report July 14, 2024 US Economy | Eurozone | Israel-Hamas A brief update on current themes and outlooks... By Alessio Farhadi Speevr Intelligence
report July 12, 2024 Bill Hwang | Science, Religion, Virtues & Vices | Great Swindles Know your customers for who they really are, not who they claim to be.... By Alessio Farhadi Speevr Intelligence
report July 9, 2024 US/French Election | Heuristics | Critical Thinking Which industry has the best analysts? US/French election poll comments/feedback... By Alessio Farhadi Speevr Intelligence
report July 8, 2024 French Election | Polling Errors | Euro 2024 Why the miss in polls? Finance guy's date with a tree... By Alessio Farhadi Speevr Intelligence
report July 3, 2024 Best Long & Short Strategies 2024Q3 Update On Current Trade Recommendations... By Alan Brazil SOM Macro Strategies
report July 3, 2024 Paul Tucker | Credit Suisse Failure & LOLR Credit Suisse failure exposes key weakness in Swiss banking regulation... By Alessio Farhadi, Paul Tucker Speevr Intelligence
report June 30, 2024 France Election | Potential Poll Surprises Quick take on France legislative election polls and potential surprises... By Alessio Farhadi Speevr Intelligence
report June 30, 2024 US Election | Polling Errors, Bias & Forecasting Are polls biased against Trump? Dusting off our 2020 'model' to forecast 2024 results. Germany go through... By Alessio Farhadi Speevr Intelligence
report June 28, 2024 Ozempic Pregnancies | US Election Polls | Iran Nate Silver US election model review. Women on Ozempic and contraceptives becoming pregnant. Hats & turbans in the ring for Iran election... By Alessio Farhadi Speevr Intelligence
report June 26, 2024 Euro 2024 | Part 3: AGI, Superhuman Intelligence & Natural Stupidity AI cloning Tennis GOAT. Who is GOAT? AI bond pricing model and Tory punters ... By Alessio Farhadi Speevr Intelligence
report June 23, 2024 Euro 2024 | Time To Back The Germans Germans most impressive so far. England overrated as usual. Scotland the most fun... By Alessio Farhadi Speevr Intelligence
report June 22, 2024 Eurozone | Part 2: AGI, Superhuman Intelligence & Natural Stupidity What are AGI and Superhuman Intelligence? Eurozone comment... By Alessio Farhadi Speevr Intelligence
report June 18, 2024 Eurozone | BTP/OAT | Not Enough Bank Equity BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe... By Alessio Farhadi Speevr Intelligence
report June 14, 2024 Part 1: AGI, Superhuman Intelligence & Natural Stupidity Higher concentration is not the problem. It's much deeper and closer to home... By Alessio Farhadi Speevr Intelligence
report June 14, 2024 Eurozone | Banks hit as peripheral spreads continue to leak wider Keep pressing on the pressure point and Super Mario may return... By Alessio Farhadi Speevr Intelligence
report June 13, 2024 US Inflation | Ellison & AI | BTP/Bund Spread Tech bros vs. a real man. Rationale for BTP/Bund spread idea. FOMC takes... By Alessio Farhadi Speevr Intelligence
report June 12, 2024 Italy | BTP-Bund spread to widen further Dark clouds gathering across the EU in the coming days/weeks... By Alessio Farhadi Speevr Intelligence
report June 11, 2024 France Snap Election | Israel-Hamas A clever Machiavellian move or foolish gamble? UNSC passes ceasefire resolution... By Alessio Farhadi Speevr Intelligence
report June 11, 2024 Plenty of Excess “COVID” Savings Left To Support Higher Spending Loadsamoney. Doin' up the ouse... By Alan Brazil SOM Macro Strategies
report June 7, 2024 Market Swings & Roundabouts | The Grass is Always Greener Everyone seems in a bad mood. When big bets go wrong... By Alessio Farhadi Speevr Intelligence
Plenty of Excess “COVID” Savings Left To Support Higher Spending