Blind Squirrel Macro

Blind Squirrel Macro

Portfolio Updates

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.

The Blind Squirrel's avatar
The Blind Squirrel
Jun 29, 2026
∙ Paid

Quick reminder that the cost of annual subscriptions will be rising from $360 to $450 TOMORROW! Monthly subscriptions will remain at $45. As ever, all existing subscribers are grandfathered at their original rates.

Subscribe now via Website

In case you missed it, the weekend flagship note drilled down on the recent strength of the USD. Check it out via the link below 👇:

The Crooked Smile

The Crooked Smile

The Blind Squirrel
·
Jun 28
Read full story

ATS is not a K-pop Band

Before we get to the portfolio review, I owe you some background to the newest edition to BUSHY™’s ETF line up - GVAL 0.00%↑ - Cambria’s Global Value ETF. I have been aware of GVAL for quite some time but my traditional weapon of choice for EM value equity beta has been the iShares EM High Dividend DVYE 0.00%↑ ETF.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 RDAM Advisory Pty Limited · Market data by Intrinio · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture