"Macro for Civilians". Searching for acorns in the market for over 30 years. Co-Host of Benny & The Squirrel on YT.
🇦🇺🏴🇬🇧🇭🇰
Joined November 2022
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Thanks @wealthion and @maggielake for having me on. Time for some slow thinking
Your Portfolio Is One Big AI Bet — The Diversification Illusion youtu.be/-clFpdKS1Dc?is=r2hf…
BlindSquirrelMacro retweeted
Unmissable!
Compute demand is booming. AI usage is booming. Neither guarantees revenue. We walk through why in the latest Benny & The Squirrel Ep. 98 “Assessing the AI Carnage”. Enjoy!
@SquirrelMacro
youtu.be/X8QI79pjr7Y?si=nqFu…
BlindSquirrelMacro retweeted
Compute demand is booming. AI usage is booming. Neither guarantees revenue. We walk through why in the latest Benny & The Squirrel Ep. 98 “Assessing the AI Carnage”. Enjoy!
@SquirrelMacro
youtu.be/X8QI79pjr7Y?si=nqFu…
The industrials sleeve is harder to fill than first appears. Many great businesses survive the mosaic and quality screens. The valuation gauntlet is a much tougher test. The next chapter of the 🐿️'s '20-for-20' project drops at 7.30am EST on Saturday. blindsquirrelmacro.com
BlindSquirrelMacro retweeted
The industrials sleeve is harder to fill than first appears. Many great businesses survive the mosaic and quality screens. The valuation gauntlet is a much tougher test. The next chapter of the 🐿️'s '20-for-20' project drops at 7.30am EST on Saturday. blindsquirrelmacro.com
Reading @EdConwaySky’s Trade World. Ed is certainly my favourite pop economist (100% not a pejorative!) and this book is another classic. He retells David Ricardo’s cloth and wine analogy here. BTW I never knew he was the original owner of Princess Anne’s house or the inspiration for Turner’s crimson skies (Tambora). Reflecting that the unwind of comparative advantage (de globalisation) is going to be so goddam inflationary.
The industrials sleeve is harder to fill than first appears. Many great businesses survive the mosaic and quality screens. The valuation gauntlet is a much tougher test. The next chapter of the 🐿️'s '20-for-20' project drops at 7.30am EST on Saturday. blindsquirrelmacro.com
#NSFB (views not safe for boomers!) Yesterday evening's show wrapped up with a tri-generational perspective on the current condition in markets. The 🐿️started his working life with the backdrop of the early '90s recession. @BenBrey was the junior telling Fidelity colleagues to buy gold on the eve of the GFC while @NickNemo17 was still at High School. Conclusion: no more rule changes. The bonfire is necessary... .
Delighted to have @NickNemo17 join us for a Halloween-style risks in insurance markets. Do not miss it! @BenBrey
youtu.be/m6qAGBb7QQc?si=Yzm7…
BlindSquirrelMacro retweeted
If you are looking to be cheered up after a rough day in the markets - Ep.97 of Benny & The Squirrel with @NickNemo17 probably isn’t going to have the Ted Lasso effect. But I promise you will learn a lot. Enjoy!
Delighted to have @NickNemo17 join us for a Halloween-style risks in insurance markets. Do not miss it! @BenBrey
youtu.be/m6qAGBb7QQc?si=Yzm7…
Can we send all these e/acc freaks to jail now and move on with life?
In the last 24 hours:
1. iPhone 11 through 16 are apparently vulnerable to remote attacks.
2. SSL certificates are broken until browsers remove eMudhra CA.
3. PHP >9 vulnerability CVE published (tomorrow).
The world is about to witness things that have never been seen before.
Readers added context they thought people might want to know
The post's iPhone claim is inaccurate; a leaked Cellebrite forensic tool targets a Bluetooth bug patched in iOS 26.5 and does not affect updated devices. The eMudhra CA and PHP issues are real incidents but framed sensationally.
justin.sh/blog/2026/10/c…
blog.mozilla.org/security/2026/…
php.net
It might be easier if Nvidia just bought in its customer base... @BenBrey
Some Goldman guy got fired for spending $40M on tokens... @BenBrey @Convertbond
After calling the blowoff top in June, dedicating numerous episodes and essays warning about this, and doing an entire Short Neoclouds via CDS on May 27th - Benny & The Squirrel are just sitting back and laughing at the “AI PANIC” - Ep.96 is in the can - enjoy.
youtu.be/0MDCPmk-yRQ?is=3ox5…
BlindSquirrelMacro retweeted
After calling the blowoff top in June, dedicating numerous episodes and essays warning about this, and doing an entire Short Neoclouds via CDS on May 27th - Benny & The Squirrel are just sitting back and laughing at the “AI PANIC” - Ep.96 is in the can - enjoy.
youtu.be/0MDCPmk-yRQ?is=3ox5…