Postcard from Samui

The Blind Squirrel's Monday Morning Notes, April 10th 2023.

Summary

• A big welcome to our new readers. Thank you for your interest and support

• Keeping it brief this week as (i) I suspect I already used enough of your time budget on the Market Huddle and (ii) I am on holiday and keen to get back to the beach!

• The 🐿️ is not a fan of horror and suspense movies. Clearly that ominous sense that something bad is about to happen delivers the wrong kind of dopamine hit to rodents. We have something suspense-movie-esque going on with markets at the moment.

• This publication does not do “Doom Porn”. However, peering between our fingers from behind the metaphorical couch, we see plenty of reasons for caution.

• The new Acorn on Occidental Petroleum (OXY) has started well. We think things are about to really kick off in Ag commodities.

Postcard from Samui

First up, a massive warm welcome to our new readers. It really is an honor that you have decided to allow me into your already crowded inboxes. I recognize that everyone is time ‘poor’ in this day and age …