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Time for a Glowing Hedge?
The 🐿️'s 'Start the Week' note! Hedge book changes and time to rethink 🐿️'s uranium length? Plus our regular review of the BUSHY™ Multi Asset ETF…
6 hrs ago
8
2
Pod: Ivan's Double
Blind Squirrel Macro: The Pod. s2026; Episode 118.
21 hrs ago
3
1
13:17
Did Ivan Buy for a Double?
The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 5 of 2026.
Feb 8
26
2
2
Pod: Pork and PTSD
Blind Squirrel Macro: The Pod. s2026; Episode 117.
Feb 2
6
1
16:10
White Metal Stops!
The 🐿️'s 'Start the Week' note. Our regular review of the BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2026, Week 4.
Feb 2
21
1
Flying Pigs?
The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 4 of 2026.
Feb 1
23
2
3
January 2026
Pod: SaaS - The 'Sachin Test'
Blind Squirrel Macro: The Pod. s2026; Episode 116.
Jan 26
6
1
1:14:08
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…
Jan 25
28
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
22
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
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