Spaced Out!

SpaceX - The Liquidity Black Hole. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 13 of 2026.

The Blind Squirrel and Capital Misallocation

Apr 05, 2026

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Happy Easter to all who celebrate. This weekend’s note is a Benny & The Squirrel collaboration! We preview the jumbo SpaceX IPO. The two of us have moved a decent amount of primary paper between us o…

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