indices on the Bloomberg Terminal: the Lantern Daily Economic Index (LTRNLDEI), a first-of-its-kind composite measuring real-time nominal economic growth across 45 macro indicators, and a Beige Book recession measurement tool (LTRNBBRE) derived from his whitepaper on the GDP of each Federal Reserve District. His research and commentary reach institutional investors and financial advisors globally, with work published on Advisor Perspectives, quoted in Barron’s, and featured on CNBC and ZeroHedge. In October 2023, he published “Views from the Top” — calling the cyclical peak of Treasury yields on the precise day it occurred, a call derived from 75 years of market history.
Since launching Lantern Capital’s website in June 2023, Eric has maintained a 70.6% directional accuracy rate on interest rate calls across 109 predictive posts (as of April 2026) — correctly identifying whether rates would rise or fall, often against prevailing consensus and market momentum. That record includes correctly calling a majority of the last six secondary trends in U.S. interest rates (also 4/2026), each representing a multi-month shift in market direction, as well as the primary trend peak call on the exact day it occurred. Clients receiving Eric’s daily commentary benefit from the same analytical discipline applied in real time, with greater granularity and depth than what appears in public posts, grounded in his proprietary frameworks and 25 years of pattern recognition across full business cycles.
Contact:
Lantern Capital LLC
720 16th Street, #214
Denver, CO 80202
(303) 668-0502
eric.hickman@lanterncapital.com
@EricWHickman on X
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