Blind Squirrel Macro | The Blind Squirrel | Substack

The World in 2046

Escaping the tyranny of the ‘next quarter’. Introducing Blind Squirrel Macro’s “20 stocks for 20 years” Portfolio. The 🐿️'s 'Monday' Morning Notes…

Aug 22 • The Blind Squirrel

Leveraging the Hong Kong 'Sluice'

Making amends for a shocking macro call in the rodent's dim and distant past. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 32 of 2026.

Aug 15 • The Blind Squirrel

Fading the K-Shaped Economy Narrative

Benny & The Squirrel: Episode 77 with Jeff Macke.

Aug 14 • The Blind Squirrel

The Foundation Credo

The value of the 2 major foundation lab AI companies is the belief system that is propping up the entire AI capex boom. An investigation. The 🐿️'s…

Aug 8 • The Blind Squirrel

Do Hyperscalers Break Duration Hedges?

This rodent tries to 'red team' his antipathy towards bonds. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 30 of 2026.

Aug 1 • 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

Some Tinkering with the SPR

A couple of new commodity moves plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 33.

Aug 24 • The Blind Squirrel

Pod: 20 Stocks for 20 Years

Blind Squirrel Macro: The Pod. s2026; Episode 141.

Aug 23 • The Blind Squirrel

24:21

The AI gaslighters are getting on the 🐿️'s nerves. Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.

Aug 17 • The Blind Squirrel

Pod: Addressing Past Macro Errors

Blind Squirrel Macro: The Pod. s2026; Episode 140.

Aug 16 • The Blind Squirrel

24:45

Chase the ShinyAcorns?

The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.

Aug 10 • The Blind Squirrel

Pod: Valuing Anthropic and OpenAI

Blind Squirrel Macro: The Pod. s2026; Episode 139.

Aug 9 • The Blind Squirrel

17:43

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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