Delighted to join @cnbc.com this morning to chat about the year ahead. www.cnbc.com/asia-squawk-...

Only in 2025…

Fun chat with Kev and the rest of the Huddlers. youtu.be/QmCxU9iiiPQ?...

Delighted to join @cnbc.com this morning to chat about the year ahead. www.cnbc.com/asia-squawk-...

Merry Christmas to all my followers and subscribers. Here is to a hopefully excellent 2026 ahead!!

Link to our latest interview show with Brent Johnson of Santiago Capital. You will not want to miss!

What if there is ulterior motive to allowing US equities and ETFs to trade 23/5? Part of a fascinating Benny and The Squirrel had with Santiago Capital’s Brent Johnson. @BenBrey @SantiagoAuFund

Join @benbrey and the 🐿️ LIVE at 7pm EST for the last live show of 2025! $MDLN saved the aggregate P&L scorecard for the Autumn US IPO offensive. Does it make a difference? How much collateral has been destroyed since the October peak?

Latest post on milkshakes, stablecoins and next year’s hedging strategies. Special Acorn stocking filler included. In inboxes now.

What if there is ulterior motive to allowing US equities and ETFs to trade 23/5? Part of a fascinating Benny and The Squirrel had with Santiago Capital’s Brent Johnson. @BenBrey @SantiagoAuFund

Link to our latest interview show with Brent Johnson of Santiago Capital. You will not want to miss!

Mark your calendars! Brent "Mr Dollar Milkshake" Johnson is joining us LIVE (on Twitter and 'Stack) on Thursday evening (Dec 18) at 7pm EST @BenBrey @SantiagoAuFund

Mark your calendars! Brent "Mr Dollar Milkshake" Johnson is joining us LIVE (on Twitter and 'Stack) on Thursday evening (Dec 18) at 7pm EST @BenBrey @SantiagoAuFund

This weekend's Monday Morning Notes from the 🐿️ will hit inboxes at 7am EST on Sunday.

@kevinmuir.bsky.social just joined Benny and the 🐿️ for a fun packed hour. We covered everything from Canadian politics to a review of the consensus trades in discretionary macro land. Link to full show below

Jensen going on Rogan was a tell!

After the National Security Strategy, how should we be thinking about the dollar?

The most recent IPO season gets rates "2/10 - see me after class" by the 🐿️. Catch the whole show on the 🐿️ site and YouTube (link below) 1/2

New note out at 7am EST. Get on the list at www.blindsquirrelmac...

Retail is a zero sum game and $AEO is winning

Unsurprisingly, the Target princeling has views on Target! @JeffMacke

Are the CTAs telling us something about the future path for the dollar?

Has the consumer bottomed? Benny and I get schooled by "Mr Retail" @JeffMacke

Unanimous on the Bitcoin as "digital gold" front. Hint: it's not!

Are the CTAs telling us something about the future path for the dollar?

Benny is bullish gold AND the dollar. The 🐿️ interrogates his bias!

Keep an eye on the consumer names from here...

Are CTAs pointing towards a 'Goldilocks' setup in EM? youtube.com/clip/Ugkxs1w...

Are we really focusing on market share of CAPEX??!!

Unanimous on the Bitcoin as "digital gold" front. Hint: it's not!

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

Bullish materials? Think twice about XLB (way too many chemicals plays)

The 🐿️'s latest out at 7am EST. The Foundry of Pharma. Aretha and Annie are on the brain! youtu.be/drGx7JkFSp4...

The 🐿️'s Night Before Christmas (2024) - Am having fun scoring last year's prediction poem! www.blindsquirrelmacro.com/p/the-s-nigh...

Happy Thanksgiving from The Drey

Testing Times for Bazball www.blindsquirrelmacro.com/p/testing-ti...

Benny & The Squirrel - Tonight's live show www.blindsquirrelmacro.com/p/benny-and-...