report May 21, 2025 Part II: China Goes All In On Trade And Depreciates The CNY Is This The End of American Exceptionalism?... By Alan Brazil SOM Macro Strategies
report May 18, 2025 RBRK | Alan Brazil | US Credit/Exceptionalism | AI | Geopolitics Is US economic exceptionalism over? Presentation by Alan Brazil... By Alessio Farhadi Speevr Intelligence
report May 12, 2025 Ozempic 3.0 | Markets Update GLP-1 "fat shot drug." More good news to come?... By Alessio Farhadi Speevr Intelligence
report May 11, 2025 India-Pakistan | U.S.-China Trade | Citadel A very busy weekend in geopolitics...... By Alessio Farhadi Speevr Intelligence
report May 8, 2025 Houthis | India-Pakistan | Israel | AI | Trade ‘Deal’ Paul Tudor Jones' AI vision... By Alessio Farhadi Speevr Intelligence
report May 6, 2025 SOM | Is This The End of American Exceptionalism? Video presentation and slides... By Alan Brazil SOM Macro Strategies
report May 6, 2025 Bessent | USA “Credit Risk” Oops!... He did it again... By Alessio Farhadi Speevr Intelligence
report May 5, 2025 Brent Donnelly | Time To Reload USD Shorts Six reasons to jump back in the pool... By Brent Donnelly Spectra Markets
report May 5, 2025 Middle East | Temperature Rising Again Guest contribution by former British "diplomat" in the Middle East... By Alessio Farhadi Speevr Intelligence
report May 2, 2025 A “Beautiful Rebalancing” | Market News Flow RIP Pat Bajari. A quick recap of recent market news flow... By Alessio Farhadi Speevr Intelligence
report May 1, 2025 Alan Brazil | Tail Hedges For Recession And Market Downside Risk 52-page report by Alan Brazil on tail-risk and recession hedges... By Alan Brazil, Alessio Farhadi Speevr Intelligence
report April 30, 2025 Tail Hedges For Recession And Market Downside Risk Tail Hedges For Recession And Market Downside Risk Updated For The Trump Tariff Sell-off Event... By Alan Brazil SOM Macro Strategies
report April 28, 2025 Canada Polls | Lefty Intellectual Comeback? Like project 538, but probably better...... By Alessio Farhadi Speevr Intelligence
report April 24, 2025 [UNVERIFIED] Trade: US-India | China Statement A harder job when top officials spread disinformation... By Alessio Farhadi Speevr Intelligence
report April 23, 2025 Pete Earle | UnPacking The Mar-a-Lago Accord We live in interesting times when theologians feel compelled to fact-check politicians. Here’s a concise and well-crafted summary of the so-called “Mar-a-Lago Accord” by Dr. Peter Earle (aka Dr. PCE) of the American Institute for Economic Research (AIER). True to his libertarian leanings, he steers clear of social engineering and keeps the focus on market mechanics and macro fundamentals. Unpacking the Assumptions Behind... By Alessio Farhadi, Peter Earle Speevr Dialectic
report April 23, 2025 U.S.-China | Scott Bessent: “Innit To Winnit’ A "beautiful rebalancing" interview with Bloomberg ... By Alessio Farhadi Speevr Intelligence
report April 22, 2025 NextFedChair | Trump Has ‘No Intention’ of Firing Powell Fed independence question comes after dollar devaluation... By Alessio Farhadi Speevr Intelligence
report April 19, 2025 Ex-MI5 Chief | Iran Nuclear | Geopolitics | (Real) Experts The special ones and connecting the dots... By Alessio Farhadi Speevr Intelligence
report April 19, 2025 Fear 2 – ‘Ricardian Vice’ & The “Brokers’ Broker” Tag Team to Take on Tariff Taut Susie Wiles is still in control of WH we think...... By Alessio Farhadi Speevr Intelligence
report April 18, 2025 Why Putin is Keeping Trump Waiting For a Ukraine Deal Putin is selling the sizzle, not the sausage... By Mark Galeotti Speevr Intelligence
SOM | Is This The End of American Exceptionalism?