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Category: US

US region

AI | Nvidia | Baupost-Klarman ‘Margin of Safety’ | Boston Bombing

AI | Nvidia | Baupost-Klarman 'Margin of Safety' | Boston Bombing | Speevr

From AI to amateur psychoanalysis. We honor the “special ones”

Trump’s Handwritten Note to Powell: Lower Rates Abroad, So Why Not Here?

Trump’s Handwritten Note to Powell: Lower Rates Abroad, So Why Not Here? | Speevr

Do lower interest rates in other countries really mean the Fed is too tight?

Iran–Israel | Part 1: Ex-UK Intelligence Perspective

Iran–Israel | Part 1: Ex-UK Intelligence Perspective | Speevr

What means ‘winning’?

Jeff Lewis | US-Iran | Preliminary Assessment of Fordow Strikes

Jeff Lewis | US-Iran | Preliminary Assessment of Fordow Strikes | Speevr

OSINT battle damage assessment

Iran-Israel | Updates – June 23, 2025

Iran-Israel | Updates - June 23, 2025 | Speevr

Real men fly to Tehran…

Iranium Crypto | Iran-Israel | FOMC | Tariffs

Iranium Crypto | Iran-Israel | FOMC | Tariffs | Speevr

It’s Shah Mat or Amalek! Trump tantrums on Iran… but why?

Part IV: The Trades | Is This The End of American Exceptionalism?…No

Part IV: The Trades | Is This The End of American Exceptionalism?...No | Speevr

Best Long & Short Strategies 2025Q2/3

Part III: American Exceptionalism Continues And Gains Steam

Part III: American Exceptionalism Continues And Gains Steam | Speevr

The Era of America’s Economic Exceptionalism Is Not Over

Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum

Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum | Speevr

Fed spies and mail-ordered brides. Market update

Part II: China Goes All In On Trade And Depreciates The CNY

Part II: China Goes All In On Trade And Depreciates The CNY | Speevr

Is This The End of American Exceptionalism?

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