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Blind Squirrel Macro

The Blind Squirrel, Capital Misallocation
Hundreds of paid subscribers

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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Substack
PricingFreemiumPublishesDaily
Issues447Founded4 years agoLast Issue6 days ago
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Latest Issues

Join Benny & The Squirrel Live

Benny and I will be live on Substack and on YouTube at 7pm EST on Thursday 21st May.

We will be taking questions from readers and viewers. If you have one you want to ask, please drop it in the comments.

Best

🐿️ and Benny

Our YouTube...

6 days ago
11
1

Crisis Alpha

Blind Squirrel Macro paid subscriptions are paused until early June. I am unable to accept new paid subscribers until then. While I am on the road, I am continuing to publish the ‘Start the Week’ note on Sundays. Please get in touch if you...

10 days ago
30

Tashkent Time!

The 🐿️'s 'Start the Week' note! Our weekly review of BUSHY™ and live Acorn trade ideas. 2026, Week 18. Paid subscribers can delete this message.

While the flagship weekend note will not be published while I am on the road, this week’s ‘St...

17 days ago
17
Paid

Out of Office

The next three weeks are on the 🐿️! Yur'all welcome!

Quick update: I am hitting the road this weekend for just over 3 weeks. I am working on an important project that will make it almost impossible to keep up with my usual research and wr...

20 days ago
21
2
Paid

Pod: Concentrating on China

Blind Squirrel Macro: The Pod. s2026; Episode 130.

Podcast now back to its normal ‘Monday at the close’ timing cadence. This week we cover the 🐿️’s new concentrated China equity portfolio.

22 days ago
12
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Authors

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  • 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.

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