Archive - Blind Squirrel Macro

The Foundation Credo

The value of the 2 major foundation lab AI companies is the belief system that is propping up the entire AI capex boom. An investigation. The 🐿️'s…

16 hrs ago • The Blind Squirrel

Waving in the 'Yella Fella'

A quick follow-up on our weekend note plus our weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 30.

Aug 3 • The Blind Squirrel

Pod: Hyperscalers and the Long Bond

Blind Squirrel Macro: The Pod. s2026; Episode 138.

Aug 2 • The Blind Squirrel

18:50

Do Hyperscalers Break Duration Hedges?

This rodent tries to 'red team' his antipathy towards bonds. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 30 of 2026.

Aug 1 • The Blind Squirrel

July 2026

Managing The Death Shot

Will the Fed administer a coup de grace this week? Will Warsh join the Hall of Fame? Plus our weekly review of BUSHY™ and live Acorn trade ideas. 'Start…

Jul 27 • The Blind Squirrel

Pod: Talking Turkey

Blind Squirrel Macro: The Pod. s2026; Episode 137.

Jul 26 • The Blind Squirrel

13:44

The Bosphorus Bid

The 🐿️ is revisiting old hunting grounds - and liking what he sees. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 29 of 2026.

Jul 25 • The Blind Squirrel

Back in the Straddle - 2026 Edition

It's time to strap on some vol plus our weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 28.

Jul 20 • The Blind Squirrel

Pod: The Binface Bottom?

Blind Squirrel Macro: The Pod. s2026; Episode 136.

Jul 19 • The Blind Squirrel

13:59

Blighty and the Binface Bottom

Re-underwriting UK risk assets. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 28 of 2026.

Jul 18 • The Blind Squirrel

Pod: The China Collar

Blind Squirrel Macro: The Pod. s2026; Episode 135.

Jul 13 • The Blind Squirrel

14:35

‘Straya Ruggedization Update

Part 4 of the 🐿️'s 2026 annual Stock Take. New Home Focus 🐨. Plus our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 27.

Jul 12 • The Blind Squirrel

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