Blind Squirrel Macro
Blind Squirrel Macro - The Pod
Pod: Addressing Past Macro Errors
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Pod: Addressing Past Macro Errors

Blind Squirrel Macro: The Pod. s2026; Episode 140.

The Weekend Note:

Leveraging the Hong Kong 'Sluice'

Leveraging the Hong Kong 'Sluice'

The 🐿️’s best and worst trades in global macro both originated in Asia. The best one came following Shinzo Abe’s election in Japan in late 2012. This rodent was ‘all in’ on Abe’s “Three Arrows” economic reforms.

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