Unlike Prigozhin, the 🐿️ has a plan.

The Blind Squirrel's Monday Morning Notes, June 26th, 2023.

The 🐿️ is on the road in Europe for the next couple of weeks. We will continue to publish the weekly note while travelling but it will short(er) form than usual. We are also preparing a subscriber referral program. Please keep an eye out for that email during the week.

• This week we are ignoring the cage fighting billionaires and Russian coups and set out our short-, medium- and long-term trading plan for Agricultural commodities.

• Some new positions in the main portfolio (Argentina, US refiners and (more) uranium).

Unlike Prigozhin, the 🐿️ has a plan.

I created this week’s cover art before events in Russia / Ukraine knocked preening cage fighting tech billionaires off our front pages. It almost feels like a month since then, but I liked the image, and it stays.

The fog of war and instant expert-ery remains tough to penetrate, so much so that celebrity fashionista Derek Guy probably came up with the hottest take of the weekend (David Sacks must have been too busy deleting old tweets).