Rubrik | Tariffs | Stock-Bond Model
Rubrik Q2 earnings and market review
Russia-Ukraine | Club Med White House Tour List
One up on IRGC concentration risk
[Spectra | GBP]•[Nvidia | {China, USA}] ⊂ Preeminence
![[Spectra | GBP]•[Nvidia | {China, USA}] ⊂ Preeminence | Speevr](https://speevr.com/wp-content/uploads/2025/07/huang-us-china.png "[Spectra | GBP]•[Nvidia | {China, USA}] ⊂ Preeminence 3")
Where does real power resides in America?
Iran-Israel | Blaise Metreweli | First Female Head of MI6
DEI appointment? Still masters of artful deception
Euro Defense Stocks | NATO’s TARP Relief Moment
Defense stocks on a tear. Like the TARP relief rally?
France Snap Election | Israel-Hamas
A clever Machiavellian move or foolish gamble? UNSC passes ceasefire resolution
Iran Nuclear | Microsoft AI | Dodgy Dave & SpokesBots
Iran pulling nuclear card. Microsoft launches new video auto-generative AI tool
BoE MPC | No pain, no gain
Political pressure on central bank monetary policy committee increases as Bank of England fails to bring inflation back under control
BoE independence | Elon-Zuck cage fight
As UK inflation remains stubbornly high above the BoE’s 2% target questions arise over the central bank’s independence. We see Zuck as favorite to beat Elon in a cage fight
JPM on FX/rates | STIs | Wilson psychodrama
JP Morgan analysts quantify the expected impact of the backlog of US Treasury and T-Bill issuance on markets. The maths and Game Theory behind the UK’s rising cases of sexual transmitted infections.