Best Long & Short Strategies 2025 Q4: Parts II and III
Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It
US Tariffs | Beyond The Rhetoric
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](https://speevr.com/wp-content/uploads/2025/07/GSWM-2025-732x1024.png "GSWM 2025 Review | [US Preeminence {Part 1}] · [Markets {Fed, Treasury}] 3")
US Preeminence before US Exceptionalism was popular. Market update.
London 7/7 | Betting On ‘Bad’ Outcomes
Is it ethical or acceptable to bet on disasters?
Part IV: The Trades | Is This The End of American Exceptionalism?…No
Best Long & Short Strategies 2025Q2/3
Rubrik | Adobe | AI Barbell | Macro Insights
Barbell approach to AI. Other bits and pieces
US Equities | Time to Cover Shorts and Dip Into Longs
A pattern to the chaos… cautiously optimistic near-term
US Macro | Higher For Longer
Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration
SOM Year Ahead: The Rise of American Exceptionalism And Trump
Best Long And Short Strategies 2025Q1
Trade Update & Historical Performance
Recent and historical performance of SOM trades