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
This week's "Monday Morning" Notes will hit inboxes at 7am EST on Saturday! Inspired by "Dallas Equities".
November 15, 2025 at 7:33 AM
This week's "Monday Morning" Notes will hit inboxes at 7am EST on Saturday! Inspired by "Dallas Equities".
Now on YouTube (now that the ACDC and Talking Heads have been removed). Back again live at 6pm EST on Sunday
youtu.be/kdZ7XHtRd0w...
youtu.be/kdZ7XHtRd0w...
November 14, 2025 at 7:55 AM
Now on YouTube (now that the ACDC and Talking Heads have been removed). Back again live at 6pm EST on Sunday
youtu.be/kdZ7XHtRd0w...
youtu.be/kdZ7XHtRd0w...
Benny and The Squirrel: Episode 3. Get the full show at www.blindsquirrelmac...
November 14, 2025 at 1:12 AM
Benny and The Squirrel: Episode 3. Get the full show at www.blindsquirrelmac...
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!
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????
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...
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.
In China, the 'Game Master' has spoken clearly. Act accordingly. New report out at 7am EST at www.blindsquirrelmac...
September 7, 2025 at 1:36 AM
In China, the 'Game Master' has spoken clearly. Act accordingly. New report out at 7am EST at www.blindsquirrelmac...
George Soros used to fax his inventory to Goldman when his back hurt. For the 🐿️, it's twitchy whiskers that put me on risk management alert. Time for a 'drains up' re-underwriting of all live positions. Note out at 7am EST via www.blindsquirrelmac...
August 31, 2025 at 3:26 AM
George Soros used to fax his inventory to Goldman when his back hurt. For the 🐿️, it's twitchy whiskers that put me on risk management alert. Time for a 'drains up' re-underwriting of all live positions. Note out at 7am EST via www.blindsquirrelmac...
You can keep your crypto treasury ponzis, the 🐿️is long Labubu makers, African e-commerce (aka 'da Nile') and Japanese rice combine harvesters.
August 20, 2025 at 6:06 AM
You can keep your crypto treasury ponzis, the 🐿️is long Labubu makers, African e-commerce (aka 'da Nile') and Japanese rice combine harvesters.
Reader notice. This weekend's 'Monday Morning Notes' is not a write up on the Japanese autos. Available Sunday 7am EST at www.blindsquirrelmac...
August 16, 2025 at 11:31 PM
Reader notice. This weekend's 'Monday Morning Notes' is not a write up on the Japanese autos. Available Sunday 7am EST at www.blindsquirrelmac...
This week's podcast is out. Family history tells the 🐿️ that restaurant owners know the true health of the consumer.
www.blindsquirrelmac...
podcasts.apple.com/u...
open.spotify.com/epi...
www.blindsquirrelmac...
podcasts.apple.com/u...
open.spotify.com/epi...
August 12, 2025 at 12:53 AM
This week's podcast is out. Family history tells the 🐿️ that restaurant owners know the true health of the consumer.
www.blindsquirrelmac...
podcasts.apple.com/u...
open.spotify.com/epi...
www.blindsquirrelmac...
podcasts.apple.com/u...
open.spotify.com/epi...
This week some thoughts on the US consumer. Publishing at Sunday 7pm EST. Get on the list at www.blindsquirrelmac...
August 10, 2025 at 5:26 AM
This week some thoughts on the US consumer. Publishing at Sunday 7pm EST. Get on the list at www.blindsquirrelmac...
This weekend's 'Monday Morning' is coming to you on a Saturday! We appear to be rerunning a greatest hits medley of 2020/2021 trading degeneracy classics. Even a couple of the dodgier SPACs are having an encore in the sun. There is one fallen angel from that period that we are keen to revisit...
August 2, 2025 at 7:54 AM
This weekend's 'Monday Morning' is coming to you on a Saturday! We appear to be rerunning a greatest hits medley of 2020/2021 trading degeneracy classics. Even a couple of the dodgier SPACs are having an encore in the sun. There is one fallen angel from that period that we are keen to revisit...
This week the 🐿️ revisits the Middle East after a 2-decade hiatus. Gulf capital markets are shaping up to be a lot more interesting these days. Note out at 7am EST via www.blindsquirrelmac...
July 26, 2025 at 11:33 PM
This week the 🐿️ revisits the Middle East after a 2-decade hiatus. Gulf capital markets are shaping up to be a lot more interesting these days. Note out at 7am EST via www.blindsquirrelmac...
🐿️ is getting serious about global domination. I will be comping a paid subscription to the first new subscriber from any of the following countries - Greenland, Svalbard, Mongolia, anywhere in the ‘stans, Sahel, Central Africa or PNG.
July 23, 2025 at 1:59 PM
🐿️ is getting serious about global domination. I will be comping a paid subscription to the first new subscriber from any of the following countries - Greenland, Svalbard, Mongolia, anywhere in the ‘stans, Sahel, Central Africa or PNG.