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Benny & The Squirrel
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Not Enough EM Assets to go Around!
Benny & The Squirrel: Episode 25 with Louis Gave.
2 hrs ago
7
1
Time for a Glowing Hedge?
The 🐿️'s 'Start the Week' note! Hedge book changes and time to rethink 🐿️'s uranium length? Plus our regular review of the BUSHY™ Multi Asset ETF…
Feb 9
14
14
Did Ivan Buy for a Double?
The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 5 of 2026.
Feb 8
27
2
2
Flying Pigs?
The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 4 of 2026.
Feb 1
23
2
3
The Inelastic Market Hypothesis
Benny & The Squirrel: Episode 21 with Mike Green.
Jan 29
17
2
3
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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…
Jan 25
28
12
1
Is There a Compute Surplus On the Horizon?
Benny & The Squirrel: Episode 19 with Episode 19 with Sachin Dev Duggal.
Jan 22
15
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
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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