During June, before Blind Squirrel Macro moves completely behind the paywall, we are going through the process of re-underwriting all of the live Acorn trades and revisiting the 'bull pen' of themes that we have closed out the trade but continue to monitor. This week we tackle the financials from financial exchanges, digital payments and banks (from Japanese behemoths to advisory boutiques) to our old friends at #TeamSaddlebags!

The full Monday note can always be found at www.blindsquirrelmacro.com

Music from Max Slorach. Find him at:

email: [email protected] / web: maxonsax.com.au

Thanks for listening!

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