Blind Squirrel Macro

Blind Squirrel Macro

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Sitemap - 2025 - Blind Squirrel Macro

China Thoughts

Pod: The Canadian Oil Mafia is Back

Week 18 - CTAs say 'Buy my Drawdowns'

Getting the #COM Back Together

Week 17 - Brief Honeymoon

Pod: Deal Drought

Week 16 - 🐿️ Nuptials Ahead!

Deal Drought

Pod: Vale Old Chestnut.

Saved by a glass of wine

A Fitting Tribute

Nowhere to Hide

Cutting Take Outs!

Pod: What next for Mumbai's Mungers?

Absorbing the 🐋before 'Liberation Day'

But 🐿️, it's the next China!

Unpacking Coreweave with Craig Coben

Pod: The Drone Edition

Hey Jordan, sell me this chart!

Drones: Crashin' or Cash in?

A Panda and a Squirrel enter a bar

Pod: Chinese Booze Edition

Rethinking some Hedges

Ganbei!

Going Fishing

The Sucking Sound of Capital Flows

Gnu

Pod: Multi-polarity Accelerated

Multi-polarity Accelerates

Following the Rules with Jerry Parker

Pod: Saddlebags Redux

BUSHY™ and Acorn Updates - Week 8

Saddlebags Redux

Pod: Hot for Hot Pot

BUSHY™ and Acorn Updates

Hot for Hot Pot!

Pod: Time to Bank on Japan!

BUSHY™ and Acorn Updates

Introducing the 🐿️'s BUSHY™ Portfolio

Time to Bank on Japan!

Pod: Like wet SOXX on a Chicken?

Dropping like wet SOXX on a Chicken?

Pod: Tape Bomb Refuge

Tape Bomb Refuge

Pod: Commodities are not Sardines

Commodities are not Sardines

Pod: The 🐿️'s BUSHY™ Hedge Book

The 🐿️'s BUSHY™ Hedge Book

The 🐿️'s BUSHY™ Hedge Book

We are back in the SPY Straddle

Pod: The 🐿️'s BUSHY™ Portfolio

Introducing the 🐿️'s BUSHY™ Portfolio

The 🐿️ in 2025

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