Benny & The Squirrel - The Pilot www.blindsquirrelmacro.com/p/benny-and-...

The great and good of EM investing hit Tashkent in late October. My pal Yurta was on the ground (as he has been for over 5 years) and understands why - catch the full conversation (for free) when it drops this weekend at www.blindsquirrelmac...

Getting a real 'ground floor' vibe here on Uzbekistan. Full conversation out this weekend on www.blindsquirrelmac...

Just sat down for a chat with my friend Scott "Yurta" Osheroff. Could not resist posting this classic 'EM 101' clip. Full conversation and report out later this week.

The Millennium private placement has 🐿️ thinking about valuations. A $14bn price tag for a minority stake in one of the Big 3 'pod shop' giants would tuck Izzy's millionaire factory in between - checks notes - Cooper $COO (a contact lens company) and UHS (private hospitals) in the S&P 500. Huh????

Limping home www.blindsquirrelmacro.com/p/oriental-r...

This week’s pod just dropped. Also on Apple and your favourite pod apps www.blindsquirrelmacro.com/p/pod-low-en...

Wait, what?! Canada plays baseball?

This week's Monday note is hitting inboxes on a Saturday (7am EST)! This week we tackle an energy conundrum. Why are equities disagreeing with spot crude?

Got copper? Got Met Coal? Just refreshed my numbers on Glencore from the summer. Absurdly cheap real asset play. www.blindsquirrelmacro.com/p/a-zug-inve...

The latest just out - for the UK soap fans...

Everybody’s jet lag hack is personal. I have found that arriving in my new destination in the evening is my secret to time zone conquest. This belief nudges me towards ‘The Chairman’s’. Also, the advent of in flight WiFi means that time at 30,000 feet can now be quite productive. When it works!

Had a lot of fun (as ever!) sitting down with Maggie for her new show Market Notes (from the Market House). @maggielake open.substack.com/pu...

Start the week note now in inboxes.

This week's note will hit inboxes at 7am EST. Natty has the 🐿️'s attention. Make sure you are on the list at www.blindsquirrelmac...

One the road this week. Latest note in inboxes now.

Latest note now in inboxes. Looking under the hood of the latest IPO cohort.

Not your father's junk bond market.

In China, the 'Game Master' has spoken clearly. Act accordingly. New report out at 7am EST at www.blindsquirrelmac...

George Soros used to fax his inventory to Goldman when his back hurt. For the 🐿️, it's twitchy whiskers that put me on risk management alert. Time for a 'drains up' re-underwriting of all live positions. Note out at 7am EST via www.blindsquirrelmac...

You can keep your crypto treasury ponzis, the 🐿️is long Labubu makers, African e-commerce (aka 'da Nile') and Japanese rice combine harvesters.

Reader notice. This weekend's 'Monday Morning Notes' is not a write up on the Japanese autos. Available Sunday 7am EST at www.blindsquirrelmac...

This week's podcast is out. Family history tells the 🐿️ that restaurant owners know the true health of the consumer. www.blindsquirrelmac... podcasts.apple.com/u... open.spotify.com/epi...

This week some thoughts on the US consumer. Publishing at Sunday 7pm EST. Get on the list at www.blindsquirrelmac...

Had so much chatting with Matt Zeigler the other day youtu.be/wGe8_F4CtdQ?...

Da Nile open.substack.com/pub/arcadian...

This weekend's 'Monday Morning' is coming to you on a Saturday! We appear to be rerunning a greatest hits medley of 2020/2021 trading degeneracy classics. Even a couple of the dodgier SPACs are having an encore in the sun. There is one fallen angel from that period that we are keen to revisit...

I wrote this piece just before Christmas. I keep on being asked for an update on my views on crypto / Bitcoin. They remain unchanged. A Withnail tribute. No paywall. $BTC $IBIT www.blindsquirrelmacro.com/p/another-ta...

I guess it should have been obvious when the oligarchs’ superyachts and the crypto fugitives all converged on Dubai in 2022. Like the Tatooine of Star Wars or the Arrakis of Dune (nod to my sci-fi nerd readers: - the 🐿️ is aware that they are one and the same … open.substack.com/pub/arcadian...

This week the 🐿️ revisits the Middle East after a 2-decade hiatus. Gulf capital markets are shaping up to be a lot more interesting these days. Note out at 7am EST via www.blindsquirrelmac...

🐿️ is getting serious about global domination. I will be comping a paid subscription to the first new subscriber from any of the following countries - Greenland, Svalbard, Mongolia, anywhere in the ‘stans, Sahel, Central Africa or PNG.

Pod: Bonds and Bulls www.blindsquirrelmacro.com/p/pod-bonds-...

When I first moved to Australia, the 🐿️ was barely allowed to touch his own barbecue let alone get anyone near anyone else’s! Apparently, the application of direct heat to raw meat is the exclusive birth right of Aussie blokes! www.blindsquirrelmacro.com/p/the-has-a-...

When I first moved to Australia, the 🐿️ was barely allowed to touch his own barbecue let alone get anyone near anyone else’s! New report (calling time on the original bull run) out at 7am EST. www.blindsquirrelmac...

A Zug Investigation www.blindsquirrelmacro.com/p/a-zug-inve...

The 🐿️ has always been strangely intrigued by the resource giant Glencore. The original Wizard of Zug may have just given us the green light. Note out at 7am EST $GLEN:LN $GLNCY via www.blindsquirrelmac...

This week’s edition comes to you from the South Pacific. The 🐿️s are escaping the Melbourne winter to explore the waterfalls, blue lagoons and volcanoes of Vanuatu. After 4 straight weeks of mainly equity themes, time for some macro. www.blindsquirrelmacro.com/p/thoughts-f...

Some thought from the beach hit inboxes in 3 hours. Make sure you are on the list at www.blindsquirrelmac...

History sure does rhyme

At midnight EST tomorrow (Monday), two big things are happening: i) Subscription prices are going up (to new members); (ii) Blind Squirrel Macro is moving completely behind the paywall. Tick tock! www.blindsquirrelmac...

Out now. #F1 was awesome in IMAX btw. $FWONK to $165! blindsquirrelmacro.com/p/stock-take...

Final edition of the 🐿️'s annual stock take hits inboxes at 7am EST Sunday. A blockbuster edition before Blind Squirrel Macro goes fully behind a paywall. As I am off to see F1 at the IMAX this evening there is a common theme - from F1 to drones (via tractors). Sign up at www.blindsquirrelmac...