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
report November 13, 2024 The Fragile Equilibrium of Technology, Liberty and Power In a striking reversal of history's pattern where technological progress and liberalism reinforced each other, today's innovations threaten to tip the balance toward authoritarianism, ending three centuries of partnership between technological advancement and human freedom.... By Paul Tucker Speevr Intelligence
report November 13, 2024 DOGE | Is The Musk/Dorsey Crypto Masterplan Still On? Dogecoin re-catches a bid. Time to sell, hold or buy more?... By Alessio Farhadi Speevr Intelligence
