@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
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!
12.10.2025 21:12 — 👍 2 🔁 1 💬 0 📌 0
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...
10.10.2025 06:08 — 👍 2 🔁 0 💬 0 📌 0
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...
05.10.2025 07:03 — 👍 0 🔁 0 💬 0 📌 0
One the road this week. Latest note in inboxes now.
28.09.2025 10:05 — 👍 1 🔁 0 💬 0 📌 0
Latest note now in inboxes. Looking under the hood of the latest IPO cohort.
21.09.2025 08:41 — 👍 1 🔁 0 💬 0 📌 0open.substack.com/pub/arcadian...
07.09.2025 18:04 — 👍 1 🔁 0 💬 0 📌 0
In China, the 'Game Master' has spoken clearly. Act accordingly. New report out at 7am EST at www.blindsquirrelmac...
07.09.2025 01:36 — 👍 1 🔁 0 💬 0 📌 1
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...
31.08.2025 03:26 — 👍 0 🔁 0 💬 0 📌 0
You can keep your crypto treasury ponzis, the 🐿️is long Labubu makers, African e-commerce (aka 'da Nile') and Japanese rice combine harvesters.
20.08.2025 06:06 — 👍 1 🔁 0 💬 0 📌 0www.blindsquirrelmacro.com/p/eh-bud-125...
17.08.2025 17:51 — 👍 1 🔁 0 💬 0 📌 0
Reader notice. This weekend's 'Monday Morning Notes' is not a write up on the Japanese autos. Available Sunday 7am EST at www.blindsquirrelmac...
16.08.2025 23:31 — 👍 1 🔁 0 💬 0 📌 1
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...
This week some thoughts on the US consumer. Publishing at Sunday 7pm EST. Get on the list at www.blindsquirrelmac...
10.08.2025 05:26 — 👍 0 🔁 0 💬 0 📌 0
Had so much chatting with Matt Zeigler the other day
youtu.be/wGe8_F4CtdQ?...
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...
02.08.2025 07:54 — 👍 1 🔁 0 💬 0 📌 0
I wrote this piece just before Christmas. I keep on being asked for an update on my views on crypto / Bitcoin. They remain unchanged. A Withnail tribute. No paywall. $BTC $IBIT
www.blindsquirrelmacro.com/p/another-ta...
I guess it should have been obvious when the oligarchs’ superyachts and the crypto fugitives all converged on Dubai in 2022. Like the Tatooine of Star Wars or the Arrakis of Dune (nod to my sci-fi nerd readers: - the 🐿️ is aware that they are one and the same …
open.substack.com/pub/arcadian...
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...
26.07.2025 23:33 — 👍 0 🔁 0 💬 0 📌 0
🐿️ 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.
23.07.2025 13:59 — 👍 0 🔁 0 💬 0 📌 0
Pod: Bonds and Bulls
www.blindsquirrelmacro.com/p/pod-bonds-...
When I first moved to Australia, the 🐿️ was barely allowed to touch his own barbecue let alone get anyone near anyone else’s! Apparently, the application of direct heat to raw meat is the exclusive birth right of Aussie blokes!
www.blindsquirrelmacro.com/p/the-has-a-...
When I first moved to Australia, the 🐿️ was barely allowed to touch his own barbecue let alone get anyone near anyone else’s! New report (calling time on the original bull run) out at 7am EST. www.blindsquirrelmac...
20.07.2025 01:45 — 👍 1 🔁 0 💬 0 📌 0
