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The Blind Squirrel
Contributor's Links: Blind Squirrel Macro
Macro for Civilians. Sharing successes and failures in the 30 year hunt for acorns in the markets. Finance observations are hit and miss. Dad jokes guaranteed.

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Have We Been Crushed Enough In Crude?
WTI spot is still US$12/ bbl away from its 200-day SMA with a chunky volume profile a few dollars above acting as firm potential resistance.
Footballing In No Man’s Land
The Squirrel's market thoughts for Monday morning.
Scrooge McSquirrel; Monetizing Polarization; A Convex Play On Gold
Any continued monetary tightening by the central banks will be at a more subdued pace and scale than what we saw last year.
CoCo Pops: Only Half Price? Some Thoughts On Bank Capital
The zero-ing of Credit Suisse's AT1 bonds has significant implications for bank funding costs.
Squirrel In The Matrix
The Blind Squirrel's weekly notes for March 20th, 2023.
Ben Graham’s Electric Car
Our play on passenger vehicle electrification. Probably not what you were expecting.
1 to 6 of 6 Posts