report September 5, 2025 Rubrik | Tariffs | Stock-Bond Model Rubrik Q2 earnings and market review... 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 July 9, 2024 US/French Election | Heuristics | Critical Thinking Which industry has the best analysts? US/French election poll comments/feedback... By Alessio Farhadi Speevr Intelligence
report July 8, 2024 French Election | Polling Errors | Euro 2024 Why the miss in polls? Finance guy's date with a tree... By Alessio Farhadi Speevr Intelligence
report June 30, 2024 France Election | Potential Poll Surprises Quick take on France legislative election polls and potential surprises... By Alessio Farhadi Speevr Intelligence
report June 18, 2024 Eurozone | BTP/OAT | Not Enough Bank Equity BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe... By Alessio Farhadi Speevr Intelligence
report June 12, 2024 Italy | BTP-Bund spread to widen further Dark clouds gathering across the EU in the coming days/weeks... By Alessio Farhadi Speevr Intelligence
report June 11, 2024 France Snap Election | Israel-Hamas A clever Machiavellian move or foolish gamble? UNSC passes ceasefire resolution... By Alessio Farhadi Speevr Intelligence
report April 7, 2024 US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation... By Alessio Farhadi Speevr Intelligence
report September 30, 2021 FRANCE: The right fights, Macron benefits? Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Antonio Barroso Teneo
