Blind Squirrel Macro

Blind Squirrel Macro

Home
Podcast
Notes
Portfolio Updates
Benny & The Squirrel
Archive
About
Now What?
We need to fight through the fog of geopolitical ambiguity and put some risk back on. Our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week…
Jun 22 • The Blind Squirrel
Wanted: AI ROI!
Benny & The Squirrel: Episode 62.
Jun 21 • The Blind Squirrel and Capital Misallocation
It's 'Line in the Sand' time, Dario!
The 🐿️ is Calling Time on Cap-Weighted Dominance in US Equities. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 24 of 2026.
Jun 20 • The Blind Squirrel
Growth Without You
Benny & The Squirrel: Episode 61. With Paul Krake.
Jun 17 • The Blind Squirrel and Capital Misallocation
So Much for that Refuge
Are the exchanges still a tape bomb refuge? What needs to change? The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 23 of 2026.
Jun 14 • The Blind Squirrel
Most Popular
View all
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

View all
Pod: The Age of Reverse De-Equitization
Blind Squirrel Macro: The Pod. s2026; Episode 132.
Jun 21 • The Blind Squirrel
20:36
Pod: Perps & The Merc
Blind Squirrel Macro: The Pod. s2026; Episode 131.
Jun 15 • The Blind Squirrel
17:14
The Brent Bleed
The 🐿️'s 'Start the Week' note is back! Our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 23.
Jun 15 • The Blind Squirrel
Supply!
BUSHY™ and Acorn Review. 2026, Week 22.
Jun 7 • The Blind Squirrel
Amnesia - Gap Closed
BUSHY™ and Acorn Review. 2026, Week 21.
May 31 • The Blind Squirrel
Start The Week #20
BUSHY™ and Acorn Review. 2026, Week 20.
May 25 • The Blind Squirrel
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.
Recommendations
View all 68
User's avatar
BakStack
Phil Bak
Japan Optimist
Japan Optimist
Jesper Koll
Commodity Context
Commodity Context
Rory Johnston
User's avatar
Marcus on AI
Gary Marcus
User's avatar
Capital Flows and Asset Markets
Russell Clark
© 2026 RDAM Advisory Pty Limited · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture