Blind Squirrel Macro
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blindsquirrel.bsky.social
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
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Delighted to join @cnbc.com this morning to chat about the year ahead. www.cnbc.com/asia-squawk-...
Fun chat with Kev and the rest of the Huddlers. youtu.be/QmCxU9iiiPQ?...
XMAS SPECIAL PT.2
YouTube video by The Market Huddle
youtu.be
December 28, 2025 at 12:56 AM
Delighted to join @cnbc.com this morning to chat about the year ahead. www.cnbc.com/asia-squawk-...
December 26, 2025 at 6:40 AM
Merry Christmas to all my followers and subscribers. Here is to a hopefully excellent 2026 ahead!!
December 23, 2025 at 8:30 PM
Reposted by Blind Squirrel Macro
Link to our latest interview show with Brent Johnson of Santiago Capital. You will not want to miss!
Uncovering the 21st Century Manhattan Project! Benny and The Squirrel Episode 12: with Brent Johnson
Benny & The Squirrel were joined live by Brent Johnson of Santiago Capital. We went way beyond Brent's "US dollar Milkshake Theory", exploring the impact of GENIUS Act Stablecoins on FX and Treasury markets and the Department of War's new "Office of Strategic Capital". Do not miss it. @Benny_Squirre
youtu.be
December 19, 2025 at 2:40 AM
Reposted by Blind Squirrel Macro
What if there is ulterior motive to allowing US equities and ETFs to trade 23/5? Part of a fascinating Benny and The Squirrel had with Santiago Capital’s Brent Johnson. @BenBrey @SantiagoAuFund
December 19, 2025 at 3:32 PM
Join @benbrey and the 🐿️ LIVE at 7pm EST for the last live show of 2025! $MDLN saved the aggregate P&L scorecard for the Autumn US IPO offensive. Does it make a difference? How much collateral has been destroyed since the October peak?
December 21, 2025 at 8:02 PM
Latest post on milkshakes, stablecoins and next year’s hedging strategies. Special Acorn stocking filler included. In inboxes now.
December 21, 2025 at 7:55 AM
What if there is ulterior motive to allowing US equities and ETFs to trade 23/5? Part of a fascinating Benny and The Squirrel had with Santiago Capital’s Brent Johnson. @BenBrey @SantiagoAuFund
December 19, 2025 at 3:32 PM
Link to our latest interview show with Brent Johnson of Santiago Capital. You will not want to miss!
Uncovering the 21st Century Manhattan Project! Benny and The Squirrel Episode 12: with Brent Johnson
Benny & The Squirrel were joined live by Brent Johnson of Santiago Capital. We went way beyond Brent's "US dollar Milkshake Theory", exploring the impact of GENIUS Act Stablecoins on FX and Treasury markets and the Department of War's new "Office of Strategic Capital". Do not miss it. @Benny_Squirre
youtu.be
December 19, 2025 at 2:40 AM
Reposted by Blind Squirrel Macro
Mark your calendars! Brent "Mr Dollar Milkshake" Johnson is joining us LIVE (on Twitter and 'Stack) on Thursday evening (Dec 18) at 7pm EST @BenBrey @SantiagoAuFund
December 16, 2025 at 10:46 PM
Mark your calendars! Brent "Mr Dollar Milkshake" Johnson is joining us LIVE (on Twitter and 'Stack) on Thursday evening (Dec 18) at 7pm EST @BenBrey @SantiagoAuFund
December 16, 2025 at 10:46 PM
This weekend's Monday Morning Notes from the 🐿️ will hit inboxes at 7am EST on Sunday.
December 13, 2025 at 11:51 PM
@kevinmuir.bsky.social just joined Benny and the 🐿️ for a fun packed hour. We covered everything from Canadian politics to a review of the consensus trades in discretionary macro land. Link to full show below
December 12, 2025 at 4:01 AM
Jensen going on Rogan was a tell!
December 8, 2025 at 12:54 PM
After the National Security Strategy, how should we be thinking about the dollar?
December 8, 2025 at 2:51 AM
The most recent IPO season gets rates "2/10 - see me after class" by the 🐿️. Catch the whole show on the 🐿️ site and YouTube (link below)
1/2
December 8, 2025 at 2:43 AM