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 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
report January 26, 2024 Klopp exit | From Wall Street to Silicon Valley Where is Jan off to next? Glass half full people... By Alessio Farhadi Speevr Intelligence
report January 26, 2024 US Inflation | PCE inflation preview Recessionistas need a weak PCE print to stay in the trade... By Alessio Farhadi Speevr Intelligence
report January 24, 2024 AMD | Brevan Howard | PCE & US recession risk Careful what you wish for on inflation. The 'everything' is a bubble thesis... By Alessio Farhadi Speevr Intelligence
report January 22, 2024 GSWM outlook 2024 | Are US equities expensive? How did they do in 2023? US preeminence is still the theme... By Alessio Farhadi Speevr Intelligence
Part III: Positive Housing Fundamentals Like the 70s