Blind Squirrel Macro

YouTube video by Benny & The Squirrel Time to Sell Uranium?

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
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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!

Did Ivan Buy for a Double? The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 5 of 2026.

www.blindsquirrelmacro.com/p/did-ivan-b...

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.

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...

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...

YouTube video by Benny & The Squirrel Warshed Out !!!

The Sunday Show became a Monday Show! Benny and the 🐿️discuss the "Christmas Tree of Death" in silver and $DXY bears getting Warshed Out!!
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YouTube video by Benny & The Squirrel The Commodity Boom Are We in a Bubble Again

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www.blindsquirrelmacro.com/p/flying-pig...

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...

@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 The Inelastic Market Hypothesis with Mike Green

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

SPY versus EEM (Emerging Markets)
3/3

SPY versus IEFA (Dev Mkts ex-US)
2/3

I am the monarch of the sea Raiders of the Lost Ark They're digging in the wrong place

How I feel about bargain hunters in the S&P 500 right now.
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1/3

Thanks Linda!

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.

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. Precious Metals Blowoff and JGB Meltdown. Connected?

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! 🎉🎉🎉🐿️

Pod: SaaS - The 'Sachin Test' Blind Squirrel Macro: The Pod. s2026; Episode 116.

Full podcast available for all this week - I think it is important

www.blindsquirrelmacro.com/p/refining-t...

www.blindsquirrelmacro.com/p/refining-t...

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.

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 The Chart That Ends US Dominance | Rupert Mitchell on the Regime Change No One Sees

Always so much fun chatting with my man Matt Zeigler - these days the Jon Bon Jovi of financial podcasting!

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,

In honour of this important day, there is a flash sale at Blind Squirrel Macro. Link: blindsquirrelmacro.com/squirrelday

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Is There a Compute Surplus On the Horizon? Benny & The Squirrel: Episode 19 with Episode 19 with Sachin Dev Duggal.

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