report January 28, 2025 DeepSeek | An Opportunity To Buy Nvidia? It's a free for-all, so we'll have a crack at it... By Alessio Farhadi Speevr Intelligence
report January 26, 2025 AI | China’s DeepSeek Takes on U.S. Rivals A serious threat to OpenAI and the rest?... By Alessio Farhadi Speevr Intelligence
report January 19, 2025 John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve Trump tariffs and executive orders. What's expected... By Alessio Farhadi Speevr Intelligence
report January 16, 2025 US Macro | Higher For Longer Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration... By Alan Brazil SOM Macro Strategies
report January 14, 2025 Comment | US Rates & Macro Shenanigans Apologies for the recent lack of updates due to unforeseen circumstances. As we get back on track, here are a few brief market comments and observations from our current perspective: Inflation and Policy Forecasting: We’re back to a period dominated by... By Alessio Farhadi Speevr Intelligence
US Macro | Higher For Longer