report April 22, 2024 Iran Nuclear | The Pet Shop Boys Doctrine False alarm... he's just a clueless Iranian MP... By Alessio Farhadi
report April 22, 2024 Iran Nuclear | Double Speak Doctorine Does or doesn't Iran want nukes?... By Alessio Farhadi Speevr Intelligence
report April 21, 2024 Iran-Israel | Smoke Screens and Mirrors Who came on top in the tit-for-tat exchange? Facts from fiction... By Alessio Farhadi Speevr Intelligence
report April 20, 2024 Jane Street vs Millennium | Valuing and protecting trading strategies An legal case between two large hedge funds raises interesting questions... By Alessio Farhadi Speevr Intelligence
report April 19, 2024 Iran-Israel | I think it’s safe to come out now… Let's run with the 100% Iran success narrative... By Alessio Farhadi Speevr Intelligence
report April 19, 2024 Iran Nuclear | Microsoft AI | Dodgy Dave & SpokesBots Iran pulling nuclear card. Microsoft launches new video auto-generative AI tool... By Alessio Farhadi Speevr Intelligence
report April 18, 2024 Iran-Israel | Gaza War Israel finally showing it can be smart by trading strikes against Iran for Rafah operation with US approval... By Alessio Farhadi Speevr Intelligence
report April 17, 2024 Iran-Israel-US | Gaza | Russia-Ukraine Whats missing in mainstream narratives on recent conflicts.... By Alessio Farhadi Speevr Intelligence
report April 17, 2024 Iran-Israel | Military Analysis | Sanctions | Best Middle East sources Cutting through the noise/propaganda with the best sources and analysis... By Alessio Farhadi Speevr Intelligence
report April 15, 2024 Iran-Israel | How much did it all cost? Did Iran fail or succeed to meet its key objectives?... By Alessio Farhadi Speevr Intelligence
report April 12, 2024 Iran-Israel | First wave of strikes launched by Hezbollah 50 missiles launched from south Lebanon... By Alessio Farhadi Speevr Intelligence
report April 12, 2024 MERLYN RELEASE | TValue Presentation to Telecom Italia Shareholders A plan designed to provide optionality and deliver superior value to the benefit of all TIM's shareholders... By Merlyn Advisors Merlyn Advisors
report April 10, 2024 US CPI | Musk vs. Brazil | #freespeech | Web 1.0 to 3.0 | AI productivity Disinformation or disagreeable? A quick comment ahead of today's US CPI release... By Alessio Farhadi Speevr Intelligence
report April 9, 2024 SOM | Five Reasons Why 10-year Yields Move Above 5% Best Long And Short Strategies 2024Q2... By Alan Brazil SOM Macro Strategies
report April 8, 2024 MERLYN RELEASE | Telecom Italia – TValue Shareholder Engagement Letter Merlyn Advisors proposal to Telecom Italia shareholders... By Merlyn Advisors Merlyn Advisors
report April 7, 2024 US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation... By Alessio Farhadi Speevr Intelligence
report April 3, 2024 Iran-Israel | Early indications of Damascus strike response A best educated guess on how Iran will respond to Damascus consulate attack... By Alessio Farhadi Speevr Intelligence
report April 2, 2024 Iran’s options | Freedman on Putin’s ‘fanaticism’ towards Ukraine Iran's potential responses to Israeli strikes on the Damascus consulate that killed top IRGC commanders... By Alessio Farhadi Speevr Intelligence
report April 1, 2024 Russia-Ukraine | Spy swap deals | US PCE | Israel strike on Iran Consulate Unexpected sell-off in Treasuries. Brent Donnelly on bond yields & macro themes... By Alessio Farhadi Speevr Intelligence
report March 28, 2024 MERLYN RELEASE | TValue Proposes New Telecom Italia Board of Directors TValue announces that it has submitted its majority list for the Board of Directors of TIM in view of its renewal... By Merlyn Advisors Merlyn Advisors
