Blind Squirrel Macro

Blind Squirrel Macro

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August 2026

What to do with Bonds?
Some brief navel gazing post Jackson Hole a question mark around uranium plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week…
 • The Blind Squirrel
Pod: Bankers and Bots
Blind Squirrel Macro: The Pod. s2026; Episode 142.
 • The Blind Squirrel
20:39
Do AI Agents Kill the Bankers?
The quest to build the “20 stocks for 20 years” portfolio continues. This week we start with the financials. The 🐿️'s 'Monday' Morning Notes. Year 4…
 • The Blind Squirrel
Some Tinkering with the SPR
A couple of new commodity moves plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 33.
 • The Blind Squirrel
Pod: 20 Stocks for 20 Years
Blind Squirrel Macro: The Pod. s2026; Episode 141.
 • The Blind Squirrel
24:21
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
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