“Clouds are not spheres, mountains are not cones, coastlines are not circles, and bark is not smooth, nor does lightning travel in a straight line.”
— Benoit Mandelbrot
The following series of briefings aims to consolidate key developments on the relevant themes and topics we cover since our last update before the holidays.
Rosenberg (Finally) Capitulates, But Does It Mean Anything?
Most of the sell-side 2025 macro market outlooks were published...
Speevr Intelligence
The Speevr Intelligence daily updates provide in-depth alternative perspectives on key themes and narratives driving financial markets. Our unique collection brings Speevr's exclusive content together with partners' research and analysis.