report January 14, 2025 Comment | US Rates & Macro Shenanigans Apologies for the recent lack of updates due to unforeseen circumstances. As we get back on track, here are a few brief market comments and observations from our current perspective: Inflation and Policy Forecasting: We’re back to a period dominated by... By Alessio Farhadi Speevr Intelligence
report January 6, 2025 SOM Year Ahead: The Rise of American Exceptionalism And Trump Best Long And Short Strategies 2025Q1... By Alan Brazil SOM Macro Strategies
report January 1, 2025 US | New Orleans | Domestic Terrorism Was DHS or US intel caught napping?... By Alessio Farhadi Speevr Intelligence
report December 30, 2024 Part 1: Outlook 2025 | When Big Egos on Wall Street Capitulate Catching up with recent developments... By Alessio Farhadi Speevr Intelligence
report December 12, 2024 RED ALERT: Russia-Ukraine | Middle East A brief update on accumulating risks... By Alessio Farhadi Speevr Intelligence
report December 8, 2024 Syria | Assad Plane Likely To Have Crashed? They got us with a Maskirovka— a classic Russian military deception... By Alessio Farhadi Speevr Intelligence
report December 6, 2024 Rubrik (RBRK) | Martin Wolf on US Exceptionalism Great innovation, poor communication tech CEOs. Economics of happiness.... By Alessio Farhadi Speevr Intelligence
report December 3, 2024 The End Of China Exceptionalism And The Start Of American Exceptionalism... By Alan Brazil SOM Macro Strategies
report December 2, 2024 INVITATION: John Kim on US Tech & VC An opportunity to meet with a Silicon Valley serial entrepreneur and investor... By Speevr Speevr Intelligence
report November 28, 2024 Grifols | MicroStrategy | BTC | Convertibles Tim Hall on MSTR stock valuation. Grifols buyer flakes.... By Alessio Farhadi Speevr Intelligence
report November 27, 2024 France | Bund/BTP/OAT Spreads & Budgets European sovereign debt market woes continue to mount... By Alessio Farhadi Speevr Intelligence
report November 27, 2024 John Thomas | Trump’s Cabinet Houdini, Tariffs & US Immigration Trump's bold policy agenda escapes scrutiny as focus shifts to his cabinet picks.... By Alessio Farhadi, John Thomas Speevr Intelligence
report November 25, 2024 Trade Update & Historical Performance Recent and historical performance of SOM trades... By Alan Brazil SOM Macro Strategies
report November 25, 2024 Iran-Israel | Another Leak or Hack? Iranian hackers claim stealing 40TB of Israeli intel data... By Alessio Farhadi Speevr Intelligence
report November 21, 2024 DOGE | Draghi | Doge of Venice | DeFi | Dodging Tariffs Time to get rich or die trying? System takedown... By Alessio Farhadi Speevr Intelligence
report November 13, 2024 The Fragile Equilibrium of Technology, Liberty and Power In a striking reversal of history's pattern where technological progress and liberalism reinforced each other, today's innovations threaten to tip the balance toward authoritarianism, ending three centuries of partnership between technological advancement and human freedom.... By Paul Tucker Speevr Intelligence
report November 13, 2024 DOGE | Is The Musk/Dorsey Crypto Masterplan Still On? Dogecoin re-catches a bid. Time to sell, hold or buy more?... By Alessio Farhadi Speevr Intelligence
report November 11, 2024 US Yield Curve | Veterans/Remembrance | NextFedChair.com US yield curve and next Fed Chair back in focus... By Alessio Farhadi Speevr Intelligence
report November 9, 2024 John Thomas | US Election Wrap Why Harris fell short on winning over voters... Pelosi insists the House is in play... By Alessio Farhadi, John Thomas Speevr Intelligence
report November 7, 2024 AI Politics | Minds & Models, Models & Minds Algorithmic mind hacks and mental models... By Alessio Farhadi Speevr Intelligence
Artificial Intelligence Deep-Learning and NLP A discussion with a Stanford Computer Scientist Abigail See
