Blind Squirrel Macro

Blind Squirrel Macro

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Frontier Justice
Energy shock risks persist, but is it now time to revisit ASEAN stocks? The 🐿️'s 'Monday' Morning Notes. Year 4; Week 37 of 2026.
 • The Blind Squirrel
Nose Clip and Chain Mail Glove
Time to catch that falling knife in rates? Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 36.
 • The Blind Squirrel
Pod: Fading the Utes Redux
Blind Squirrel Macro: The Pod. s2026; Episode 145.
 • The Blind Squirrel
17:14
Third Time’s a Charm!
Taking a break from the “20-for-20” this week as we return to old hunting ground - fading the strength of ‘mispriced’ US power utilities. The 🐿️'s…
 • The Blind Squirrel
Autumn Hedging Plans
Prepping for the ‘fall offensive’ plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 35.
 • The Blind Squirrel
Pod: Underwriting The Dirt Movers
Blind Squirrel Macro: The Pod. s2026; Episode 143.
 • The Blind Squirrel
22:07
Atoms in Algo World
The quest to build the “20 stocks for 20 years” portfolio continues. As promised, this week we tackle the global resources sector. The 🐿️'s 'Monday…
 • The Blind Squirrel

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
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