BlindSquirrelMacro
@SquirrelMacro
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"Macro for Civilians". Searching for acorns in the market for over 30 years. (https://t.co/mgOvPYwOAi). If nothing stops this train, I'll hop off!
๐ฆ๐บ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฌ๐ง๐ญ๐ฐ
Joined November 2022
Recording of this evening's LIVE show. https://t.co/e1AiVC9tZJ
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Lots of commentary over the weekend about how the Bessent-Warsh combination will kick off a new era of anti-Keynesian supply-side economics. What people are forgetting is that these guys are total bullshitters
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It's official! All three C-SPAN Networks are now available on Hulu + Live TV. Visit Hulu to subscribe.
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Poor underwriting quality behind the magic curtain. Wizard of Oz - tastic!
When this whole thing is done and the guys who author historical financial books, like M. Lewis, tell the story, I am pretty confident that the entire private credit phenonmen will be accepted as a regulatory arbitrage. Banks gave some of their favorite ex-employees BIG fees for
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Benny & The Squirrel LIVE - 8pm EST Never Miss a Sunday Show!
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Note the time change - 8pm EST instead of 7pm (bowing to the NFL schedule) ๐
Come hang with The ๐ฟ๏ธ@SquirrelMacro and me live tonight at 8pm EST. Will chat on Fridayโs dirt nap in AI stonks, give a silver update, discuss private credit, and I will review this chart below. See ya then.
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blindsquirrelmacro.com
The Blind Squirrel's 'Monday' Morning Notes. Year 3; Week 50.
This weekend's Monday Morning Notes from the ๐ฟ๏ธ will hit inboxes at 7am EST on Sunday.
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This weekend's Monday Morning Notes from the ๐ฟ๏ธ will hit inboxes at 7am EST on Sunday.
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Delighted that @kevinmuir is joining @BenBrey and The ๐ฟ๏ธ LIVE at 7pm EST. Catch it here and on my 'stack feed.
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Always a treat to chat with Kevin "The MacroTourist" Muir. We covered everything from Canadian politics to a review of the consensus trades in discretionary macro land. Full show now up on YT (link below). 1/2
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Always a treat to chat with Kevin "The MacroTourist" Muir. We covered everything from Canadian politics to a review of the consensus trades in discretionary macro land. Full show now up on YT (link below). 1/2
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Delighted that @kevinmuir is joining @BenBrey and The ๐ฟ๏ธ LIVE at 7pm EST. Catch it here and on my 'stack feed.
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Hey Mike @saylor - if you owned all the bitcoin what on earth do you think itโs worth?
Yesterday at Bitcoin MENA, I presented my keynote on Digital Capital, Credit, Money, and Banking.
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"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense,
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Hey @BenBrey - it turns out that the Goldman Financials conference was just the catalyst we were looking for $JPM - ๐our chat from 11/21 ๐
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