report May 1, 2025 Alan Brazil | Tail Hedges For Recession And Market Downside Risk 52-page report by Alan Brazil on tail-risk and recession hedges... By Alan Brazil, Alessio Farhadi Speevr Intelligence
report April 30, 2025 Tail Hedges For Recession And Market Downside Risk Tail Hedges For Recession And Market Downside Risk Updated For The Trump Tariff Sell-off Event... By Alan Brazil SOM Macro Strategies
report April 28, 2025 Canada Polls | Lefty Intellectual Comeback? Like project 538, but probably better...... By Alessio Farhadi Speevr Intelligence
report April 24, 2025 [UNVERIFIED] Trade: US-India | China Statement A harder job when top officials spread disinformation... By Alessio Farhadi Speevr Intelligence
report April 23, 2025 Pete Earle | UnPacking The Mar-a-Lago Accord We live in interesting times when theologians feel compelled to fact-check politicians. Here’s a concise and well-crafted summary of the so-called “Mar-a-Lago Accord” by Dr. Peter Earle (aka Dr. PCE) of the American Institute for Economic Research (AIER). True to his libertarian leanings, he steers clear of social engineering and keeps the focus on market mechanics and macro fundamentals. Unpacking the Assumptions Behind... By Alessio Farhadi, Peter Earle Speevr Dialectic
