Blind Squirrel Macro

Blind Squirrel Macro

Portfolio Updates

Oi! Did you Spill my Pint?

The 🐿️'s 'Start the Week' note! The implementation plan for the new ShinyAcorns™ basket. Plus our regular review of the BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2026, Week 7.

Feb 23, 2026
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In case you missed it, in the weekend note which hit inboxes on Sunday morning, the 🐿️ launched the ShinyAcorns™ portfolio - our basket of precious metals miners for 2026 and beyond. Make sure you check it out before reading on as we will start this week with the implementation plan for the basket:

Meet ShinyAcorns™: The 🐿️'s Curated Gold Equity Basket

Meet ShinyAcorns™: The 🐿️'s Curated Gold Equity Basket

The Blind Squirrel
·
Feb 22
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Also a quick head-up that John ‘JJ’ Johnston aka ‘Alyosha’ joining us on Benny & The Squirrel on Thursday. JJ is a veteran futures trader and was trading gold in open outcry markets before the 🐿️ was born. He is full of trading wisdom and amazing stories. Given the topic of the weekend note, it’s a perfect time for us to have the chance to speak to him.

Oi! Did you Spill my Pint?

BUSHY™ trailed benchmark and the S&P this week. We made a couple of changes this week (raising cash). All details in the weekly review below. Current risk markets are looking to this rodent like that aggressive drunk in the corner of the pub that just accused you of knocking over his beverage…

ShinyAcorns™ Implementation

As mentioned in the quick video at the end of yesterday’s note (reposted below), most of the charts have had 45+ degree runs up and to the right over the past year.

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