Blind Squirrel Macro

Blind Squirrel Macro

Portfolio Updates

We all start at Zero!

Weekly review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2026, Week 0 (all 1 day of it!).

Jan 05, 2026
∙ Paid

A final reminder to free subscribers that subscription costs for new subscribers will be rising to US$45 per month (with a generous discount for annual subscribers) at the end of this week. Existing subscribers are grandfathered at their existing subscription rates. Unsure of what is on offer behind the 🐿️ paywall? Hit the button below and check it out for free (as well as lock in the current rates if you like what you see)!

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We all start at Zero!

Just a quick one this week. In the weekend note, we covered lifted the hood on the 🐿️’s Latin American exposures. Link below in case you missed it.

LatAm 2026: Not just a Series of Election Bets

LatAm 2026: Not just a Series of Election Bets

The Blind Squirrel
·
Jan 4
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This morning Benny and I recorded the first episode for 2026. He is in Medellin at the moment. The audio gets much better after 2 minutes so stick with it - I think it was one of our best. Full show notes are in your inbox.

BUSHY™ and Acorn Review

Starting on January 1st with zero runs on the board is the lot facing anyone managing a P&L. The inevitable correction in the metals after Christmas cost BUSHY™ about 1.5% of performance in the last few trading days of 2025, but the first trading day of 2026 on Friday clawed back most of that deficit and the closed “Week Zero” up 130 basis points. International exposures helped. I hope this sets the tone for the year.

ETF Level Performance

Below are the year-to-date and full year numbers for the BUSHY™ ETFs.

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