Blind Squirrel Macro
@blindsquirrel.bsky.social
Macro for Civilians. Hunting for acorns in the market for over 30 years. Not anon. Own my views. Get more ruminations of a slightly snarky rodent at www.blindsquirrelmacro.com or at https://youtube.com/@benny_squirrel?si=zcKdZtcvnBTXnzaU on YouTube
Pinned
Time to Sell Uranium?
YouTube video by Benny & The Squirrel
youtu.be
Benny and The Squirrel cover a ton of ground in 35 minutes - strap in!
Reaction of the rates complex to the ‘Fed - Treasury Accord’ and how play it; Japan’s “Inverse Triple Yasu”; Time to sell uranium?; Risk managing "SaaS-pocalypse" shorts
youtu.be/s1n0bC6HqEw?...
Reaction of the rates complex to the ‘Fed - Treasury Accord’ and how play it; Japan’s “Inverse Triple Yasu”; Time to sell uranium?; Risk managing "SaaS-pocalypse" shorts
youtu.be/s1n0bC6HqEw?...
Not Enough EM Assets to go Around!
open.substack.com/pub/arcadian...
open.substack.com/pub/arcadian...
Not Enough EM Assets to go Around!
Benny & The Squirrel: Episode 25 with Louis Gave.
open.substack.com
February 13, 2026 at 2:12 AM
Not Enough EM Assets to go Around!
open.substack.com/pub/arcadian...
open.substack.com/pub/arcadian...
Benny and The Squirrel cover a ton of ground in 35 minutes - strap in!
Reaction of the rates complex to the ‘Fed - Treasury Accord’ and how play it; Japan’s “Inverse Triple Yasu”; Time to sell uranium?; Risk managing "SaaS-pocalypse" shorts
youtu.be/s1n0bC6HqEw?...
Reaction of the rates complex to the ‘Fed - Treasury Accord’ and how play it; Japan’s “Inverse Triple Yasu”; Time to sell uranium?; Risk managing "SaaS-pocalypse" shorts
youtu.be/s1n0bC6HqEw?...
Time to Sell Uranium?
YouTube video by Benny & The Squirrel
youtu.be
February 10, 2026 at 1:55 AM
Benny and The Squirrel cover a ton of ground in 35 minutes - strap in!
Reaction of the rates complex to the ‘Fed - Treasury Accord’ and how play it; Japan’s “Inverse Triple Yasu”; Time to sell uranium?; Risk managing "SaaS-pocalypse" shorts
youtu.be/s1n0bC6HqEw?...
Reaction of the rates complex to the ‘Fed - Treasury Accord’ and how play it; Japan’s “Inverse Triple Yasu”; Time to sell uranium?; Risk managing "SaaS-pocalypse" shorts
youtu.be/s1n0bC6HqEw?...
Just finished this week's 'Start the Week' note. In inboxes at 6.30am EST. It is jam-packed with fresh ideas. A big uranium rethink (with some schmuck insurance). Plus important changes to BUSHY™ and Acorn portfolios - including 3 new (highly convex) trades. Not your usual Monday note!
February 9, 2026 at 2:09 AM
Just finished this week's 'Start the Week' note. In inboxes at 6.30am EST. It is jam-packed with fresh ideas. A big uranium rethink (with some schmuck insurance). Plus important changes to BUSHY™ and Acorn portfolios - including 3 new (highly convex) trades. Not your usual Monday note!
Small Modular (nuclear) Reactors are not the answer to AI's energy needs. Watch the full conversation with physical power trader Tom Jens - "Physics vs. Equity Fairies: The Hard Truth About AI Power" on YouTube. youtu.be/MHMQNSYtO8s...
February 8, 2026 at 12:30 PM
Small Modular (nuclear) Reactors are not the answer to AI's energy needs. Watch the full conversation with physical power trader Tom Jens - "Physics vs. Equity Fairies: The Hard Truth About AI Power" on YouTube. youtu.be/MHMQNSYtO8s...
This weekend, a timely return to an old friend after the mid week cancellation of "GlenRio". Note will be in inboxes on Sunday at 7am EST.
February 8, 2026 at 1:48 AM
This weekend, a timely return to an old friend after the mid week cancellation of "GlenRio". Note will be in inboxes on Sunday at 7am EST.
In the short term, forget about SMRs, the only quick fix is solar and batteries. Watch the full conversation with physical power trader Tom Jens - "Physics vs. Equity Fairies: The Hard Truth About AI Power" on YouTube. youtu.be/MHMQNSYtO8s...
February 8, 2026 at 12:30 AM
In the short term, forget about SMRs, the only quick fix is solar and batteries. Watch the full conversation with physical power trader Tom Jens - "Physics vs. Equity Fairies: The Hard Truth About AI Power" on YouTube. youtu.be/MHMQNSYtO8s...
Small Modular (nuclear) Reactors are not the answer to AI's energy needs. Watch the full conversation with physical power trader Tom Jens - "Physics vs. Equity Fairies: The Hard Truth About AI Power" on YouTube. youtu.be/MHMQNSYtO8s...
February 7, 2026 at 5:30 PM
Small Modular (nuclear) Reactors are not the answer to AI's energy needs. Watch the full conversation with physical power trader Tom Jens - "Physics vs. Equity Fairies: The Hard Truth About AI Power" on YouTube. youtu.be/MHMQNSYtO8s...
In the short term, forget about SMRs, the only quick fix is solar and batteries. Watch the full conversation with physical power trader Tom Jens - "Physics vs. Equity Fairies: The Hard Truth About AI Power" on YouTube. youtu.be/MHMQNSYtO8s...
February 7, 2026 at 12:40 PM
In the short term, forget about SMRs, the only quick fix is solar and batteries. Watch the full conversation with physical power trader Tom Jens - "Physics vs. Equity Fairies: The Hard Truth About AI Power" on YouTube. youtu.be/MHMQNSYtO8s...
Watch the full conversation with physical power trader Tom Jens - a man who has traded power around all 3 data center booms since the 1990s - "Physics vs. Equity Fairies: The Hard Truth About AI Power" on YouTube. youtu.be/MHMQNSYtO8s...
February 7, 2026 at 3:31 AM
Watch the full conversation with physical power trader Tom Jens - a man who has traded power around all 3 data center booms since the 1990s - "Physics vs. Equity Fairies: The Hard Truth About AI Power" on YouTube. youtu.be/MHMQNSYtO8s...
The Sunday Show became a Monday Show! Benny and the 🐿️discuss the "Christmas Tree of Death" in silver and #$DXY bears getting Warshed Out!!
youtu.be/SElDdAC1UeA?...
youtu.be/SElDdAC1UeA?...
Warshed Out !!!
YouTube video by Benny & The Squirrel
youtu.be
February 3, 2026 at 4:01 AM
The Sunday Show became a Monday Show! Benny and the 🐿️discuss the "Christmas Tree of Death" in silver and #$DXY bears getting Warshed Out!!
youtu.be/SElDdAC1UeA?...
youtu.be/SElDdAC1UeA?...
This weekend's note will be in inboxes at 7am EST - we exploring a case of flying pigs, with a side order of PTSD by proxy.
February 1, 2026 at 5:14 AM
This weekend's note will be in inboxes at 7am EST - we exploring a case of flying pigs, with a side order of PTSD by proxy.
Short sellers are getting gamed! Catch the whole conversation with Mike Green here: youtu.be/0BujPY3nfBE...
January 30, 2026 at 12:41 PM
Short sellers are getting gamed! Catch the whole conversation with Mike Green here: youtu.be/0BujPY3nfBE...
Just out! Benny and the 🐿️’s conversation with Michael W. Green.
Even if you are familiar with Mike’s thesis on passive investment, do not miss this conversation -we explore how inelastic markets are emerging everywhere from JGBs to the silver pits. @profplum99 @BenBrey
Even if you are familiar with Mike’s thesis on passive investment, do not miss this conversation -we explore how inelastic markets are emerging everywhere from JGBs to the silver pits. @profplum99 @BenBrey
The Inelastic Market Hypothesis with Mike Green
@Benny_Squirrel sit down with Mike Green of Simplify Asset Management. Recorded Thursday 29th January 2026. Many of you may be familiar with Mike’s thesis on the impact of passive management on equity markets. Even if you are, please don’t miss this conversation.
We do cover Mike’s legendary XIV sh
youtu.be
January 29, 2026 at 10:49 PM
Just out! Benny and the 🐿️’s conversation with Michael W. Green.
Even if you are familiar with Mike’s thesis on passive investment, do not miss this conversation -we explore how inelastic markets are emerging everywhere from JGBs to the silver pits. @profplum99 @BenBrey
Even if you are familiar with Mike’s thesis on passive investment, do not miss this conversation -we explore how inelastic markets are emerging everywhere from JGBs to the silver pits. @profplum99 @BenBrey
Raiders of the Lost Ark They're digging in the wrong place
I am the monarch of the sea
youtu.be
January 28, 2026 at 1:18 AM
I know that most of you were not watching CNBC at 8pm EST on Xmas Day, but EU/India trade deal before US/India trade deal was a 🐿️ call. See below for the receipts.
January 27, 2026 at 11:47 PM
I know that most of you were not watching CNBC at 8pm EST on Xmas Day, but EU/India trade deal before US/India trade deal was a 🐿️ call. See below for the receipts.
Ben and the 🐿️ analyze extreme volatility in the silver market and the collapsing gold-silver ratio alongside. They then pivot to Japan and the recent “YenTervention”, JGB “bear steepeners” and inflation. Recorded 1/27/26 in Dubai and Melbourne.
Precious Metals Blowoff and JGB Meltdown. Connected?
Episode 20 of @Benny_Squirrel
Ben and the 🐿️ analyze extreme volatility in the silver market and the collapsing gold-silver ratio alongside. They then pivot to Japan and the recent “YenTervention”, JGB “bear steepeners” and inflation.
youtu.be
January 27, 2026 at 12:56 PM
Ben and the 🐿️ analyze extreme volatility in the silver market and the collapsing gold-silver ratio alongside. They then pivot to Japan and the recent “YenTervention”, JGB “bear steepeners” and inflation. Recorded 1/27/26 in Dubai and Melbourne.
Cocoa #$CC now back at the level at which I sold it in Jan 2024. One of the reasons I like the CTAs to do Ag trend following on my behalf. Happy CC Round Trip day to those that celebrate! 🎉🎉🎉🐿️
January 27, 2026 at 3:58 AM
Cocoa #$CC now back at the level at which I sold it in Jan 2024. One of the reasons I like the CTAs to do Ag trend following on my behalf. Happy CC Round Trip day to those that celebrate! 🎉🎉🎉🐿️
Full podcast available for all this week - I think it is important
Pod: SaaS - The 'Sachin Test'
Blind Squirrel Macro: The Pod. s2026; Episode 116.
www.blindsquirrelmacro.com
January 26, 2026 at 1:18 PM
Full podcast available for all this week - I think it is important
Reposted by Blind Squirrel Macro
We have a long weekend to mark the end of the southern hemisphere equivalent of that mid-June to late August period in Paris - and the 🐿️s are on the road in the Blue Mountains of New South Wales. A combined note will hot inboxes at 8.30am GMT.
January 25, 2026 at 4:15 AM
We have a long weekend to mark the end of the southern hemisphere equivalent of that mid-June to late August period in Paris - and the 🐿️s are on the road in the Blue Mountains of New South Wales. A combined note will hot inboxes at 8.30am GMT.
Reposted by Blind Squirrel Macro
Always so much fun chatting with my man Matt Zeigler - these days the Jon Bon Jovi of financial podcasting!
The Chart That Ends US Dominance | Rupert Mitchell on the Regime Change No One Sees
In this episode of Excess Returns, Rupert Mitchell returns to break down a rapidly shifting global macro landscape and explain how he is positioning across regions, assets, and market regimes. The conversation spans emerging markets, commodities, China, Latin America, US market leadership, and the r
youtu.be
January 22, 2026 at 8:41 PM
Always so much fun chatting with my man Matt Zeigler - these days the Jon Bon Jovi of financial podcasting!
Reposted by Blind Squirrel Macro
In honour of this important day, there is a flash sale at Blind Squirrel Macro. Link: blindsquirrelmacro.com/squirrelday
www.nationaldaycalendar.com/national-day...
www.nationaldaycalendar.com/national-day...
SQUIRREL APPRECIATION DAY - January 21
SQUIRREL APPRECIATION DAY On January 21st, Squirrel Appreciation Day recognizes a critter some consider a pest and others see as just fascinating. The creator,
www.nationaldaycalendar.com
January 21, 2026 at 8:25 PM
In honour of this important day, there is a flash sale at Blind Squirrel Macro. Link: blindsquirrelmacro.com/squirrelday
www.nationaldaycalendar.com/national-day...
www.nationaldaycalendar.com/national-day...