Blind Squirrel Macro
@arcadianow.skystack.xyz
Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.
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This is an automated Substack Account of https://arcadianow.substack.com
Discover more/Create at: @skystack.xyz
Hellenic Reflections • The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 38.
Hellenic Reflections
The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 38.
www.blindsquirrelmacro.com
September 28, 2026 at 12:39 PM
Hellenic Reflections • The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 38.
Start the Week - #37 • The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 37.
Start the Week - #37
The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 37.
www.blindsquirrelmacro.com
September 21, 2026 at 9:39 AM
Start the Week - #37 • The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 37.
Pod: ASEAN Post Energy Shock • Blind Squirrel Macro: The Pod. s2026; Episode 146.
Pod: ASEAN Post Energy Shock
Blind Squirrel Macro: The Pod. s2026; Episode 146.
www.blindsquirrelmacro.com
September 20, 2026 at 12:39 PM
Pod: ASEAN Post Energy Shock • Blind Squirrel Macro: The Pod. s2026; Episode 146.
Frontier Justice • Energy shock risks persist, but is it now time to revisit ASEAN stocks? The 🐿️'s 'Monday' Morning Notes. Year 4; Week 37 of 2026.
Frontier Justice
Energy shock risks persist, but is it now time to revisit ASEAN stocks? The 🐿️'s 'Monday' Morning Notes. Year 4; Week 37 of 2026.
www.blindsquirrelmacro.com
September 19, 2026 at 12:44 PM
Frontier Justice • Energy shock risks persist, but is it now time to revisit ASEAN stocks? The 🐿️'s 'Monday' Morning Notes. Year 4; Week 37 of 2026.
Nose Clip and Chain Mail Glove • Time to catch that falling knife in rates? Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 36.
Nose Clip and Chain Mail Glove
Time to catch that falling knife in rates? Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 36.
www.blindsquirrelmacro.com
September 14, 2026 at 12:40 PM
Nose Clip and Chain Mail Glove • Time to catch that falling knife in rates? Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 36.
Pod: Fading the Utes Redux • Blind Squirrel Macro: The Pod. s2026; Episode 145.
Pod: Fading the Utes Redux
Blind Squirrel Macro: The Pod. s2026; Episode 145.
www.blindsquirrelmacro.com
September 13, 2026 at 12:40 PM
Pod: Fading the Utes Redux • Blind Squirrel Macro: The Pod. s2026; Episode 145.
Third Time’s a Charm! • Taking a break from the “20-for-20” this week as we return to old hunting ground - fading the strength of ‘mispriced’ US power utilities. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 36 of 2026.
Third Time’s a Charm!
Taking a break from the “20-for-20” this week as we return to old hunting ground - fading the strength of ‘mispriced’ US power utilities. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 36 of 2026.
www.blindsquirrelmacro.com
September 12, 2026 at 12:40 PM
Third Time’s a Charm! • Taking a break from the “20-for-20” this week as we return to old hunting ground - fading the strength of ‘mispriced’ US power utilities. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 36 of 2026.
Autumn Hedging Plans • Prepping for the ‘fall offensive’ plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 35.
Autumn Hedging Plans
Prepping for the ‘fall offensive’ plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 35.
www.blindsquirrelmacro.com
September 7, 2026 at 3:40 PM
Autumn Hedging Plans • Prepping for the ‘fall offensive’ plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 35.
Pod: Underwriting The Dirt Movers • Blind Squirrel Macro: The Pod. s2026; Episode 143.
Pod: Underwriting The Dirt Movers
Blind Squirrel Macro: The Pod. s2026; Episode 143.
www.blindsquirrelmacro.com
September 6, 2026 at 12:40 PM
Pod: Underwriting The Dirt Movers • Blind Squirrel Macro: The Pod. s2026; Episode 143.
Atoms in Algo World • The quest to build the “20 stocks for 20 years” portfolio continues. As promised, this week we tackle the global resources sector. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 35 of 2026.
Atoms in Algo World
The quest to build the “20 stocks for 20 years” portfolio continues. As promised, this week we tackle the global resources sector. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 35 of 2026.
www.blindsquirrelmacro.com
September 5, 2026 at 12:40 PM
Atoms in Algo World • The quest to build the “20 stocks for 20 years” portfolio continues. As promised, this week we tackle the global resources sector. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 35 of 2026.
What to do with Bonds? • Some brief navel gazing post Jackson Hole a question mark around uranium plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 34.
What to do with Bonds?
Some brief navel gazing post Jackson Hole a question mark around uranium plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 34.
www.blindsquirrelmacro.com
August 31, 2026 at 12:40 PM
What to do with Bonds? • Some brief navel gazing post Jackson Hole a question mark around uranium plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 34.
Pod: Bankers and Bots • Blind Squirrel Macro: The Pod. s2026; Episode 142.
Pod: Bankers and Bots
Blind Squirrel Macro: The Pod. s2026; Episode 142.
www.blindsquirrelmacro.com
August 30, 2026 at 12:40 PM
Pod: Bankers and Bots • Blind Squirrel Macro: The Pod. s2026; Episode 142.
Do AI Agents Kill the Bankers? • The quest to build the “20 stocks for 20 years” portfolio continues. This week we start with the financials. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 34 of 2026.
Do AI Agents Kill the Bankers?
The quest to build the “20 stocks for 20 years” portfolio continues. This week we start with the financials. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 34 of 2026.
www.blindsquirrelmacro.com
August 29, 2026 at 3:40 PM
Do AI Agents Kill the Bankers? • The quest to build the “20 stocks for 20 years” portfolio continues. This week we start with the financials. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 34 of 2026.
Some Tinkering with the SPR • A couple of new commodity moves plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 33.
Some Tinkering with the SPR
A couple of new commodity moves plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 33.
www.blindsquirrelmacro.com
August 24, 2026 at 3:40 PM
Some Tinkering with the SPR • A couple of new commodity moves plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 33.
Pod: 20 Stocks for 20 Years • Blind Squirrel Macro: The Pod. s2026; Episode 141.
Pod: 20 Stocks for 20 Years
Blind Squirrel Macro: The Pod. s2026; Episode 141.
www.blindsquirrelmacro.com
August 23, 2026 at 9:40 AM
Pod: 20 Stocks for 20 Years • Blind Squirrel Macro: The Pod. s2026; Episode 141.
The World in 2046 • Escaping the tyranny of the ‘next quarter’. Introducing Blind Squirrel Macro’s “20 stocks for 20 years” Portfolio. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 33 of 2026.
The World in 2046
Escaping the tyranny of the ‘next quarter’. Introducing Blind Squirrel Macro’s “20 stocks for 20 years” Portfolio. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 33 of 2026.
www.blindsquirrelmacro.com
August 22, 2026 at 12:40 PM
The World in 2046 • Escaping the tyranny of the ‘next quarter’. Introducing Blind Squirrel Macro’s “20 stocks for 20 years” Portfolio. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 33 of 2026.
Oh, Gavin! • The AI gaslighters are getting on the 🐿️'s nerves. Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
Oh, Gavin!
The AI gaslighters are getting on the 🐿️'s nerves. Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
www.blindsquirrelmacro.com
August 17, 2026 at 3:40 PM
Oh, Gavin! • The AI gaslighters are getting on the 🐿️'s nerves. Plus the weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
Pod: Addressing Past Macro Errors • Blind Squirrel Macro: The Pod. s2026; Episode 140.
Pod: Addressing Past Macro Errors
Blind Squirrel Macro: The Pod. s2026; Episode 140.
www.blindsquirrelmacro.com
August 16, 2026 at 12:39 PM
Pod: Addressing Past Macro Errors • Blind Squirrel Macro: The Pod. s2026; Episode 140.
Leveraging the Hong Kong 'Sluice' • Making amends for a shocking macro call in the rodent's dim and distant past. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 32 of 2026.
Leveraging the Hong Kong 'Sluice'
Making amends for a shocking macro call in the rodent's dim and distant past. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 32 of 2026.
www.blindsquirrelmacro.com
August 15, 2026 at 12:40 PM
Leveraging the Hong Kong 'Sluice' • Making amends for a shocking macro call in the rodent's dim and distant past. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 32 of 2026.
Chase the ShinyAcorns? • The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
Chase the ShinyAcorns?
The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
www.blindsquirrelmacro.com
August 10, 2026 at 12:40 PM
Chase the ShinyAcorns? • The weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 31.
Pod: Valuing Anthropic and OpenAI • Blind Squirrel Macro: The Pod. s2026; Episode 139.
Pod: Valuing Anthropic and OpenAI
Blind Squirrel Macro: The Pod. s2026; Episode 139.
www.blindsquirrelmacro.com
August 9, 2026 at 9:41 AM
Pod: Valuing Anthropic and OpenAI • Blind Squirrel Macro: The Pod. s2026; Episode 139.
The Foundation Credo • The value of the 2 major foundation lab AI companies is the belief system that is propping up the entire AI capex boom. An investigation. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 31 of 2026.
The Foundation Credo
The value of the 2 major foundation lab AI companies is the belief system that is propping up the entire AI capex boom. An investigation. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 31 of 2026.
www.blindsquirrelmacro.com
August 8, 2026 at 3:40 PM
The Foundation Credo • The value of the 2 major foundation lab AI companies is the belief system that is propping up the entire AI capex boom. An investigation. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 31 of 2026.
Waving in the 'Yella Fella' • A quick follow-up on our weekend note plus our weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 30.
Waving in the 'Yella Fella'
A quick follow-up on our weekend note plus our weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 30.
www.blindsquirrelmacro.com
August 3, 2026 at 12:40 PM
Waving in the 'Yella Fella' • A quick follow-up on our weekend note plus our weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 30.
Pod: Hyperscalers and the Long Bond • Blind Squirrel Macro: The Pod. s2026; Episode 138.
Pod: Hyperscalers and the Long Bond
Blind Squirrel Macro: The Pod. s2026; Episode 138.
www.blindsquirrelmacro.com
August 2, 2026 at 12:40 PM
Pod: Hyperscalers and the Long Bond • Blind Squirrel Macro: The Pod. s2026; Episode 138.
Do Hyperscalers Break Duration Hedges? • This rodent tries to 'red team' his antipathy towards bonds. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 30 of 2026.
Do Hyperscalers Break Duration Hedges?
This rodent tries to 'red team' his antipathy towards bonds. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 30 of 2026.
www.blindsquirrelmacro.com
August 1, 2026 at 12:40 PM
Do Hyperscalers Break Duration Hedges? • This rodent tries to 'red team' his antipathy towards bonds. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 30 of 2026.