Archive - Blind Squirrel Macro

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.

13 hrs ago • 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

Pricing the "China Collar"

How China’s oil inventory strategy reshapes energy equity risk and return. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 27 of 2026.

Jul 11 • The Blind Squirrel

The 🐿️'s BUSHY™ Portfolio x Plutus

The Blind Squirrel Macro flagship beta portfolio - designed to be the antidote to the classic '60/40' retirement portfolio - can now be accessed on…

Jul 6 • The Blind Squirrel

Stock Take Pt 2 - EM Edition

Part 2 of the 🐿️'s 2026 annual Stock Take. Plus our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 26.

Jul 6 • The Blind Squirrel

Stock Take Season 2026 - Part 1

Is this finally the rotation we have been waiting for? The last 2 weeks of 'duration ping pong' have been exhausting. The 🐿️'s 'Monday' Morning Notes…

Jul 5 • The Blind Squirrel

June 2026

ATS is not a K-pop Band

Absorbing the first week after some significant changes. Our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 25.

Jun 29 • The Blind Squirrel

Pod: Warsh's Crooked Smile

Blind Squirrel Macro: The Pod. s2026; Episode 134.

Jun 28 • The Blind Squirrel

18:18

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