Blind Squirrel Macro
@blindsquirrel.bsky.social
Macro for Civilians. Hunting for acorns in the market for over 30 years. Not anon. Own my views. I write a newsletter (much of it for free) so get more ruminations of a slightly snarky rodent at www.blindsquirrelmacro.com
Pinned
Getting a real 'ground floor' vibe here on Uzbekistan. Full conversation out this weekend on www.blindsquirrelmac...
Benny & The Squirrel - Second episode and FIRST live edition. These are coming on Sunday and Thursday evenings at 6pm EST. Playbacks available on the 🐿️ site. www.blindsquirrelmacro.com/p/benny-and-...
Benny & The Squirrel
Episode 2: Sunday November 9th 6pm EST
www.blindsquirrelmacro.com
November 10, 2025 at 3:12 AM
Benny & The Squirrel - Second episode and FIRST live edition. These are coming on Sunday and Thursday evenings at 6pm EST. Playbacks available on the 🐿️ site. www.blindsquirrelmacro.com/p/benny-and-...
This week's 'Monday Morning' Notes will be out at 7am EST. I make no apologies for the title!
November 9, 2025 at 12:20 AM
This week's 'Monday Morning' Notes will be out at 7am EST. I make no apologies for the title!
Benny & The Squirrel - The Pilot
www.blindsquirrelmacro.com/p/benny-and-...
www.blindsquirrelmacro.com/p/benny-and-...
Benny & The Squirrel - The Pilot
Watch now (43 mins) | An introduction to our new live show that will air twice a week at 6pm EST on Sunday and Thursday evenings.
www.blindsquirrelmacro.com
November 7, 2025 at 4:47 AM
Benny & The Squirrel - The Pilot
www.blindsquirrelmacro.com/p/benny-and-...
www.blindsquirrelmacro.com/p/benny-and-...
The great and good of EM investing hit Tashkent in late October. My pal Yurta was on the ground (as he has been for over 5 years) and understands why - catch the full conversation (for free) when it drops this weekend at www.blindsquirrelmac...
November 6, 2025 at 11:40 AM
The great and good of EM investing hit Tashkent in late October. My pal Yurta was on the ground (as he has been for over 5 years) and understands why - catch the full conversation (for free) when it drops this weekend at www.blindsquirrelmac...
Getting a real 'ground floor' vibe here on Uzbekistan. Full conversation out this weekend on www.blindsquirrelmac...
November 5, 2025 at 9:36 AM
Getting a real 'ground floor' vibe here on Uzbekistan. Full conversation out this weekend on www.blindsquirrelmac...
Just sat down for a chat with my friend Scott "Yurta" Osheroff. Could not resist posting this classic 'EM 101' clip. Full conversation and report out later this week.
November 4, 2025 at 9:55 AM
Just sat down for a chat with my friend Scott "Yurta" Osheroff. Could not resist posting this classic 'EM 101' clip. Full conversation and report out later this week.
The Millennium private placement has 🐿️ thinking about valuations. A $14bn price tag for a minority stake in one of the Big 3 'pod shop' giants would tuck Izzy's millionaire factory in between - checks notes - Cooper $COO (a contact lens company) and UHS (private hospitals) in the S&P 500. Huh????
November 4, 2025 at 1:21 AM
The Millennium private placement has 🐿️ thinking about valuations. A $14bn price tag for a minority stake in one of the Big 3 'pod shop' giants would tuck Izzy's millionaire factory in between - checks notes - Cooper $COO (a contact lens company) and UHS (private hospitals) in the S&P 500. Huh????
Limping home www.blindsquirrelmacro.com/p/oriental-r...
Oriental Reflections
Monday Morning Notes and Portfolio Review. 2025, Week 44.
www.blindsquirrelmacro.com
November 2, 2025 at 11:27 AM
Limping home www.blindsquirrelmacro.com/p/oriental-r...
This week’s pod just dropped. Also on Apple and your favourite pod apps www.blindsquirrelmacro.com/p/pod-low-en...
Pod: Low Energy
Listen now | Blind Squirrel Macro: The Pod. s2025; Episode 105.
www.blindsquirrelmacro.com
October 26, 2025 at 10:08 PM
This week’s pod just dropped. Also on Apple and your favourite pod apps www.blindsquirrelmacro.com/p/pod-low-en...
Wait, what?! Canada plays baseball?
October 25, 2025 at 8:35 AM
Wait, what?! Canada plays baseball?
This week's Monday note is hitting inboxes on a Saturday (7am EST)! This week we tackle an energy conundrum. Why are equities disagreeing with spot crude?
October 25, 2025 at 3:12 AM
This week's Monday note is hitting inboxes on a Saturday (7am EST)! This week we tackle an energy conundrum. Why are equities disagreeing with spot crude?
Got copper? Got Met Coal? Just refreshed my numbers on Glencore from the summer. Absurdly cheap real asset play.
www.blindsquirrelmacro.com/p/a-zug-inve...
www.blindsquirrelmacro.com/p/a-zug-inve...
October 23, 2025 at 7:30 AM
Got copper? Got Met Coal? Just refreshed my numbers on Glencore from the summer. Absurdly cheap real asset play.
www.blindsquirrelmacro.com/p/a-zug-inve...
www.blindsquirrelmacro.com/p/a-zug-inve...
The latest just out - for the UK soap fans...
October 19, 2025 at 11:40 AM
The latest just out - for the UK soap fans...
Everybody’s jet lag hack is personal. I have found that arriving in my new destination in the evening is my secret to time zone conquest. This belief nudges me towards ‘The Chairman’s’. Also, the advent of in flight WiFi means that time at 30,000 feet can now be quite productive. When it works!
October 12, 2025 at 9:12 PM
Everybody’s jet lag hack is personal. I have found that arriving in my new destination in the evening is my secret to time zone conquest. This belief nudges me towards ‘The Chairman’s’. Also, the advent of in flight WiFi means that time at 30,000 feet can now be quite productive. When it works!
Had a lot of fun (as ever!) sitting down with Maggie for her new show Market Notes (from the Market House). @maggielake open.substack.com/pu...
October 10, 2025 at 6:08 AM
Had a lot of fun (as ever!) sitting down with Maggie for her new show Market Notes (from the Market House). @maggielake open.substack.com/pu...
Start the week note now in inboxes.
Twitchy Whiskers
Review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2025, Week 40.
www.blindsquirrelmacro.com
October 6, 2025 at 11:03 AM
Start the week note now in inboxes.
This week's note will hit inboxes at 7am EST. Natty has the 🐿️'s attention. Make sure you are on the list at www.blindsquirrelmac...
October 5, 2025 at 7:03 AM
This week's note will hit inboxes at 7am EST. Natty has the 🐿️'s attention. Make sure you are on the list at www.blindsquirrelmac...
One the road this week. Latest note in inboxes now.
September 28, 2025 at 10:05 AM
One the road this week. Latest note in inboxes now.
Latest note now in inboxes. Looking under the hood of the latest IPO cohort.
September 21, 2025 at 8:41 AM
Latest note now in inboxes. Looking under the hood of the latest IPO cohort.
Not your father's junk bond market.
Making sense of Junk
The Blind Squirrel's 'Monday' Morning Notes. Year 3; Week 37.
www.blindsquirrelmacro.com
September 14, 2025 at 11:16 AM
Not your father's junk bond market.
