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Category: Investment Strategies

Investment strategies category

Three Macro Themes Repricing Assets And Driving Economic Growth

Three Macro Themes Repricing Assets And Driving Economic Growth | Speevr

Is AI going to wipe out SaaS?

GSWM | GeoRisk: YELLOW, Down From AMBER

GSWM | GeoRisk: YELLOW, Down From AMBER | Speevr

Yellow to match the quesadilla traders…

GSWM Outlook 2026 | US Resilience Resilient

GSWM Outlook 2026 | US Resilience Resilient | Speevr

US resilience remains intact in the face of considerable internal and external challenges

SOM: Review Of 2025 Performance

SOM: Review Of 2025 Performance | Speevr

Gains driven by two equity themes rather than macro trades

Spectra Markets | USDJPY and more

Spectra Markets | USDJPY and more | Speevr

USDJPY, FX vol, Silver, Gold, NVDA & TSLA

Identifying the Opportunities of The AI Buildout (Part 1)

Identifying the Opportunities of The AI Buildout (Part 1) | Speevr

The AI Buildout—Near-term GDP Boost, But With Emerging Challenges

Market Comment | Weekly Narrative Deltas

Market Comment | Weekly Narrative Deltas | Speevr

What’s changed since last week

Best Long & Short Strategies 2025 Q4: Parts II and III

Best Long & Short Strategies 2025 Q4: Parts II and III | Speevr

Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It

US Tariffs | Beyond The Rhetoric

US Tariffs | Beyond The Rhetoric | Speevr

Beyond The Rhetoric: IDT Is A Positive Tailwind For US Assets But a Headwind For the ROW

GSWM 2025 Review | [US Preeminence {Part 1}] · [Markets {Fed, Treasury}]

GSWM 2025 Review | [US Preeminence {Part 1}] · [Markets {Fed, Treasury}] | Speevr

US Preeminence before US Exceptionalism was popular. Market update.

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