YouTube video by Epsilon Theory
He Lived the Boom. Then Saw the Blind Spots | Rupert Mitchellβs Journey Through Global Finance
Had so much chatting with Matt Zeigler the other day
youtu.be/wGe8_F4CtdQ?...
06.08.2025 22:13 β π 0 π 0 π¬ 0 π 0
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 β π 1 π 0 π¬ 0 π 0
Another Table at the Wall Street Casino
The Blind Squirrel's Monday Morning Notes, 16th December 2024.
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...
28.07.2025 10:00 β π 0 π 0 π¬ 0 π 0
Missing the Gulf
The Blind Squirrel's 'Monday' Morning Notes. Year 3; Week 30.
I guess it should have been obvious when the oligarchsβ 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 πΏοΈ is aware that they are one and the same β¦
open.substack.com/pub/arcadian...
27.07.2025 19:10 β π 1 π 0 π¬ 0 π 0
This week the πΏοΈ 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 β π 0 π 0 π¬ 0 π 0
πΏοΈ 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 βstans, Sahel, Central Africa or PNG.
23.07.2025 13:59 β π 0 π 0 π¬ 0 π 0
The πΏοΈ has a beef
The Blind Squirrel's 'Monday' Morning Notes. Year 3; Week 29.
When I first moved to Australia, the πΏοΈ was barely allowed to touch his own barbecue let alone get anyone near anyone elseβs! Apparently, the application of direct heat to raw meat is the exclusive birth right of Aussie blokes!
www.blindsquirrelmacro.com/p/the-has-a-...
20.07.2025 15:34 β π 0 π 0 π¬ 0 π 0
When I first moved to Australia, the πΏοΈ was barely allowed to touch his own barbecue let alone get anyone near anyone elseβs! New report (calling time on the original bull run) out at 7am EST. www.blindsquirrelmac...
20.07.2025 01:45 β π 1 π 0 π¬ 0 π 0
The πΏοΈ has always been strangely intrigued by the resource giant Glencore. The original Wizard of Zug may have just given us the green light. Note out at 7am EST $GLEN:LN $GLNCY via www.blindsquirrelmac...
13.07.2025 01:41 β π 1 π 0 π¬ 0 π 0
Thoughts from the Beach
The Blind Squirrel's 'Monday' Morning Notes. Year 3; Week 27.
This weekβs edition comes to you from the South Pacific. The πΏοΈs are escaping the Melbourne winter to explore the waterfalls, blue lagoons and volcanoes of Vanuatu.
After 4 straight weeks of mainly equity themes, time for some macro.
www.blindsquirrelmacro.com/p/thoughts-f...
06.07.2025 20:53 β π 2 π 0 π¬ 0 π 0
Some thought from the beach hit inboxes in 3 hours. Make sure you are on the list at www.blindsquirrelmac...
06.07.2025 07:39 β π 0 π 0 π¬ 0 π 0
History sure does rhyme
05.07.2025 13:40 β π 1 π 0 π¬ 0 π 0
At midnight EST tomorrow (Monday), two big things are happening: i) Subscription prices are going up (to new members); (ii) Blind Squirrel Macro is moving completely behind the paywall. Tick tock! www.blindsquirrelmac...
29.06.2025 21:52 β π 1 π 0 π¬ 0 π 0
Out now. #F1 was awesome in IMAX btw. $FWONK to $165!
blindsquirrelmacro.com/p/stock-take...
29.06.2025 11:27 β π 0 π 0 π¬ 0 π 0
Final edition of the πΏοΈ's annual stock take hits inboxes at 7am EST Sunday. A blockbuster edition before Blind Squirrel Macro goes fully behind a paywall. As I am off to see F1 at the IMAX this evening there is a common theme - from F1 to drones (via tractors). Sign up at www.blindsquirrelmac...
29.06.2025 05:42 β π 1 π 0 π¬ 0 π 1
Part 3 of the πΏοΈ's Annual Acorn Stock Take will be hitting inboxes at 7am EST. The Financial edition -covering UK investment trusts, financial exchanges, banks (big and small), and our friends at #Team Saddlebags.
21.06.2025 23:37 β π 1 π 0 π¬ 0 π 0
Pod: Acorn Stock Take: Part 2 EM Edition
Blind Squirrel Macro: The Pod. s2025; Episode 91.
This week's pod is now live. I forgot to wave the magic audio wand but that is now fixed so refresh your feed to get full Dolby Surround!
www.blindsquirrelmacro.com/p/pod-acorn-...
16.06.2025 21:27 β π 2 π 0 π¬ 0 π 0
The dog that didn't bark? $DXY
16.06.2025 13:31 β π 0 π 0 π¬ 0 π 0
The dog that didn't bark? (2) $DXY
16.06.2025 12:23 β π 0 π 0 π¬ 0 π 0
The Blind Squirrel on Substack
AI and Quantum had nothing on railroad stonks!
substack.com/@blindsquirr...
16.06.2025 05:21 β π 0 π 0 π¬ 0 π 0
The Blind Squirrel on Substack
EM investing through the centuries!
substack.com/@blindsquirr...
16.06.2025 05:20 β π 0 π 0 π¬ 0 π 0
How many investors in the $EEM or $EMXC ETFs know that they own more Saudi Aramco than South African or Mexican equities in their emerging market allocation? Yeah, probably not that many right?
15.06.2025 13:54 β π 4 π 0 π¬ 0 π 0
Writer, strategist, co-presenter the U.K. No1 podcast The Rest Is Politics β¦ love Britain hate Brexit, loved Twitter loathe Musk n Trump
Institutional Investor (11) 2023 ranked #1 Independent
Wall Street Research: Energy
she/sie/ε₯Ή
The Open Bookshelf on TT, IG and "X".
China specialist, feminist, & political scientist in training.
(Trying to)βοΈa PhD in authoritarian policy-making.
Founder and editor of The Felder Report and host of the Superinvestors and the Art of Worldly Wisdom podcast.
Mostly interested in capital markets, rule of law, and democracy. Lawyer, traveler, mother, troublemaker.
DIY Value Investor.
Blog & Podcast: https://www.securityanalysis.org
Auto industry expert here to shitpost about Musk, Tesla & other frauds. More serious industry analysis can be found here: https://bradmunchen.substack.com/
Asia news editor at The Economist. Based in Singapore, previously London.
Writing for The Economist β mostly on the US and British economies, with occasional forays elsewhere. Previous lives in macro investing and polling.
Substack at: https://notes.archie-hall.com/
#Financier of US Startups; & JVs in Asia #Physicist #Author: Strategy. #Playwright: 20 Recent NY Shows (Sarah's Rapture, Pablo's Kisses, Women of Paris, Badass Women, City Suite, Day of Promise, Ritual Cleansing, Rebooting Life, Break-Up, Twilight of Joy..
daily funny dose of your skyline π«
In-depth, independent reporting to better understand the world, now on Bluesky. News tips?
Analyst, investor, and consultant to
cleantech, resource, and disruptive stocks π
Never investment advice
https://linktr.ee/PennyQueen
Editor of The Economistβs Graphic Detail section
πin New York, via London and Hong Kong
π’ Reuters alum
ugh, who invited this guy
Writer & Political Commentator | Monitoring threats to democracy from authoritarianism and tech oligarchy.
Feature on BBC, Sky News, TimesLive, Mail & Guardian.
Interviews: https://www.youtube.com/@AdamJSchwarz
Connect: https://linktr.ee/adamjschwarz
Commentator on law and policy.
Own blog/substack, but also Prospect, FT, elsewhere.
Liberal constitutionalist; Aston Villa supporter; sometimes ironic.
Birmingham/London, England.
(Account deactivated when not used.)
chaos feed. heritage, history, old buildings, social justice. π΄σ §σ ’σ ·σ ¬σ ³σ ΏπΊπΈπ³οΈβπ. sea witch, professional gargoyle, teller of tales. (she/her)
