Blind Squirrel Macro

Blind Squirrel Macro

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. Year 4; Week 33 of 2026.

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The Blind Squirrel
Aug 22, 2026
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Time for something completely different. Am riffing on an idea that my old friend Paul Krake and I worked on about 10 years ago. Picking 20 stocks for 20 years may be about as challenging as visualizing the mi…

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