Blind Squirrel Macro

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The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.
The Blind Squirrel's Monday Morning Notes, September 25th, 2023.
14
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The Squirrel's not feeling the crowds 'Offshore'
30
Seasonality and the St Leger
A top in the Indian equity moon shot?
28
Pennies in front of the Steamroller
10
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The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.
Listen now (16 mins) | Blind Squirrel Macro: The Pod. Monday 25th September 2023.
Seasonality and the St Leger
Listen now (9 mins) | Blind Squirrel Macro: The Pod. Monday 18th September 2023.
Seasonality and the St Leger
The Blind Squirrel's Monday Morning Notes, September 18th, 2023.
The Squirrel's not feeling the crowds 'Offshore'
A 'torqued' Acorn Basket in Transocean, Noble, Valaris, Tidewater and Weatherford.
30
Pennies in front of the Steamroller
Listen now (20 mins) | Blind Squirrel Macro: The Pod. Monday 11th September 2023.
Pennies in front of the Steamroller
The Blind Squirrel's Monday Morning Notes, September 11th, 2023.
10
The end of the $DASH for trash?
Domino's CFO: "In 60 years, we’ve never made a dollar delivering pizza...So, we’re just not sure how others do it."
19
The IPO of 'The House that Covid Built'
Listen now (16 mins) | Blind Squirrel Macro: The Pod. Monday 4th September, 2023.
The IPO of 'The House that Covid Built'
The Blind Squirrel's Monday Morning Notes, September 4th, 2023.
16
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.

Blind Squirrel Macro

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