Blind Squirrel Macro | The Blind Squirrel | Substack

Refining the SaaS Long Short Opportunity

The 🐿️'s 'Start the Week' note. This week we drill down to next level on the SaaS thesis. Also our regular review of the BUSHY™ Multi Asset ETF…

13 hrs ago

Is There a Compute Surplus On the Horizon?

Benny & The Squirrel: Episode 19 with Episode 19 with Sachin Dev Duggal.

Jan 22

Gaman (我慢) & The Art of Holding

The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 2 of 2026.

Jan 18

Trouble in Big Rock Candy Mountain?

Benny & The Squirrel: Episode 17 with David Dredge, CIO of Convex Strategies.

Jan 16

Knowing your ABC

The Blind Squirrel's 'Monday' Morning Notes. Year 4; First FULL week of 2026.

Jan 11

Blind Squirrel Macro

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