Blind Squirrel Macro - The PodPod: Acorn Stock Take: Part 10:00Current time: 0:00 / Total time: -21:22-21:22Paid episodeThe full episode is only available to paid subscribers of Blind Squirrel MacroSubscribe to listenPod: Acorn Stock Take: Part 1Blind Squirrel Macro: The Pod. s2025; Episode 90.The Blind SquirrelJun 09, 2025∙ Paid9ShareSubscribeThe Weekend Notes:The 🐿️'s Annual Acorn 'Stock Take'The Blind Squirrel·June 8, 2025Read full storyThe Visuals and Links:Big changes coming to Blind Squirrel Macro at the end of June. If you missed the earlier email, details can be found in the post linked below.The 🐿️ is going darkThe Blind Squirrel·June 8, 2025Read full storyContinue reading this post for free, courtesy of The Blind Squirrel.Claim my free postOr purchase a paid subscription.Blind Squirrel Macro - The PodMacro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Finance observations are hit and miss.Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Finance observations are hit and miss.SubscribeListen onSubstack AppYouTubePocket CastsRSS FeedAppears in episodeThe Blind SquirrelRecent EpisodesPod: Addressing Past Macro ErrorsAug 16 • The Blind SquirrelPod: Valuing Anthropic and OpenAIAug 9 • The Blind SquirrelPod: Hyperscalers and the Long BondAug 2 • The Blind SquirrelPod: Talking TurkeyJul 26 • The Blind SquirrelPod: The Binface Bottom?Jul 19 • The Blind SquirrelPod: The China CollarJul 13 • The Blind SquirrelPod: Warsh's Crooked SmileJun 28 • The Blind SquirrelPod: The Age of Reverse De-EquitizationJun 21 • The Blind Squirrel