Blind Squirrel Macro

Blind Squirrel Macro

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The World in 2046
Escaping the tyranny of the ‘next quarter’. Introducing Blind Squirrel Macro’s “20 stocks for 20 years” Portfolio. The 🐿️'s 'Monday' Morning Notes…
 • The Blind Squirrel
Oh, Gavin!
The AI gaslighters are getting on the 🐿️'s nerves. Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
 • The Blind Squirrel
Pod: Addressing Past Macro Errors
Blind Squirrel Macro: The Pod. s2026; Episode 140.
 • The Blind Squirrel
24:45
Leveraging the Hong Kong 'Sluice'
Making amends for a shocking macro call in the rodent's dim and distant past. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 32 of 2026.
 • The Blind Squirrel
Chase the ShinyAcorns?
The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
 • The Blind Squirrel
Pod: Valuing Anthropic and OpenAI
Blind Squirrel Macro: The Pod. s2026; Episode 139.
 • The Blind Squirrel
17:43
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…
 • 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.
 • The Blind Squirrel
Pod: Hyperscalers and the Long Bond
Blind Squirrel Macro: The Pod. s2026; Episode 138.
 • 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.
 • The Blind Squirrel

July 2026

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