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Refining the SaaS Long Short Opportunity
The 🐿️'s 'Start the Week' note. This week we drill down to next level on the SaaS thesis. Also our regular review of the BUSHY™ Multi Asset ETF…
14 hrs ago
21
12
1
Pod: Japanese Banks - From Value to Growth
Listen now | Blind Squirrel Macro: The Pod. s2026; Episode 115.
Jan 19
6
1
1
15:19
The SaaS Suck!
The 🐿️'s 'Start the Week' note. This week - software and 'Saddlebags' as well as regular review of the BUSHY™ Multi Asset ETF Portfolio and live Acorn…
Jan 19
21
2
3
Gaman (我慢) & The Art of Holding
The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 2 of 2026.
Jan 18
21
2
Pod: Knowing your ABC
Blind Squirrel Macro: The Pod. s2026; Episode 114.
Jan 12
6
22:53
Too Early to Keep Score
Weekly review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2026, Week 1 (the first proper one).
Jan 12
24
2
Knowing your ABC
The Blind Squirrel's 'Monday' Morning Notes. Year 4; First FULL week of 2026.
Jan 11
29
3
3
Pod: Latin Thoughts
Blind Squirrel Macro: The Pod. s2026; Episode 113.
Jan 5
7
2
16:57
We all start at Zero!
Weekly review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2026, Week 0 (all 1 day of it!).
Jan 5
14
LatAm 2026: Not just a Series of Election Bets
The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 1.
Jan 4
21
1
December 2025
Holding on to the Silver Bull
Year end rebalancing for the 🐿️'s BUSHY™ Portfolio and a review of the live Acorn trade ideas. 2025, Week 52.
Dec 28, 2025
30
3
3
Pod: Western Disunion
Listen now | Blind Squirrel Macro: The Pod. s2025; Episode 111.
Dec 22, 2025
6
1
18:24
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