report August 22, 2025 Comment: Markets · AI | Iran-Israel Mid-summer melt up in risk assets... By Alessio Farhadi Speevr Intelligence
report August 22, 2025 Spectra Markets | Jackson Hole Survey Results One of the most heavily skewed survey results I have ever seen for an event like this... By Brent Donnelly Spectra Markets
report August 21, 2025 US Tariffs | Beyond The Rhetoric Beyond The Rhetoric: IDT Is A Positive Tailwind For US Assets But a Headwind For the ROW... By Alan Brazil SOM Macro Strategies
report August 20, 2025 Russia-Ukraine | Trump-Zelenskyy++ | Narrative Control Analysis and perspectives roundup... By Alessio Farhadi Speevr Intelligence
report August 18, 2025 Russia-Ukraine | Trump-Zelensky | Exxon Sakhalin-1 Follow the money trail. Trump-Zelensky script... By Alessio Farhadi Speevr Intelligence
report August 17, 2025 Russia-Ukraine | Club Med White House Tour List One up on IRGC concentration risk... By Alessio Farhadi Speevr Intelligence
report August 16, 2025 Mark Galeotti | Trump-Putin · Russian Press Overview Russian press snap responses of Alaska Summit... By Alessio Farhadi, Mark Galeotti Speevr Intelligence
report August 15, 2025 Trump-Putin | Russia-Ukraine What they're saying and not saying... By Alessio Farhadi Speevr Intelligence
report August 11, 2025 Mark Galeotti | Trump-Putin · Moscow View Russian Press Ahead of the Trump–Putin Alaska Summit... By Alessio Farhadi, Mark Galeotti Speevr Intelligence
report August 9, 2025 Russia-Ukraine · Trump-Putin | Tariff Inflation · Real-Time Local sources. High-frequency price monitoring US tariff effects... By Alessio Farhadi Speevr Intelligence
report August 7, 2025 Russia-Ukraine [Mark Galeotti · Trump-Putin] | NextFedChair Analysis of the "inevitable" summit. Waller's odds jump. Trump's mole in Fed?... By Alessio Farhadi, Mark Galeotti Speevr Intelligence
report August 6, 2025 GSWM 2025 Review | US Preeminence Vs Exceptionalism {Part 2} US Preeminence vs. Exceptionalism. Why the report stands out.... By Alessio Farhadi Speevr Intelligence
report July 30, 2025 NextFedChair | [FOMC, Volcker Revolt {1979-82}] Volcker’s 1979 Regime Shift—FOMC Dissent, Policy Revolt, and Executive Interference... By Alessio Farhadi Speevr Intelligence
report July 29, 2025 GSWM 2025 Review | [US Preeminence {Part 1}] · [Markets {Fed, Treasury}] US Preeminence before US Exceptionalism was popular. Market update.... By Alessio Farhadi Speevr Intelligence
report July 16, 2025 [Spectra | GBP]•[Nvidia | {China, USA}] ⊂ Preeminence Where does real power resides in America?... By Alessio Farhadi Speevr Intelligence
report July 14, 2025 Could Independence Day Tariffs + Big Beautiful Bill Tax Cuts = USA Win/Win Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alan Brazil SOM Macro Strategies
report July 10, 2025 AI | Nvidia | Baupost-Klarman ‘Margin of Safety’ | Boston Bombing From AI to amateur psychoanalysis. We honor the "special ones"... By Alessio Farhadi Speevr Intelligence
report July 7, 2025 London 7/7 | Betting On ‘Bad’ Outcomes Is it ethical or acceptable to bet on disasters?... By Alessio Farhadi Speevr Intelligence
report July 2, 2025 Trump’s Handwritten Note to Powell: Lower Rates Abroad, So Why Not Here? Do lower interest rates in other countries really mean the Fed is too tight?... By Peter Earle Speevr Dialectic
report June 30, 2025 Iran–Israel | Part 1: Ex-UK Intelligence Perspective What means ‘winning’?... By Speevr Speevr Intelligence
Artificial Intelligence Deep-Learning and NLP A discussion with a Stanford Computer Scientist Abigail See
US Tariffs | Beyond The Rhetoric