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Category: US

US region

John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve

John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve | Speevr

Trump tariffs and executive orders. What’s expected

US Macro | Higher For Longer

US Macro | Higher For Longer | Speevr

Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration

Comment | US Rates & Macro Shenanigans

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SOM Year Ahead: The Rise of American Exceptionalism And Trump

SOM Year Ahead: The Rise of American Exceptionalism And Trump | Speevr

Best Long And Short Strategies 2025Q1

US | New Orleans | Domestic Terrorism

US | New Orleans | Domestic Terrorism | Speevr

Was DHS or US intel caught napping?

Rubrik (RBRK) | Martin Wolf on US Exceptionalism

Rubrik (RBRK) | Martin Wolf on US Exceptionalism | Speevr

Great innovation, poor communication tech CEOs. Economics of happiness.

The End Of China Exceptionalism

The End Of China Exceptionalism | Speevr

And The Start Of American Exceptionalism

John Thomas | Trump’s Cabinet Houdini, Tariffs & US Immigration

John Thomas | Trump's Cabinet Houdini, Tariffs & US Immigration | Speevr

Trump’s bold policy agenda escapes scrutiny as focus shifts to his cabinet picks.

Trade Update & Historical Performance

Recent and historical performance of SOM trades

US Yield Curve | Veterans/Remembrance | NextFedChair.com

US Yield Curve | Veterans/Remembrance | NextFedChair.com | Speevr

US yield curve and next Fed Chair back in focus

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