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description=Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere. Click to read Blind Squirrel Macro, by The Blind Squirrel, a Substack publication with tens of thousands of subscribers.;
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blind squirrel macro the blind squirrel substack subscribe sign in home podcast notes portfolio updates benny the squirrel archive about the world in 2046 escaping the tyranny of the next quarter introducing blind squirrel macro s 20 stocks for 20 years portfolio the ️ s monday morning notes aug 22 the blind squirrel 31 2 6 leveraging the hong kong sluice making amends for a shocking macro call in the rodent s dim and distant past the ️ s monday morning notes year 4 week 32 of 2026 aug 15 the blind squirrel 22 2 1 fading the k shaped economy narrative benny the squirrel episode 77 with jeff macke aug 14 the blind squirrel 13 1 the foundation credo the value of the 2 major foundation lab ai companies is the belief system that is propping up the entire ai capex boom an investigation the ️ s aug 8 the blind squirrel 37 4 5 do hyperscalers break duration hedges this rodent tries to red team his antipathy towards bonds the ️ s monday morning notes year 4 week 30 of 2026 aug 1 the blind squirrel 27 3 2 most popular view all the physics of spacex may 24 the blind squirrel and capital misallocation 172 31 the squirrel s not feeling the crowds offshore sep 15 2023 the blind squirrel 52 35 4 the 60 40 portfolio doesn t work anymore the murdoch effect sep 25 2023 the blind squirrel 56 18 5 pod wearable prophylactics dec 14 2025 the blind squirrel 5 recent posts view all some tinkering with the spr a couple of new commodity moves plus the weekly review of bushy and live acorn trade ideas start the week 2026 week 33 1 hr ago the blind squirrel 10 3 pod 20 stocks for 20 years blind squirrel macro the pod s2026 episode 141 aug 23 the blind squirrel 7 3 24 21 oh gavin the ai gaslighters are getting on the ️ s nerves plus the weekly review of bushy and live acorn trade ideas start the week 2026 week 31 aug 17 the blind squirrel 15 2 pod addressing past macro errors blind squirrel macro the pod s2026 episode 140 aug 16 the blind squirrel 7 24 45 chase the shinyacorns the weekly review of bushy and live acorn trade ideas start the week 2026 week 31 aug 10 the blind squirrel 19 3 pod valuing anthropic and openai blind squirrel macro the pod s2026 episode 139 aug 9 the blind squirrel 12 1 17 43 see all blind squirrel macro macro for civilians sharing successes and failures in the 30 year hunt for acorns in the markets acorns can emerge from anywhere subscribe recommendations view all 68 sai sino auto insights weekly tu le reflections on china and geopolitics michael de clercq special situation investing six bravo the alethea narrative craig shapiro serious literary author daniel piper 2026 rdam advisory pty limited privacy terms collection notice start your substack get the app substack is the home for great culture this site requires javascript to run correctly please turn on javascript or unblock scripts