Blind Squirrel Macro
Blind Squirrel Macro - The Pod
Pod: Red Markets in Red Wine
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Pod: Red Markets in Red Wine

Blind Squirrel Macro: The Pod. Tuesday, 25th June 2024

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

The Monday Note:

Show Note Visuals:

Propelled largely by Asian buyers, the top Burgundies have (until recently) been the Nvidia Highlander™ of the wine market.
UberLux has compounded at over 3x the rate of AlsoLux over 5 years.
Falling auto loan volumes and increased delinquencies speak volumes.

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.