Blind Squirrel Macro - The Pod

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

This is a free preview of a paid episode. To hear more, visit www.blindsquirrelmacro.com The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsl...

During June, before Blind Squirrel Macro moves completely behind the paywall, we are going through the process of re-underwriting all of the live Acorn trades and revisiting the 'bull pen' of themes that we have closed out the trade but continue to monitor. This week we tackle the financials from financial exchanges, digital payments and banks (from Japanese behemoths to advisory boutiques) to our...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...

Blind Squirrel Macro: The Pod (Episode 88).. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ feeds on the podcast apps. It’s Monaco Grand Prix weekend and the 🐿️ sat down with his good friend and motorsport guru Matt Marsh on Friday afternoon to discuss the business of motorsport and Formula One. We also took a quick look at the latest betting odds...

Blind Squirrel Macro: The Pod (Episode 87) - Recorded May 15th, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ feeds on the podcast apps. “Amazon.com is the leading online retailer of books. Since opening for business as "Earth's Biggest Bookstore" in July 1995, the Amazon.com bookstore has quickly become one of the most widely known, used a...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...

Was back on CNBC on Tuesday morning. Blind Squirrel Macro is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. With Carney in the White House today, have we bought the bottom in Canadian energy? Yes, I still think the ‘deal boys’ have a tough 2025 ahead. Refresher below. Thanks, as ever, for your support. Squirrel out! If you act...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...

Recorded 27th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds. I have just recorded a fabulous conversation with Craig Coben. The show notes are a bit briefer than normal this week as I wanted the content with you BEFORE Coreweave $CRWV prices (in the next 24 hours). Introducing Craig Craig is a veteran capital markets ba...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...

Recorded 19th March, 2025. Audio-only edition embedded below and also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds. This is the first of what I hope will be a regular chat between the 🐿️ and Leo on the topic of China and Asia-Pac equities. Topics Covered * "Made in China 2025" Scorecard: We note that China has achieved significant success in sectors like electric vehicles,...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...

Recorded 25th February, 2025. Audio-only edition embedded below and is also available in the usual ‘Blind Squirrel Macro: The Pod’ podcast feeds. Introducing Jerry Jerry Parker's adventures in trend following is a case study in the power of disciplined adherence to a systematic, rules-based trading methodology over a successful 40+ year career in financial markets. His trading journey began in 198...

The full Monday note can always be found at www.blindsquirrelmacro.com Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothi...