report November 16, 2025 Identifying the Opportunities of The AI Buildout (Part 1) The AI Buildout—Near-term GDP Boost, But With Emerging Challenges... By Alan Brazil SOM Macro Strategies
report November 11, 2025 SCOTUS | The Trump Tariffs Case under IEEPA Expert panel on IEEPA tariffs at SCOTUS hearings... By Alessio Farhadi Speevr Intelligence
report November 10, 2025 Chris Johnson | US-China | Plenum/PLA | Spies | Venezuela (Part 2) More on US-China, chips and ex-CIA takes... By Alessio Farhadi Speevr Intelligence
report November 4, 2025 Chris Johnson | US-China | Plenum/PLA | Spies | Venezuela (Part 1) Trade talks, rare earths and amateur poker ... By Alessio Farhadi Speevr Intelligence
report October 17, 2025 Comment: Zions & US Regional Banks What's up with regional banks?... By Alessio Farhadi Speevr Intelligence
report October 10, 2025 US-China | Rare Earth Export Controls U.S. vs. China perspective... By Speevr Speevr Intelligence
report September 22, 2025 Post-FOMC | Sahm Rule | Herd Economics Scratching beyond the surface for what works and doesn't... By Alessio Farhadi Speevr Intelligence
report September 15, 2025 Best Long & Short Strategies 2025 Q4: Parts II and III Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It... By Alan Brazil SOM Macro Strategies
report September 14, 2025 Best Long & Short Strategies 2025 Q4: Part I – IDT Reprices The US and EM Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It... By Alan Brazil SOM Macro Strategies
report September 5, 2025 Rubrik | Tariffs | Stock-Bond Model Rubrik Q2 earnings and market review... By Alessio Farhadi Speevr Intelligence
Identifying the Opportunities of The AI Buildout (Part 1)