iiinova — where your digital self keeps evolving

Blind Squirrel Macro @blindsquirrel.bsky.social · 29/09/2026

With the S-1 now leaked, I guess it's time to revisit some 🐿️ valuation maff on Anthropic from 2 months ago. Full report unlocked in final comment. 1/6

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Blind Squirrel Macro @blindsquirrel.bsky.social · 19/09/2026

Is it too early to step back into energy shock disrupted ASEAN markets? New report out at 7.30am EST on Saturday via www.blindsquirrelmac...

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Blind Squirrel Macro @blindsquirrel.bsky.social · 17/09/2026

Rob Connors of The Crude Chronicles joins Benny and the Squirrel to explain why he doesn't count barrels, why the marginal cost of production is the only number that matters in oil, and why he thinks crude is heading to $240 before this cycle is done! BennySquirrel.tv youtu.be/LSnr9O0vmPM?...

youtu.be

Oil to $240

YouTube video by Benny & The Squirrel

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Blind Squirrel Macro @blindsquirrel.bsky.social · 15/09/2026

The 🐿️ is lining up with Benny the Bond Bull @BenBrey www.bennysquirrel.tv

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Blind Squirrel Macro @blindsquirrel.bsky.social · 15/09/2026

Are we lining up for 'The Death Shot' on Wednesday? @BenBrey www.bennysquirrel.tv

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Blind Squirrel Macro @blindsquirrel.bsky.social · 14/09/2026

The 🐿️'s 'Start the Week' note will be in inboxes at 6.30am EST. A change in tune. Requiring special PPE!

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Blind Squirrel Macro @blindsquirrel.bsky.social · 12/09/2026

Latest 🐿️ note will be out at 7.30am EST on Saturday. Make sure you are on the list at www.blindsquirrelmac...

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Blind Squirrel Macro @blindsquirrel.bsky.social · 05/09/2026

This week, resources! The 🐿️'s "20-for-20" Portfolio journey continues at 7am EST on Saturday. Make sure you get the note via www.blindsquirrelmac...

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Blind Squirrel Macro @blindsquirrel.bsky.social · 29/08/2026

This week we kick off Phase 2 of the '20-for-20' project - with financials! Does a potent cocktail of personal finance bots and financial repression prove to be too much to allow banks to be solid compounders? If so, where do we hide? Out at 7.30am EST on Saturday via www.blindsquirrelmac...

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Blind Squirrel Macro @blindsquirrel.bsky.social · 23/08/2026

This week's podcast is paywall free - on the 'stack open.substack.com/pu... 1/3

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Blind Squirrel Macro @blindsquirrel.bsky.social · 22/08/2026

This week's flagship note will be inboxes at 7.30am EST on Saturday. Not trying to overly ambitious - just trying to pick 20 stocks for 20 years... This one is for ALL subscribers (free and paid) but only if you are on the list at www.blindsquirrelmac... 1/3

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Blind Squirrel Macro @blindsquirrel.bsky.social · 15/08/2026

"All it took was a ticker change!" $VSXY @JeffMacke took his son lingerie shopping and the stock is up 80% - more from Jeff in full show (linked below) 1/2

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Blind Squirrel Macro @blindsquirrel.bsky.social · 15/08/2026

It's time to make amends. New piece out at 7.30am EST on Saturday via www.blindsquirrelmac...

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Blind Squirrel Macro @blindsquirrel.bsky.social · 15/08/2026

"Folk were getting mad over a drunken old man sitting next to a barrel of moonshine" $CBRL More gems from Macke in the full show (linked below) @BenBrey @JeffMacke 1/2

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Blind Squirrel Macro @blindsquirrel.bsky.social · 14/08/2026

"All it took was a ticker change!" $VSXY @JeffMacke took his son lingerie shopping and the stock is up 80% - more from Jeff in full show (linked below) 1/2

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Blind Squirrel Macro @blindsquirrel.bsky.social · 14/08/2026

"Folk were getting mad over a drunken old man sitting next to a barrel of moonshine" $CBRL More gems from Macke in the full show (linked below) @BenBrey @JeffMacke 1/2

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Blind Squirrel Macro @blindsquirrel.bsky.social · 14/08/2026

"It's a weird Wisconsin company that smells like mold - but the stock's on fire at the moment!" $KSS More gems from @JeffMacke via full show (link below) @BenBrey 1/2

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Blind Squirrel Macro @blindsquirrel.bsky.social · 14/08/2026

Jeff 'Mr. Retail' Macke Benny & The 🐿️. He ain't seeing signs of the 'bottom of the K' stopping spending. The stores are already ready for Halloween. The shops, Cheesecake Factories and IMAX theatres are rammed! youtu.be/9bFkZQNKmFg?...

youtu.be

Fading The K Shaped Economy Narrative

YouTube video by Benny & The Squirrel

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Blind Squirrel Macro @blindsquirrel.bsky.social · 10/08/2026

We're not worried about demand. Benny's mum already has Claude and Grok! (Link to full show in comments) @BenBrey 1/2

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Blind Squirrel Macro @blindsquirrel.bsky.social · 10/08/2026

Is "EBTIT" the new "Community-Adjusted EBITDA? (Link to full show in comments) @BenBrey 1/2

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Blind Squirrel Macro @blindsquirrel.bsky.social · 10/08/2026

The foundation models have REAL competition! (Link to full show in comments) @BenBrey 1/2

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Blind Squirrel Macro @blindsquirrel.bsky.social · 08/08/2026

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 by the 🐿️ drops at 7.30am EST on Saturday at www.blindsquirrelmac...

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Blind Squirrel Macro @blindsquirrel.bsky.social · 01/08/2026

AI is macro. We have to deal with the impact of capex financing on inflation and the UST curve way before we get to find out whether or not a productivity miracle is upon us. More at 7.30pm EST Saturday via www.blindsquirrelmac...

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Blind Squirrel Macro @blindsquirrel.bsky.social · 01/08/2026

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Blind Squirrel Macro @blindsquirrel.bsky.social · 01/08/2026

When my friend Kev Muir - a long-time “bond Grizzly” - is sniffing an opportunity in long duration fixed (on the long side!) at the same time that Lacy Hunt - a four-decade bond bull - calls time on the trade of his career, the 🐿️ goes on high alert. It’s ‘disturbance in the Force’ time. 1/2

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Blind Squirrel Macro @blindsquirrel.bsky.social · 25/07/2026

Being an investment banker in emerging markets in the mid-1990s had a lot to be said for it. Doing deals in a hot asset class and business trips to exotic places with limited mobile phone roaming and the hotel business center fax machine as the only link with accountability (i.e. the office). 1/2

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Blind Squirrel Macro @blindsquirrel.bsky.social · 21/07/2026

19th Century Britain lost 70% of its Railway stocks in a year!! Full show: youtu.be/mi4bOlBIjF8 @BenBrey

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Blind Squirrel Macro @blindsquirrel.bsky.social · 21/07/2026

It's always the 3rd owners of equity in major infrastructure that make the money. Can the same be said for boxes of GPUs?? Full show: youtu.be/mi4bOlBIjF8 @BenBrey

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Blind Squirrel Macro @blindsquirrel.bsky.social · 20/07/2026

Who is buying 'The Binface Bottom'? Full show: youtu.be/mi4bOlBIjF8 @BenBrey

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Blind Squirrel Macro @blindsquirrel.bsky.social · 18/07/2026

Monday sees Andy “we’ve got to get beyond this thing of being in hock to the bond market” Burnham enter No. 10 unopposed. 3 weeks later, we get to see if the populist fever dream has hit an absurd and terminal climax in the form of Farage being vanquished in the Clacton by-election…by a bin. 1/3

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Blind Squirrel Macro @blindsquirrel.bsky.social · 13/07/2026

Never miss a Sunday Show! Japan’s savings empire, Hynix’s monster ADR, China’s new “collar” on crude, and why most AI capex stories ignore real ROI. Tune in! youtu.be/2UWCfVoVpV4?...

youtu.be

Clock is Ticking on AI ROI....

YouTube video by Benny & The Squirrel

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Blind Squirrel Macro @blindsquirrel.bsky.social · 11/07/2026

Private Credit: From sexy high growth ---> Risk Management Exercise Full show: youtu.be/wVPU4kyzp0Y... @BenBrey

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