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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
21
12
1
Is There a Compute Surplus On the Horizon?
Benny & The Squirrel: Episode 19 with Episode 19 with Sachin Dev Duggal.
Jan 22
14
1
Gaman (我慢) & The Art of Holding
The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 2 of 2026.
Jan 18
21
2
Trouble in Big Rock Candy Mountain?
Benny & The Squirrel: Episode 17 with David Dredge, CIO of Convex Strategies.
Jan 16
18
1
Knowing your ABC
The Blind Squirrel's 'Monday' Morning Notes. Year 4; First FULL week of 2026.
Jan 11
29
3
3
Recent posts
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LatAm 2026: Not just a Series of Election Bets
The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 1.
Jan 4
21
1
It'll Never Catch On
The Blind Squirrel's 'Monday' Morning Notes. Year 3; Week 50.
Dec 14, 2025
21
2
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
19
1
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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