report February 4, 2025 IMPORTANT: US-China Tariffs We're less sanguine than before. Here's why.... By Alessio Farhadi Speevr Intelligence
report February 4, 2025 INVITATION: Valencia De La Vega | Batteries & Renewables Thu Feb 6, 2025 @12:00 ET (17:00 UK)... By Speevr Speevr Intelligence
report February 2, 2025 Part 1: John Thomas | Trump Tariffs | SoftBank | Stargate We warned you! Now why would you doubt our guy?... By Alessio Farhadi, John Thomas Speevr Intelligence
report February 2, 2025 DeepSeek vs OpenAI | Advanced AI Reasoning Models Solving Fred & Tom's betting problem... By Alessio Farhadi Speevr Intelligence
report January 29, 2025 Anthropic CEO | US-China | AI Exports Controls Dario Amodei on DeepSeek and AI export controls... By Alessio Farhadi Speevr Intelligence
report January 28, 2025 DeepSeek | An Opportunity To Buy Nvidia? It's a free for-all, so we'll have a crack at it... By Alessio Farhadi Speevr Intelligence
report January 26, 2025 AI | China’s DeepSeek Takes on U.S. Rivals A serious threat to OpenAI and the rest?... By Alessio Farhadi Speevr Intelligence
report January 19, 2025 John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve Trump tariffs and executive orders. What's expected... By Alessio Farhadi Speevr Intelligence
report January 14, 2025 Comment | US Rates & Macro Shenanigans Apologies for the recent lack of updates due to unforeseen circumstances. As we get back on track, here are a few brief market comments and observations from our current perspective: Inflation and Policy Forecasting: We’re back to a period dominated by... By Alessio Farhadi Speevr Intelligence
report January 1, 2025 US | New Orleans | Domestic Terrorism Was DHS or US intel caught napping?... By Alessio Farhadi Speevr Intelligence
report December 30, 2024 Part 1: Outlook 2025 | When Big Egos on Wall Street Capitulate Catching up with recent developments... By Alessio Farhadi Speevr Intelligence
report December 12, 2024 RED ALERT: Russia-Ukraine | Middle East A brief update on accumulating risks... By Alessio Farhadi Speevr Intelligence
report December 8, 2024 Syria | Assad Plane Likely To Have Crashed? They got us with a Maskirovka— a classic Russian military deception... By Alessio Farhadi Speevr Intelligence
report December 6, 2024 Rubrik (RBRK) | Martin Wolf on US Exceptionalism Great innovation, poor communication tech CEOs. Economics of happiness.... By Alessio Farhadi Speevr Intelligence
report December 2, 2024 INVITATION: John Kim on US Tech & VC An opportunity to meet with a Silicon Valley serial entrepreneur and investor... By Speevr Speevr Intelligence
report November 28, 2024 Grifols | MicroStrategy | BTC | Convertibles Tim Hall on MSTR stock valuation. Grifols buyer flakes.... By Alessio Farhadi Speevr Intelligence
report November 27, 2024 France | Bund/BTP/OAT Spreads & Budgets European sovereign debt market woes continue to mount... By Alessio Farhadi Speevr Intelligence
report November 27, 2024 John Thomas | Trump’s Cabinet Houdini, Tariffs & US Immigration Trump's bold policy agenda escapes scrutiny as focus shifts to his cabinet picks.... By Alessio Farhadi, John Thomas Speevr Intelligence
report November 25, 2024 Iran-Israel | Another Leak or Hack? Iranian hackers claim stealing 40TB of Israeli intel data... By Alessio Farhadi Speevr Intelligence
report November 21, 2024 DOGE | Draghi | Doge of Venice | DeFi | Dodging Tariffs Time to get rich or die trying? System takedown... By Alessio Farhadi Speevr Intelligence
