Blind Squirrel Macro

Blind Squirrel Macro

Home
Podcast
Notes
Portfolio Updates
Benny & The Squirrel
Archive
About
When the Defender Gets a Third Die
From EuroMIC to NWOMIC™. Repositioning the 🐿️'s global defense basket. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 16 of 2026.
Apr 17 • The Blind Squirrel
Be like Boaz!
Alpha from Ancient Access Products. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 15 of 2026.
Apr 11 • The Blind Squirrel
Spaced Out!
SpaceX - The Liquidity Black Hole. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 13 of 2026.
Apr 5 • The Blind Squirrel and Capital Misallocation
Hanging with Kuppy
Benny & The Squirrel: Episode 37. With Harris Kupperman
Mar 26 • The Blind Squirrel and Capital Misallocation
Food Crisis Imminent?
Benny & The Squirrel: Episode 35. With Nico Hoyt.
Mar 20 • The Blind Squirrel
Most Popular
View all
The Squirrel's not feeling the crowds 'Offshore'
Sep 15, 2023 • The Blind Squirrel
Pod: Wearable Prophylactics
Dec 14, 2025 • The Blind Squirrel
The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.
Sep 25, 2023 • The Blind Squirrel
Be like Boaz!
Apr 11 • The Blind Squirrel

Recent posts

View all
Pulled back into the Pack
The 🐿️'s 'Start the Week' note! NWOMIC™ and Closed end fund execution plan plus our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 15.
Apr 19 • The Blind Squirrel
Pod: Reimagining Risk (the board game)
Blind Squirrel Macro: The Pod. s2026; Episode 128.
Apr 18 • The Blind Squirrel
18:28
🎶Non, je ne regrette rien🎶
The 🐿️'s 'Start the Week' note! Our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 14.
Apr 12 • The Blind Squirrel
Pod: The Weinstein Effect (not THAT one)
Blind Squirrel Macro: The Pod. s2026; Episode 127.
Apr 12 • The Blind Squirrel
22:05
Will the SpaceX IPO Happen?
Blind Squirrel Macro: The Pod. s2026; Episode 126.
Apr 6 • The Blind Squirrel
42:50
Looking into Q2
The 🐿️'s 'Start the Week' note! Our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 13.
Apr 6 • The Blind Squirrel
Blind Squirrel Macro
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.
Recommendations
View all 65
The Alethea Narrative
The Alethea Narrative
Craig Shapiro
FX Poetry
FX Poetry
Andy Fately
The Market House
The Market House
Maggie Lake
Brazil Stocks
Brazil Stocks
Brazil Investor
Capital Misallocation
Capital Misallocation
Capital Misallocation
© 2026 RDAM Advisory Pty Limited · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture