Blind Squirrel Macro | The Blind Squirrel | Substack

The Bosphorus Bid

The 🐿️ is revisiting old hunting grounds - and liking what he sees. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 29 of 2026.

Jul 25 • The Blind Squirrel

Yen Bulls Anonymous

Benny & The Squirrel: Episode 71 with Kevin "The MacroTourist" Muir.

Jul 23 • The Blind Squirrel and Capital Misallocation

Blighty and the Binface Bottom

Re-underwriting UK risk assets. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 28 of 2026.

Jul 18 • The Blind Squirrel

Pricing the "China Collar"

How China’s oil inventory strategy reshapes energy equity risk and return. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 27 of 2026.

Jul 11 • The Blind Squirrel

Stock Take Season 2026 - Part 1

Is this finally the rotation we have been waiting for? The last 2 weeks of 'duration ping pong' have been exhausting. The 🐿️'s 'Monday' Morning Notes…

Jul 5 • The Blind Squirrel

Most Popular

The Physics of SpaceX

May 24 • The Blind Squirrel and Capital Misallocation

The Squirrel's not feeling the crowds 'Offshore'

Sep 15, 2023 • The Blind Squirrel

The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.

Sep 25, 2023 • The Blind Squirrel

Pod: Wearable Prophylactics

Dec 14, 2025 • The Blind Squirrel

Recent posts

Pod: Talking Turkey

Blind Squirrel Macro: The Pod. s2026; Episode 137.

21 hrs ago • The Blind Squirrel

13:44

Back in the Straddle - 2026 Edition

It's time to strap on some vol plus our weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 28.

Jul 20 • The Blind Squirrel

Pod: The Binface Bottom?

Blind Squirrel Macro: The Pod. s2026; Episode 136.

Jul 19 • The Blind Squirrel

13:59

Pod: The China Collar

Blind Squirrel Macro: The Pod. s2026; Episode 135.

Jul 13 • The Blind Squirrel

14:35

‘Straya Ruggedization Update

Part 4 of the 🐿️'s 2026 annual Stock Take. New Home Focus 🐨. Plus our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 27.

Jul 12 • The Blind Squirrel

The 🐿️'s BUSHY™ Portfolio x Plutus

The Blind Squirrel Macro flagship beta portfolio - designed to be the antidote to the classic '60/40' retirement portfolio - can now be accessed on…

Jul 6 • The Blind Squirrel

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.

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