Blind Squirrel Macro | The Blind Squirrel | Substack

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

Alpha from Ancient Access Products. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 15 of 2026.

Apr 11 • The Blind Squirrel

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

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

Apr 11 • The Blind Squirrel

Recent posts

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.

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