Sitemap - 2025 - Blind Squirrel Macro
Pod: China's Game Master has Spoken
The🐿️ is over Cupertino's Rent-seeker!
Pod: Beelzebub's Brussels Sprouts
Eh? Bud! 1,250 Honda Civics worth?
Pod: The tough lot of the Innkeeper
The Tough lot of the Innkeeper
It's the [insert Ticker] of [insert EM]!
What if Team Saddlebags has 'Air Cover'?
Pod: Acorn Stock Take: Part 4 - Wash up
'Stock Take' (Part 4) - The Wash-up
Pod: Acorn Stock Take: Part 3 - Financials
'Stock Take' (Part 3) - The Financials
Pod: Acorn Stock Take: Part 2 EM Edition
'Stock Take' (Part 2) - The EM Edition
The 🐿️'s Annual Acorn 'Stock Take'
Pod: Still Waiting for 'Samantha'
The BUSHY™ Portfolio - Week 21
The Day Amazon IPO-ed at $0.08 / share!
Pod: A Furry-tail Ending for Waymo?
Robotaxis: A Furry-tail Ending?
Pod: The Canadian Oil Mafia is Back
Week 18 - CTAs say 'Buy my Drawdowns'
Getting the #COM Back Together
Pod: What next for Mumbai's Mungers?
Absorbing the 🐋before 'Liberation Day'
Unpacking Coreweave with Craig Coben
Hey Jordan, sell me this chart!
A Panda and a Squirrel enter a bar
The Sucking Sound of Capital Flows
Pod: Multi-polarity Accelerated
Following the Rules with Jerry Parker
BUSHY™ and Acorn Updates - Week 8
Introducing the 🐿️'s BUSHY™ Portfolio
Pod: Like wet SOXX on a Chicken?
Dropping like wet SOXX on a Chicken?
Pod: Commodities are not Sardines
Pod: The 🐿️'s BUSHY™ Hedge Book
We are back in the SPY Straddle
Pod: The 🐿️'s BUSHY™ Portfolio