report February 26, 2024 The Return Of The 70s Stagflation: Low Growth, High Inflation Will current fed hikes to tame inflation mean stagflation as it did in the 70s?... By Alan Brazil Speevr Intelligence
report February 25, 2024 AI Chips | GPU Alternatives | Israel-Hamas We outline 4 types of AI chips: from general purpose to task specific examples... By Alessio Farhadi Speevr Intelligence
report February 22, 2024 Israel-Hamas | Negotiation talks to resume Negotiations to resume tomorrow in Paris... By Alessio Farhadi Speevr Intelligence
report February 21, 2024 NVIDIA | Friends Of Jensen Get Chips The rest have to get in line. Apple's big push into AI ... By Alessio Farhadi Speevr Intelligence
report February 21, 2024 Israel-Hamas | Intelligence Failures, Evasion And Deception Where is Sinwar? Israeli intel has not recovered from October 7 attacks... By Alessio Farhadi Speevr Intelligence
report February 20, 2024 Part III: Positive Housing Fundamentals Like the 70s Download SOM what happens next; part 3 ... 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 February 20, 2024 Alan Brazil, US Housing | Israel-Hamas | Russia-Ukraine Did Hamas leader Sinwar escape to Egypt?... By Alessio Farhadi Speevr Intelligence
report February 19, 2024 US Inflation | Rising Health Care Costs | Summers Sky rocketing health care costs for middle-aged voters... By Alessio Farhadi Speevr Intelligence
report February 14, 2024 Part II: No Subprime Meltdown What happens next?... By Alan Brazil SOM Macro Strategies
report February 13, 2024 Arm AI | Alan Brazil | Reemergence of A Wage-Inflationary Cycle What happens next in housing, inflation, and the economy. SoftBank's Son vindicated with big bet on Arm... By Alessio Farhadi Speevr Intelligence
report February 13, 2024 Part 1: Reemergence of A Wage-Inflationary Cycle What happens next in housing, inflation, and the economy ... By Alan Brazil SOM Macro Strategies
report February 12, 2024 Is the Fed politicized? | Russia-Ukraine Is the market ahead, or are they behind? A change of military strategy for Ukraine... By Alessio Farhadi Speevr Intelligence
report February 11, 2024 Russia-Ukraine | Putin-Carlson interview, spin and narratives The bits we found interesting... By Alessio Farhadi Speevr Intelligence
report February 6, 2024 Fed vs Goldman outlook | Is monetary policy effective? Codifying analyst capitulations. Two likely scenario: economics or statistics?... By Alessio Farhadi Speevr Intelligence
report February 2, 2024 US airstrikes | Iran-backed militias | Wilson steps down How many Iran-backed militias in Iraq? First slowly, then fast... By Alessio Farhadi Speevr Intelligence
report February 2, 2024 Alan Brazil | US-Iran strikes | QT, Jobs & Inflation Alan's latest views on US Housing, and recent economic data... By Alessio Farhadi Speevr Intelligence
report February 1, 2024 Housing Steepens the Curve In Soft Landing, Fed Steepens It In A Hard Landing Housing steepens the curve in a soft landing, Fed steepens it in a hard landing... By Alan Brazil SOM Macro Strategies
report January 31, 2024 Fed QT | AMD Morgan Stanley & Google hallucinations... By Alessio Farhadi Speevr Intelligence
report January 30, 2024 Alphabet/Google Earnings | US Job The first casualties of AI job losses are within the tech sector... By Alessio Farhadi Speevr Intelligence
report January 30, 2024 US Jobs | JOLTS & ECI wage inflation The evolution of job openings and wage inflation... By Alessio Farhadi Speevr Intelligence
The Return Of The 70s Stagflation: Low Growth, High Inflation