Blind Squirrel Macro
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Pod: Psst! You're long China anyway!
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Pod: Psst! You're long China anyway!

Blind Squirrel Macro: The Pod. Tuesday, 13th August 2024

The full Monday note can always be found at www.blindsquirrelmacro.com

The Monday Note:

Show Note Visuals:

Shares outstanding for EEM and EMXC.
The Rupee is a serial devaluer and it looks like USDINR wants to run again. The 🐿️ has shared his thoughts on the topic of India before. I am sure we will come back to the topic again soon enough.
No link alas. I don’t agree with a lot of Kotsko’s work, but this is pretty pithy!
Koyfin worksheet link above.
China 10-Yr yield (red) vs. US 10-Yr yield (blue)

Squirrel Out!

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Blind Squirrel Macro
Blind Squirrel Macro - The Pod
Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Finance observations are hit and miss.