Blind Squirrel Macro - The Pod

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 The Monday Note: Show Note Visuals: Link to Goldman Sachs AI piece “I think that there is a foundational massive breakthrough in software engineering that has happened in the last 3 months that people are not paying enough attention to. I was able to build an app for myself in a couple of weeks using AI software engineering too...

The full Monday note can always be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! Squirrel Out! 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 entertainm...

The full Monday note can always be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Let’s walk through the economics of owning that option. Click the image below to link to the profit and loss worksheet. Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! Squirrel Out! If you act on anything provided in thi...

The full Monday note can always be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! Squirrel Out! 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 entertainm...

Welcome to the first edition of The Multi Asset Speed Date with my friend MC of MacroCharts . We recorded this on Wednesday 25th September 2024. Running time: 37 minutes. Squirrel out! 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. Nothing in t...

The full Monday note can always be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! Squirrel Out! 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 entertainm...

The full Monday note can always be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Music from Max Slorach. Find him at: email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au Thanks for listening! Squirrel Out! 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 entertainm...

The full Monday note can always be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Thanks for listening! Squirrel Out! 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. Nothing in this newsletter is an offer to sell or to b...

The full Monday note can always be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Rogue Trader Soundtrack: Squirrel Out! 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. Nothing in this newsletter is an offer to sell or t...

The full Monday note can always be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Squirrel Out! 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. Nothing in this newsletter is an offer to sell or to buy any security. The a...

The full Monday note can always be found at www.blindsquirrelmacro.com 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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss yo...

The full Monday note can always be found at www.blindsquirrelmacro.com 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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss yo...

The full Monday note can always be found at www.blindsquirrelmacro.com 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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss yo...

The full Monday note can always be found at www.blindsquirrelmacro.com 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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss yo...

The full Monday note can always be found at www.blindsquirrelmacro.com 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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss yo...

The full Monday note can always be found at www.blindsquirrelmacro.com 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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss yo...

The full Monday note can always be found at www.blindsquirrelmacro.com 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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss yo...

The full Monday note can be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: Remember in March when the obituaries were being written for Alphabet GOOG 0.00%↑ after the botched launch of their ‘woke’ chatbot, Gemini? So does the 🐿️! 😉 Squirrel Out! If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is...

The full Monday note can be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: 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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsi...

The full Monday note can be found at www.blindsquirrelmacro.com The Monday Note: Show Note Visuals: SpotGamma note the vanna and charm effects of the index options market. Dispersion explainer: These days everyone is a seller of volatility and the dispersion trade (long single stock volatility, short index volatility - explainer here ) continues to be crowded. David Dredge’s excellent April Risk U...

The Monday Note: Show Note Visuals: Agriculture’s share of developed economies has shrunk dramatically over that period. 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. Nothing in this newsletter is an offer to sell or to buy any security. The a...

The Monday Note: Show Note Visuals: 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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any inform...

The Monday Note: The Visuals: 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. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any information...

The Monday Note: The Visuals: The 3 tables below are taken from the OECD and UN FAO’s Agricultural Outlook 2023-2032 : ‘The Hip’ 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. Nothing in this newsletter is an offer to sell or to buy any securit...