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The Blind Squirrel
Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Finance observations are hit and miss. www.blindsquirrelmacro.com
Does Halloween have other plans for Santa?
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15:3331/10/2023
'Fishy' returns in private markets.
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18:4324/10/2023
The Dangers of Extrapolation
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14:3617/10/2023
A pensive🐿️ contemplates the energy outlook.
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13:3010/10/2023
Seeing Red over Red Tape
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18:2502/10/2023
The '60/40' Portfolio doesn't work anymore. The Murdoch Effect.
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16:0725/09/2023
Seasonality and the St Leger
A short one this week. The 🐿️ is at the beach! Get full access to Blind Squirrel Macro at www.blindsquirrelmacro.com/subscribe
08:4918/09/2023
Pennies in front of the Steamroller
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19:5011/09/2023
The IPO of 'The House that Covid Built'
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16:1904/09/2023
A top in the Indian equity moon shot?
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15:3827/08/2023
From ‘The China Syndrome’ to ‘Trading Places’
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17:4221/08/2023
Master of the House and Sundae Sprinkles
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08:0213/08/2023