Sitemap - 2023 - Blind Squirrel Macro
Tough times for Financial Justice Warriors
Tough times for Financial Justice Warriors
Now, Sid James and Ueda-San walk into that bar. Carry On?
Now, Sid James and Ueda-San walk into that bar. Carry On?
Scooby-Doo and Vincent Vega walk into a bar.
Scooby-Doo and Vincent Vega walk into a bar.
Hear me out! Leveraged Finance, but no marks!
Hear me out! Leveraged Finance, but no marks!
Sorry Harley, the 2 Year note is not for babies!
Thoughts on Dumb Money (I did it for Cliff)
Thoughts on Dumb Money (I did it for Cliff!)
Did the Grim Reaper miss his bus?
Did the Grim Reaper miss his bus?
Does Halloween have other plans for Santa?
Does Halloween have other plans for Santa?
'Fishy' returns in private markets.
'Fishy' returns in private markets.
Refocusing the 🐿️'s Ag Positioning
A pensive🐿️ contemplates the energy outlook.
A pensive🐿️ contemplates the energy outlook.
The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.
The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.
The Squirrel's not feeling the crowds 'Offshore'
Pennies in front of the Steamroller
Pennies in front of the Steamroller
The end of the $DASH for trash?
The IPO of 'The House that Covid Built'
The IPO of 'The House that Covid Built'
A top in the Indian equity moon shot?
A top in the Indian equity moon shot?
From ‘The China Syndrome’ to ‘Trading Places’
From ‘The China Syndrome’ to ‘Trading Places’
Master of the House and Sundae Sprinkles
Master of the House and Sundae Sprinkles
'Aaa'-pple! The best bond in the world?
The 🐿️ takes a look at the long bond again.
So, Mrs. Yellen, how were the 'shrooms, and have we just witnessed another 'Accord'?
From Energy Drinks to… the dangers of returning to holiday cocktails
Sticky Prime (drink) and Sticky Prices
Unlike Prigozhin, the 🐿️ has a plan.
Time for a return to the Dark Side?
"Cash for Moat" - Tesla's ‘Gummi Bear’ Pivot
Saved by compliance from an Nvidia 'ouching'
"So🐿️, my nephew wants to 'get involved' in the markets. Can you help?"
Safe Space: AI and Debt Ceiling Free
Confessions of a ‘China Reopening’ Bag-holder
The dilemmas facing Garfield's "Barbell"
Can I get a Squ-ISDA from JP Morgan?
What if JPOW lost control of the long-end?
The Squirrel and Nutstuff hit The Huddle
I get it, Baldrick is Dogecoin!
Capturing Uncle Warren's Bid Premium
How the 🐿️ uses OptionStrat in our Acorns.
🐿️ Ears: Jim Leitner. An options and macro masterclass + listen to Janet the game master!
Have we been crushed enough in crude?
🐿️ Ears: Cem Karsan on Volatility and Macro
Footballing in No-Man's Land (II)
We were spared from Bill's tears on CNBC
🐿️ Ears: Marko Papic bashes the 'tech bros'
The Blind Squirrel's Monday Notes. 3/6/23
Acorn: Ben Graham’s Electric Car
The Blind Squirrel's Monday Notes. 2/27/23
50 Books for Traders and Investors
The Blind Squirrel's Monday Notes. 2/20/23
🐿️ Ears: Cognitive Dissidents: Podcast notes