report September 15, 2025 Best Long & Short Strategies 2025 Q4: Parts II and III Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It... By Alan Brazil SOM Macro Strategies
report September 14, 2025 Rubrik · {Quantum | AI} · Markets Prince of Darkness III: Quantum Collapse?... By Alessio Farhadi Speevr Intelligence
report September 14, 2025 Best Long & Short Strategies 2025 Q4: Part I – IDT Reprices The US and EM Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It... By Alan Brazil SOM Macro Strategies
report September 5, 2025 Rubrik | Tariffs | Stock-Bond Model Rubrik Q2 earnings and market review... By Alessio Farhadi Speevr Intelligence
report September 1, 2025 SCO Briefing | Russia-Ukraine | Armenia Putin to spill the beans on Trump Alaska summit?... By Alessio Farhadi Speevr Intelligence
report August 22, 2025 Comment: Markets · AI | Iran-Israel Mid-summer melt up in risk assets... By Alessio Farhadi Speevr Intelligence
report August 22, 2025 Spectra Markets | Jackson Hole Survey Results One of the most heavily skewed survey results I have ever seen for an event like this... By Brent Donnelly Spectra Markets
report August 21, 2025 US Tariffs | Beyond The Rhetoric Beyond The Rhetoric: IDT Is A Positive Tailwind For US Assets But a Headwind For the ROW... By Alan Brazil SOM Macro Strategies
report August 20, 2025 Russia-Ukraine | Trump-Zelenskyy++ | Narrative Control Analysis and perspectives roundup... By Alessio Farhadi Speevr Intelligence
report August 18, 2025 Russia-Ukraine | Trump-Zelensky | Exxon Sakhalin-1 Follow the money trail. Trump-Zelensky script... By Alessio Farhadi Speevr Intelligence
report August 17, 2025 Russia-Ukraine | Club Med White House Tour List One up on IRGC concentration risk... By Alessio Farhadi Speevr Intelligence
report August 16, 2025 Mark Galeotti | Trump-Putin · Russian Press Overview Russian press snap responses of Alaska Summit... By Alessio Farhadi, Mark Galeotti Speevr Intelligence
report August 15, 2025 Trump-Putin | Russia-Ukraine What they're saying and not saying... By Alessio Farhadi Speevr Intelligence
report August 11, 2025 Mark Galeotti | Trump-Putin · Moscow View Russian Press Ahead of the Trump–Putin Alaska Summit... By Alessio Farhadi, Mark Galeotti Speevr Intelligence
report August 9, 2025 Russia-Ukraine · Trump-Putin | Tariff Inflation · Real-Time Local sources. High-frequency price monitoring US tariff effects... By Alessio Farhadi Speevr Intelligence
report August 7, 2025 Russia-Ukraine [Mark Galeotti · Trump-Putin] | NextFedChair Analysis of the "inevitable" summit. Waller's odds jump. Trump's mole in Fed?... By Alessio Farhadi, Mark Galeotti Speevr Intelligence
report August 6, 2025 GSWM 2025 Review | US Preeminence Vs Exceptionalism {Part 2} US Preeminence vs. Exceptionalism. Why the report stands out.... By Alessio Farhadi Speevr Intelligence
report July 30, 2025 NextFedChair | [FOMC, Volcker Revolt {1979-82}] Volcker’s 1979 Regime Shift—FOMC Dissent, Policy Revolt, and Executive Interference... By Alessio Farhadi Speevr Intelligence
report July 29, 2025 GSWM 2025 Review | [US Preeminence {Part 1}] · [Markets {Fed, Treasury}] US Preeminence before US Exceptionalism was popular. Market update.... By Alessio Farhadi Speevr Intelligence
report July 16, 2025 [Spectra | GBP]•[Nvidia | {China, USA}] ⊂ Preeminence Where does real power resides in America?... By Alessio Farhadi Speevr Intelligence
Artificial Intelligence Google Head of Ethical AI Research on Data Biases and Ethics Margaret (Meg) Mitchell Meg Mitchell
US Tariffs | Beyond The Rhetoric