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Blind Squirrel Macro

The Blind Squirrel
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
Issues478Founded4 years agoLast Issue7 days ago
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Latest Issues

Chase the ShinyAcorns?

The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.

In the weekend flagship note, the 🐿️ had a crack at valuing Anthropic and OpenAI. Check it out via the link below 👇:

7 days ago
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Pod: Valuing Anthropic and OpenAI

Blind Squirrel Macro: The Pod. s2026; Episode 139.

The Weekend Note:

8 days ago
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The Foundation Credo

The value of the 2 major foundation lab AI companies is the belief system that is propping up the entire AI capex boom. An investigation. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 31 of 2026.

The 🐿️ has no interest in sounding like a...

9 days ago
36
4
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Waving in the 'Yella Fella'

A quick follow-up on our weekend note plus our weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 30.

In the weekend flagship note, the 🐿️ conducted a ‘red team’ exercise on his long-term ‘passive aggressive...

14 days ago
24
1
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Pod: Hyperscalers and the Long Bond

Blind Squirrel Macro: The Pod. s2026; Episode 138.

The Weekend Note:

15 days ago
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  • The Blind Squirrel

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

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