Time for Another Spin
The Blind Squirrel's Monday Morning Notes. Year 3; Week 20.
The 🐿️ thinks he has found a tariff trade that he really likes the look of.
In case you missed it, I published the latest 🐿️-pod interview show on Friday morning. A terrific conversation with
, the equity capital markets veteran who priced the Amazon IPO 28 years ago.If you did not know that Jeff Bezos’ mother showed up to ‘supervise’ the stabilization trader that was opening up the stock or that a German bank owned a third of the American tech icon’s free float 5 days later then this will be a fabulous way to spend half an hour of your time!
Full video and report here 👇
Time for another spin
Back in 2025 now, and the 🐿️ thinks he has found a tariff trade that he really likes the look of. It ticks a number of boxes for the rodent:
a business with natural inflation hedging properties ✅;
a unique market position which will allow the business to increase unit prices (and margins) while remaining competitive ✅;
a re-rating catalyst in the form of active restructuring ✅;
a chart that looks like it means business after a classic ‘news fail’ ✅; and
Keep reading with a 7-day free trial
Subscribe to Blind Squirrel Macro to keep reading this post and get 7 days of free access to the full post archives.