report March 15, 2025 Russia-Ukraine | Sumy Offensive | Kursk | Belarus As one front closes, another may be about to open... By Alessio Farhadi Speevr Intelligence
report March 14, 2025 Rubrik | Adobe | AI Barbell | Macro Insights Barbell approach to AI. Other bits and pieces... By Alessio Farhadi Speevr Intelligence
report March 13, 2025 Trump’s Polls | Rubrik Beats Again What matters more to Trump than the stock market?... By Alessio Farhadi Speevr Intelligence
report March 11, 2025 Markets | ‘Boiling the Frog’ Sell-Off 'Trump Put': Who's Afraid of the Big Bad W-H?... By Alessio Farhadi Speevr Intelligence
report March 7, 2025 US Jobs | Diffusion LLMs | Ricardian Vice | Iran Nuclear A balancing act. Scott Bessant's economic plan, Ricardian something... By Alessio Farhadi Speevr Intelligence
report March 6, 2025 REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity More debt without bank equity is a problem... By Alessio Farhadi Speevr Intelligence
report March 5, 2025 Market Update | DALL-E’s DeepSeek Moment | Nvidia If seeing is believing, don’t believe everything you see... By Alessio Farhadi Speevr Intelligence
report March 4, 2025 US Equities | Time to Cover Shorts and Dip Into Longs A pattern to the chaos... cautiously optimistic near-term... By Alessio Farhadi Speevr Intelligence
report March 3, 2025 Euro Defense Stocks | NATO’s TARP Relief Moment Defense stocks on a tear. Like the TARP relief rally?... By Alessio Farhadi Speevr Intelligence
report March 3, 2025 Hamas-Israel | What Next Now That Phase 1 Is Over? Hamas has rejected a request by Israel and the U.S. to extend the first phase of the Gaza ceasefire, which ended on Saturday A major sticking point is who will govern Gaza. Israel insists Hamas cannot play a role... By Alessio Farhadi Speevr Intelligence
report March 2, 2025 US Crypto Reserve | Omand | Russia-Ukraine Another bold JT prediction comes through ... By Alessio Farhadi Speevr Intelligence
report February 27, 2025 OpenAI | Quick Take on GPT-4.5 Model Release Going full circle on transformer architecture. Probably a flop... By Alessio Farhadi Speevr Intelligence
report February 26, 2025 NVIDIA | Quick Preview Q4 Don't expect DeepSeek clarity on the future of AI... By Alessio Farhadi Speevr Intelligence
report February 25, 2025 Russia-Ukraine | US Minerals Deal Brief comments and updates from the frontline... By Alessio Farhadi Speevr Intelligence
report February 24, 2025 LEAKED DRAFT | US-Ukraine Minerals Term Sheet Agreement Here's what's inside the agreement... By Alessio Farhadi Speevr Intelligence
report February 24, 2025 EU/ECB | Tusk | Poland | Russian Asset Seizures | Ukraine Why borrow legally when you can steal?... By Alessio Farhadi Speevr Intelligence
report February 18, 2025 Russian Economy | FT | Sergei Guriev Is Russia's economy really faltering?... By Alessio Farhadi Speevr Intelligence
report February 17, 2025 Russia-Ukraine | Freedman | War Narratives The chickens come home to roost...... By Alessio Farhadi Speevr Intelligence
report February 16, 2025 Mark Galeotti | Thoughts from the MSC Munich Security Conference debrief... from an (actual) attendee and (real) Russia expert... By Mark Galeotti Speevr Intelligence
report February 7, 2025 US-China/EU Tariffs | Paul Tucker | Dani Rodrik EU is next. Not all economists are international trade experts.... By Alessio Farhadi Speevr Intelligence
