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Blind Squirrel Macro

The Blind Squirrel, Capital Misallocation, Nico

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

Platform
Substack
PricingFreemiumPublishesDaily
Issues440SubscribersRead blindsquirrelmacro.com

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#126
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Gradually...

The 🐿️'s 'Start the Week' note! Our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 16.

9 days ago
23
0
Paid

Pod: Life in Asia

Listen now | Blind Squirrel Macro: The Pod. s2026; Episode 129.

10 days ago
8
0
Paid

The Greater Bay Life Straddle

Two Eastern savings giants with no obvious Apollo/Athene-style balance sheet engineering. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 17 of 2026.

11 days ago
37
1
Paid

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.

17 days ago
25
0
Paid

Authors

The writers behind this newsletter.

  • The Blind Squirrel

    Macro for Civilians. Hunting for acorns in the market for 30 years.

  • Capital Misallocation

    Benjamin Brey’s Substack. I am an optimistic cynic who has spent his entire career since age 20 on the buy side as an analyst / trader / PM. I love exploring markets, history, philsophy, music, and providing some insights along the way.

  • Nico

    Expat entrepreneur based in South America, building a quantitative approach to weather and ag trading—combining on-the-ground investing with a passion for writing and automation. I aim to profit from the intersection of volatility and value.

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