Blind Squirrel Macro

Blind Squirrel Macro

Portfolio Updates

‘Straya Ruggedization Update

Part 4 of the 🐿️'s 2026 annual Stock Take. New Home Focus 🐨. Plus our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 27.

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The Blind Squirrel
Jul 12, 2026
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In case you missed it, the weekend flagship was a deep dive into our energy positioning. Check it out via the link below 👇:

Pricing the "China Collar"

Pricing the "China Collar"

The Blind Squirrel
·
Jul 11
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Refining the ‘Straya Ruggedization Basket

Those of you that made it to the end of the weekend note will know that the 🐿️ is 3 weeks away from becoming an Australian citizen. In late March I wrote about the need for my new home to reinvest in sovereign resilience.

Time for some Hard Yakka!

Time for some Hard Yakka!

The Blind Squirrel
·
Mar 28
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I put together a basket of stocks - yet to be implemented - that I felt stood to benefit from political focus on the topic. There have been promising developments on the political front but we need to make some refinements.

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