India-Pakistan | U.S.-China Trade | Citadel
A very busy weekend in geopolitics…
SOM | Is This The End of American Exceptionalism?
Video presentation and slides
Bessent | USA “Credit Risk”
Oops!… He did it again
Brent Donnelly | Time To Reload USD Shorts
Six reasons to jump back in the pool
A “Beautiful Rebalancing” | Market News Flow
RIP Pat Bajari. A quick recap of recent market news flow
Alan Brazil | Tail Hedges For Recession And Market Downside Risk
52-page report by Alan Brazil on tail-risk and recession hedges
Tail Hedges For Recession And Market Downside Risk
Tail Hedges For Recession And Market Downside Risk Updated For The Trump Tariff Sell-off Event
Canada Polls | Lefty Intellectual Comeback?
Like project 538, but probably better…
[UNVERIFIED] Trade: US-India | China Statement
![[UNVERIFIED] Trade: US-India | China Statement | Speevr](https://speevr.com/wp-content/uploads/2025/04/Screenshot-2025-04-24-at-19.22.08.png "[UNVERIFIED] Trade: US-India | China Statement 9")
A harder job when top officials spread disinformation
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. […]