blindsquirrel.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

New 🐿️ piece out now. 'Boys Toys' are in the🎯. $HOG $THO $BC $MBUU $HZO $WGO $PII $CWH

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MAG7 will continue to fund the great rotation for a while

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The 🐿️ is with 🍁

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Last week saw 1st major rebalancing of the BUSHY™ portfolio for 2025. BUSHY™ was well prepared for what appears now to be a major reordering of positioning in global capital markets. That sucking sound is capital finding new homes. Note out at 7am EST. Make sure you are on the list.

submitted 3 days ago • 0 comments

In some ways, this was NVTBL... The 🐿️ will show himself out.

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This week's show should be in your podcast queues in the next few minutes. Vibe shifts abound.

submitted 8 days ago • 0 comments

St Louis Boat Show Update Edition. Plenty going on this week besides the usual BUSHY™ update. Acorn updates this week focus on a ‘drains-up’ review of our exposures in the energy sector (refining, offshore and nuclear/ uranium). We are making a couple of changes.

submitted 9 days ago • 0 comments

This recent outperformance of Chinese stocks over the Magnificent 7 has called for radical action. Invesco is shilling the QQQ on a billboard in front of HSBC and the old Bank of China building in Hong Kong. Asian momentum investors have gone home!! 📸sent by a reader (Tx OB).

submitted 9 days ago • 0 comments

St Louis Boat Show Update Edition. Plenty going on this week besides the usual BUSHY™ update. Acorn updates this week focus on a ‘drains-up’ review of our exposures in the energy sector (refining, offshore and nuclear/ uranium). We are making a couple of changes.

submitted 9 days ago • 0 comments

My conversation with Jerry Parker now online. Also available on the podcast apps. www.blindsquirrelmacro.com/p/following-...

submitted 10 days ago • 0 comments

My conversation with Jerry Parker now online. Also available on the podcast apps. www.blindsquirrelmacro.com/p/following-...

submitted 10 days ago • 0 comments

My conversation with Jerry Parker will hit inboxes at 7am EST. Make sure you are on the list at blindsquirrelmacro [dot] com 🐿️x 🐢

submitted 11 days ago • 0 comments

Beginning to feel that he had a point...

submitted 11 days ago • 0 comments

My conversation with Jerry Parker will hit inboxes at 7am EST. Make sure you are on the list at www.blindsquirrelmacro.com 🐿️x 🐢

submitted 11 days ago • 0 comments

Good ole Masa just got himself a lemon. OpenAI $300bn. The bridge is in the other shop!

submitted 11 days ago • 0 comments

Checking back in on the YOLO portfolio - an equal weight (from Jan 2022) $BITO $TSLA $NVDA $MSTR $PLTR (no-rebalancing). Thought this recent drawdown has been no fun, check over your shoulder! Early days.

submitted 12 days ago • 0 comments

This week's podcast is now available in all the usual poddy places. Vets, iPad guys, Team Saddlebags and 'Omar' this week. Pod: Saddlebags Redux www.blindsquirrelmac...

submitted 15 days ago • 0 comments

It’s time to check back in on ‘Team Saddlebags’, the 🐿️’s Tom Wolfe inspired nickname for the private asset industrial complex (private equity, credit, real estate and infrastructure). open.substack.com/pub/arcadian...

submitted 16 days ago • 0 comments

Eye-watering vet bills and ‘iPad guy’ tradesmen trigger a refocus on the opaque world of private assets. Time to revisit 'Team Saddlebags'. Out in a few hours. Make sure you are on the list at www.blindsquirrelmac...

submitted 17 days ago • 0 comments

Eye-watering vet bills and ‘iPad guy’ tradesmen trigger a refocus on the opaque world of private assets. Time to revisit 'Team Saddlebags'. Out in a few hours. Make sure you are on the list at www.blindsquirrelmac...

submitted 17 days ago • 0 comments

ICYMI! Pod: Hot for Hot Pot www.blindsquirrelmac...

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This week's podcast is now up in all the usual places. Shopping for Chinese consumption stocks!! Pod: Hot for Hot Pot www.blindsquirrelmac...

submitted 22 days ago • 0 comments

Plenty going on this week besides the BUSHY™ update. Acorn updates on our trend following / managed futures strategy, European Defense basket, Japanese banks, lithium stocks, oil refiners and Argentinian equities. www.blindsquirrelmacro.com/p/bushy-and-...

submitted 22 days ago • 0 comments

As the cries of “USA!, USA!” continue to echo from the trading floors of Lower Manhattan, those “uninvestable” Chinese equities have started 2025 with intent to leave ‘American Exceptionalism’ in their wake for a second year in a row... Hot for Hot Pot! www.blindsquirrelmac...

submitted 23 days ago • 0 comments

Staying in the Orient this week. As hot money scrambles for the usual Big China Tech ADRs, the 🐿️ dives into the world of Chinese consumer stocks and launches his ‘Guochao’ 国潮 Basket. Make sure you are on the list at www.blindsquirrelmac...

submitted 24 days ago • 0 comments

I am staggered at the amount of short interest still in $FXI and (to a lesser extent but still close to highs) $KWEB. @KoyfinCharts

submitted 28 days ago • 0 comments

This week's podcast is up on the website and all your favourite pod apps! Pod: Time to Bank on Japan! www.blindsquirrelmac...

submitted 29 days ago • 0 comments

Portfolio updates will be in inboxes in a couple of hours. Make sure you are on the list at www.blindsquirrelmac...

submitted 30 days ago • 0 comments

We start with a story. City of London, sometime during the early summer of 1995… www.blindsquirrelmacro.com/p/time-to-ba...

submitted 30 days ago • 0 comments

With every passing day and data point, Japan is headed towards being a more ‘normal’ economy. If that view plays out, the banks will be in rude health. New note (and acorn out in a few hours). Make sure you are on the list at www.blindsquirrelmac...

submitted 31 days ago • 0 comments

With every passing day and data point, Japan is headed towards being a more ‘normal’ economy. If that view plays out, the banks will be in rude health. New note (and acorn out in a few hours). Make sure you are on the list at www.blindsquirrelmac...

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It is all rather humiliating

submitted 36 days ago • 1 comment

Anyone else struggling to keep up? What we know about the Trump administration’s plans for a sovereign wealth fund www.foxnews.com/poli...

submitted 36 days ago • 2 comments

This week's pod is now up in all the usual poddy places. 'Jevon deez nuts' really was 'tweet 'o' week' from Andy Constan @dampedspring www.blindsquirrelmac...

submitted 36 days ago • 0 comments

My man Chase @pineconemacro is spot on (as ever)

submitted 37 days ago • 0 comments

IYKYK @pineconemacro.bsky.social ...

submitted 51 days ago • 0 comments

Take a break from tariff chat and come reminisce about Sam Altman’s rubbish week! open.substack.com/pub/arcadian...

submitted 37 days ago • 0 comments

The appearance of The HeatSeeker™ has everyone rethinking the AI trade. The 🐿️ gives some thought to winners and losers (Sam Altman!). Cash alone is not a moat! 'S2' brings 2 new acorns - an AI derivative+ an asymmetric tariff idea in the metals space. Get on the list. www.blindsquirrelmac...

submitted 38 days ago • 0 comments

Connect the dots amigos

submitted 38 days ago • 0 comments

The appearance of The HeatSeeker™ has everyone rethinking the AI trade. The 🐿️ gives some thought to winners and losers (Sam Altman!). Cash alone is not a moat! 'S2' brings 2 new acorns - an AI derivative+ an asymmetric tariff idea in the metals space. Get on the list. www.blindsquirrelmac...

submitted 38 days ago • 0 comments

Is DeepSeek the new Heatseeker for Mag7 - cannot get AC/DC out of my head on 'Straya Day weekend! This week's pod contemplates where investors might be able to take refuge. Pod: Tape Bomb Refuge www.blindsquirrelmac...

submitted 43 days ago • 0 comments

Is DeepSeek the new Heatseeker for Mag7 - cannot get AC/DC out of my head on 'Straya Day weekend! This week's pod contemplates where investors might be able to take refuge. Pod: Tape Bomb Refuge www.blindsquirrelmac...

submitted 43 days ago • 0 comments

‘Tape Bomb’ (noun): - A presidential proclamation (on or offline) that sends markets into a tailspin (aka ‘Tweet Tremor’ or ‘Digital Detonation’). www.blindsquirrelmacro.com/p/tape-bomb-...

submitted 44 days ago • 0 comments

Financial exchanges could be a port in a tweet storm. The 🐿️'s latest out in a few hours. Make sure you are on the list at www.blindsquirrelmac...

submitted 45 days ago • 0 comments

Financial exchanges could be a port in a tweet storm. The 🐿️'s latest out in a few hours. Make sure you are on the list at www.blindsquirrelmac...

submitted 45 days ago • 0 comments