Advertisement · 728 × 90

Posts by Blind Squirrel Macro

The Earnings Delusion
The Earnings Delusion YouTube video by Benny & The Squirrel

Never miss a Sunday show

youtu.be/Kpn7hjw4pUQ?...

1 day ago 6 0 1 0

Yup. Will be pork barrel central

4 days ago 2 0 0 0

Additionally, sheer volume dominance of naval and air materiel no longer guarantees supremacy. The defender just got itself a 3rd die - with a profound impact on the game probabilities. Full note out at 7am EST on Friday.

4 days ago 0 0 0 0

In a world of cheap FPV drones, loitering munitions and electronic warfare, the defender is no longer defending static trenches with inferior armor. They have their cheap and lethal eyes in the sky (and on land and sea).

4 days ago 0 0 1 0

This 8% spread in favor of the aggressor - even after accounting for the fact that defenders win ties - dictates the entire strategy of the game. The Ukraine battlefield and the current conflict in the Middle East have inverted the math.

4 days ago 0 0 1 0

In this industrial era model, concentrating mass and taking the offensive yielded a statistical advantage. With three dice against two, the attacker can expect to have the 2 highest dice 37.2% of the time, while the defender only has them 29.3% of the time.

4 days ago 0 0 1 0

When Risk was designed in the 1950s, the game perfectly captured the military doctrines of WWII and the early Cold War. The rule whereby the attacker gets 3 dice while the defender gets only 2 reflects an era of mass mobilization and Kursk or El Alamein style mass tank battles.

4 days ago 0 0 1 0
Post image

In this week's note (which will hit inboxes at 7am EST on Friday) the 🐿️ contemplates how shifts in modern warfare are akin to giving the defender a 3rd die in the board game Risk. We update out defense basket after 18 months - now the NWOMIC™. www.blindsquirrelmac...

4 days ago 1 1 1 0
SpaceX IPO Will Break The Market
SpaceX IPO Will Break The Market YouTube video by Benny & The Squirrel

Thank you, @blindsquirrel.bsky.social, for reminding me about this informed and insightful podcast on the SpaceX IPO a few weeks back. I watched it then. Highly, highly recommended.

www.youtube.com/watch?v=QVSr...

4 days ago 11 2 1 1
Advertisement

Thanks!

4 days ago 2 0 0 0
Is This Rally A Head Fake?
Is This Rally A Head Fake? YouTube video by Benny & The Squirrel

youtu.be/s7cZeEMG_Hw

4 days ago 2 0 0 0
Preview
How Long Can This S&P Winning Streak Continue? | With The Blind Squirrel and Erik @YWR YouTube video by Maggie Lake Talking Markets

www.youtube.com/live/hlFsals...

5 days ago 2 0 0 0
Suzanne Vega - Luka | Het verhaal achter het nummer | Top 2000 a gogo
Suzanne Vega - Luka | Het verhaal achter het nummer | Top 2000 a gogo YouTube video by Top 2000 a gogo

youtube.com/watch?v=sKGo...

1 week ago 2 0 0 0
Preview
Be like Boaz! Alpha from Ancient Access Products. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 15 of 2026.

open.substack.com/pub/arcadian...

1 week ago 2 0 0 0
Preview
Be like Boaz! Alpha from Ancient Access Products. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 15 of 2026.

Be like Boaz!
www.blindsquirrelmacro.com/p/be-like-bo...

1 week ago 2 0 0 0
SpaceX IPO Will Break The Market
SpaceX IPO Will Break The Market YouTube video by Benny & The Squirrel

youtu.be/QVSrJ-PK-t4?...

2 weeks ago 3 0 0 0
Preview
Spaced Out! SpaceX - The Liquidity Black Hole. The Blind Squirrel's 'Monday' Morning Notes. Year 4; Week 13 of 2026.

www.blindsquirrelmacro.com/p/spaced-out...

2 weeks ago 1 0 0 0
Advertisement
Post image

This week's note will be out at 7.30am EST. Benny & The Squirrel take you through the numbers on the SpaceX IPO. Is it even doable??? #SpaceX $TSLA - get it via www.blindsquirrelmacro.com

2 weeks ago 1 0 0 0

www.blindsquirrelmacro.com/p/time-for-s...

3 weeks ago 4 1 1 0
How the Short Selling Sausage is Made
How the Short Selling Sausage is Made YouTube video by Benny & The Squirrel

Our latest conversation with Russell Clark
youtu.be/C-TmkfhUUHg

2 weeks ago 2 0 0 0
End of Pain for Bond Bulls?
End of Pain for Bond Bulls? YouTube video by Benny & The Squirrel

Never miss a Sunday show!
youtube.com/watch?v=KVCo...

3 weeks ago 0 0 0 0

www.blindsquirrelmacro.com/p/time-for-s...

3 weeks ago 4 1 1 0
Hanging With Kuppy!
Hanging With Kuppy! YouTube video by Benny & The Squirrel

Benny & the 🐿️ hung out with Kuppy this afternoon. Lots of fun! Have a watch!
youtu.be/JNxj3zy4qOs?...

3 weeks ago 0 1 0 0
Post image

This week the🐿️ is trying to look beyond the Iran war and focus on the ruggedization of his adopted homeland down under. The note will come out on Saturday morning EST and will be free for all subscribers. Sign up at www.blindsquirrelmac...

3 weeks ago 3 1 0 1
Post image

This week the🐿️ is trying to look beyond the Iran war and focus on the ruggedization of his adopted homeland down under. The note will come out on Saturday morning EST and will be free for all subscribers. Sign up at www.blindsquirrelmac...

3 weeks ago 3 1 0 1
Hanging With Kuppy!
Hanging With Kuppy! YouTube video by Benny & The Squirrel

Benny & the 🐿️ hung out with Kuppy this afternoon. Lots of fun! Have a watch!
youtu.be/JNxj3zy4qOs?...

3 weeks ago 0 1 0 0
Advertisement
Adult Swim!
Adult Swim! YouTube video by Benny & The Squirrel

youtu.be/BfTNXVtYIWI?...

4 weeks ago 1 1 0 0

the 80's say hello. no wonder we all found other ways to entertain ourselves:

4 weeks ago 25 1 5 0
Adult Swim!
Adult Swim! YouTube video by Benny & The Squirrel

youtu.be/BfTNXVtYIWI?...

4 weeks ago 1 1 0 0
Preview
Tencent integrates WeChat with OpenClaw AI agent amid China tech battle Users have rushed to install and experiment with ‌agent ⁠products, prompting tech firms to explore business opportunities even as authorities warn of security risks.

www.reuters.com/technology/t...

4 weeks ago 0 0 0 0