Blind Squirrel Macro

Blind Squirrel Macro

Home
Podcast
Notes
Portfolio Updates
Benny & The Squirrel
Archive
About
Knowing your ABC
The Blind Squirrel's 'Monday' Morning Notes. Year 4; First FULL week of 2026.
Jan 11
Do Banks Drive the Market Down in 2026?
Benny & The Squirrel: Episode 15 with Charlie Peabody of Portales Partners.
Jan 9
16:57
Pod: Latin Thoughts
Blind Squirrel Macro: The Pod. s2026; Episode 113.
Jan 5
LatAm 2026: Not just a Series of Election Bets
The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 1.
Jan 4
It'll Never Catch On
The Blind Squirrel's 'Monday' Morning Notes. Year 3; Week 50.
Dec 14, 2025

Recent posts

See all
Steepening Ahead
A look at bonds, the National Security Strategy and a general risk update. Weekly review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn…
Dec 7, 2025
The Foundry Sisters
The Blind Squirrel's 'Monday' Morning Notes. Year 3; Week 48.
Nov 29, 2025
The Prabowo Pivot
The Blind Squirrel's 'Monday' Morning Notes. Year 3; Week 46.
Nov 15, 2025
Blind Squirrel Macro
Blind Squirrel Macro
Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.
Recommendations
View all 63
Mateen's Newsletter - Discuss The Tape
Mateen's Newsletter - Discuss The Tape
Mateen Chaudhry
The Curse of Knowledge
The Curse of Knowledge
Steve Hemingway
The Choice Engine
The Choice Engine
Adam Butler
market vibes
market vibes
Alyosha
Conks
Conks
Conks

Blind Squirrel Macro

AboutArchiveRecommendationsSitemap
© 2026 RDAM Advisory Pty Limited · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture