Blind Squirrel Macro

Share this post

Master of the House and Sundae Sprinkles

www.blindsquirrelmacro.com

Master of the House and Sundae Sprinkles

The Blind Squirrel's Monday Morning Notes, August 14th, 2023.

Aug 13, 2023
∙ Paid
21
Share this post

Master of the House and Sundae Sprinkles

www.blindsquirrelmacro.com
10
Share
Upgrade to paid to play voiceover
The Squirrel in the costume of ‘Master of the House’. But his goal is to demystify the offerings of the modern-day manifestations of Monsieur Thénardier.
  • A whirlwind narrative arc takes us from Victor Hugo via “America’s angriest hedge fund” to principal protected notes. Bear with the 🐿️!

  • If you want downside protection with upside participation in the S&P 500 index, do it yourself! Introducing The Blind Squirrels ‘DIY’ option.

  • Today, structured products (and how they are hedged) are an important component of equity market structure and create yet another layer of market fragility. Ignore them at your peril.

  • Full Acorn Review covering TLT 0.00%↑ DBA 0.00%↑ WEAT 0.00%↑ #Mercedes BNO 0.00%↑ UNG 0.00%↑ and $AUDUSD.

Note: I have recorded an audio voice over of front section of the letter this week. The letter also contains a video walk-through of the 🐿️’s DIY PPN Structure. Feedback welcome. I am working to put this on the major podcast apps.

Master of the House and Sundae Sprinkles

Family road trips in the 1980s required the us…

This post is for paid subscribers

Already a paid subscriber? Sign in
Previous
Next
© 2023 RDAM Advisory Pty Limited
Market data by Intrinio
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing