Blind Squirrel Macro | The Blind Squirrel | Substack

The 🐿️’s African Paper

Will EM local currency fixed income become a victim of the ‘Hunger Games’? The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week…

Oct 5 • The Blind Squirrel

Hellenic Reflections

The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 38.

Sep 28 • The Blind Squirrel

The 🐿️'s BUSHY™ Portfolio x Plutus

The Blind Squirrel Macro flagship beta portfolio - designed to be the antidote to the classic '60/40' retirement portfolio - can now be accessed on…

Jul 6 • The Blind Squirrel

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

Most Popular

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

The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 40.

Oct 12 • The Blind Squirrel

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

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

Campbell Ramble

Alexander Campbell

Pinecone Weekly Brief

Chase Taylor

Curve Advisor

FXMacroGuy

Patrick Flood, CFA

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts