Sitemap - 2026 - Blind Squirrel Macro
How the Short Selling Sausage is Made
End of the Pain for Bond Bulls?
Pod: If the Strait is still shut...
Strait still closed? Then Carry on Selling.
It's Tough for the 'Kids of Fukuyama'
Sometimes, you Never Sell Enough
Will Energy Kill The Japanese Bull Market?
Pod: Don Draper’s Worst Nightmare?
Adobe: SaaSacre™ Victim or Don Draper's Nightmare?
The Silver Short Squeeze is OVER!
Is it SAFE to add Gold Miners Here?
Meet ShinyAcorns™: The 🐿️'s Curated Gold Equity Basket
Did I buy the GDX in a Safari Suit?
Not Enough EM Assets to go Around!
Physics vs. Equity Fairies: The Hard Truth About AI Power
The Inelastic Market Hypothesis
Precious Metals Blowoff and JGB Meltdown. Connected?
Refining the SaaS Long Short Opportunity
Is There a Compute Surplus On the Horizon?
Does the Flattener Kill this KRE Rally?
Pod: Japanese Banks - From Value to Growth
Gaman (我慢) & The Art of Holding
Trouble in Big Rock Candy Mountain?
Dollar UP, EM UP - What's UP??