Blind Squirrel Macro | The Blind Squirrel | Substack

Frontier Justice

Energy shock risks persist, but is it now time to revisit ASEAN stocks? The 🐿️'s 'Monday' Morning Notes. Year 4; Week 37 of 2026.

Sep 19 • The Blind Squirrel

Third Time’s a Charm!

Taking a break from the “20-for-20” this week as we return to old hunting ground - fading the strength of ‘mispriced’ US power utilities. The 🐿️'s…

Sep 12 • The Blind Squirrel

Atoms in Algo World

The quest to build the “20 stocks for 20 years” portfolio continues. As promised, this week we tackle the global resources sector. The 🐿️'s 'Monday…

Sep 5 • The Blind Squirrel

Do AI Agents Kill the Bankers?

The quest to build the “20 stocks for 20 years” portfolio continues. This week we start with the financials. The 🐿️'s 'Monday' Morning Notes. Year 4…

Aug 29 • The Blind Squirrel

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

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The Physics of SpaceX

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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

Start the Week - #37

The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 37.

Sep 21 • The Blind Squirrel

Pod: ASEAN Post Energy Shock

Blind Squirrel Macro: The Pod. s2026; Episode 146.

Sep 20 • The Blind Squirrel

10:18

Nose Clip and Chain Mail Glove

Time to catch that falling knife in rates? Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 36.

Sep 14 • The Blind Squirrel

Pod: Fading the Utes Redux

Blind Squirrel Macro: The Pod. s2026; Episode 145.

Sep 13 • The Blind Squirrel

17:14

Autumn Hedging Plans

Prepping for the ‘fall offensive’ plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 35.

Sep 7 • The Blind Squirrel

Pod: Underwriting The Dirt Movers

Blind Squirrel Macro: The Pod. s2026; Episode 143.

Sep 6 • The Blind Squirrel

22:07

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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