Archive - Blind Squirrel Macro

Pricing the "China Collar"

How China’s oil inventory strategy reshapes energy equity risk and return. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 27 of 2026.

11 hrs ago • 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

Stock Take Pt 2 - EM Edition

Part 2 of the 🐿️'s 2026 annual Stock Take. Plus our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 26.

Jul 6 • The Blind Squirrel

Stock Take Season 2026 - Part 1

Is this finally the rotation we have been waiting for? The last 2 weeks of 'duration ping pong' have been exhausting. The 🐿️'s 'Monday' Morning Notes…

Jul 5 • The Blind Squirrel

June 2026

ATS is not a K-pop Band

Absorbing the first week after some significant changes. Our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 25.

Jun 29 • The Blind Squirrel

Pod: Warsh's Crooked Smile

Blind Squirrel Macro: The Pod. s2026; Episode 134.

Jun 28 • The Blind Squirrel

18:18

The Crooked Smile

Time to talk about the US Dollar - we have a lot riding on it. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 25 of 2026.

Jun 28 • The Blind Squirrel

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

Pod: The Age of Reverse De-Equitization

Blind Squirrel Macro: The Pod. s2026; Episode 132.

Jun 21 • The Blind Squirrel

20:36

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

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

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