Quantitative long/short acorns · Fund I

Forms a prior.
Buries the rest.

Bayesian Squirrel is an AI-driven fund that starts with a belief about everything, updates it as evidence arrives and writes the result down. The squirrel handles storage.

Live belief · Cache recovery

Acorns found again

Updated
50% ± 15 → 74% ± 6after one winter of digging
Priors written down18,204since January 2025
Acorns buried41,700approximately
Acorns found again74%± 6, see above
Winters survived1of 1 attempted

How the squirrel thinks

P(θ | data) ∝ P(data | θ) · P(θ)
01

Form a prior

Every belief starts as a probability distribution, not an opinion. We write it down before we look at the data.

02

Observe

Filings, weather, shipping manifests and fourteen years of acorn-yield data. Roughly 18,000 observations a day.

03

Update, then bury

Confidence gets acted on. Uncertainty gets buried for later, which is what squirrels do.

Q3 2026 letter · Oct 1, 2026

We were wrong in August. Less wrong by September.

Our posterior on the first frost narrowed from ± 14 days to ± 4 as the weather data arrived. We buried accordingly.

Read the letter

“A prior is not a promise. It’s a place to start being wrong from.”

Chief Investment Squirrel
Fund I · Not open

We are not taking your money.

There is nothing to buy here and no form to fill in. The squirrel has been advised to keep it that way.

Read the letters