Archive - Blind Squirrel Macro

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Blind Squirrel Macro: The Pod. s2026; Episode 152.

21 mins ago • The Blind Squirrel

14:12

Investing in consumption when drugs change appetites and bots book holidays... The 🐿️'s 'Monday' Morning Notes. Year 4; Week 45 of 2026.

Nov 14 • The Blind Squirrel

Hedges came off on Thursday. When do we put them back on? The weekly review of the BUSHY™ portfolio and live Acorn trade ideas. 'Start the Week': 2026…

Nov 9 • The Blind Squirrel

Confucian Confusion

Blind Squirrel Macro: The Pod. s2026; Episode 151.

Nov 8 • The Blind Squirrel

15:53

Confucian Confusion

Is China really the next equity rotation beneficiary? The 🐿️'s 'Monday' Morning Notes. Year 4; Week 44 of 2026.

Nov 8 • The Blind Squirrel

When a headline ends with a “?”, you know the answer...No! The weekly review of the BUSHY™ portfolio and live Acorn trade ideas. 'Start the Week': 2026…

Nov 2 • The Blind Squirrel

Pod: How to Handle Anthropic’s IPO

Blind Squirrel Macro: The Pod. s2026; Episode 150.

Nov 1 • The Blind Squirrel

1:22:46

October 2026

The Average of Zero and Infinity is...

In contemplation of the Anthropic IPO, a note for the non-believers in the ‘Digital Sky Daddy’. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 43 of…

Oct 31 • The Blind Squirrel

Weekend Tape Bombs

2 new trades plus a few existing positions on watch. The weekly review of the BUSHY™ portfolio and live Acorn trade ideas. 'Start the Week': 2026, Week…

Oct 26 • The Blind Squirrel

Pod: Underwriting Industrials

Blind Squirrel Macro: The Pod. s2026; Episode 149.

Oct 25 • The Blind Squirrel

15:52

The Factory Comes With a Price Tag

Can industrials be the steady compounders we need them to be from this starting point? The 🐿️'s 'Monday' Morning Notes. Year 4; Week 42 of 2026.

Oct 24 • The Blind Squirrel

Pod: The Future Is Expensive

Blind Squirrel Macro: The Pod. s2026; Episode 147.

Oct 19 • The Blind Squirrel

47:01

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