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Category: Investment Strategies

Investment strategies category

London 7/7 | Betting On ‘Bad’ Outcomes

London 7/7 | Betting On 'Bad' Outcomes | Speevr

Is it ethical or acceptable to bet on disasters?

Part IV: The Trades | Is This The End of American Exceptionalism?…No

Part IV: The Trades | Is This The End of American Exceptionalism?...No | Speevr

Best Long & Short Strategies 2025Q2/3

Rubrik | Adobe | AI Barbell | Macro Insights

Rubrik | Adobe | AI Barbell | Macro Insights | Speevr

Barbell approach to AI. Other bits and pieces

US Equities | Time to Cover Shorts and Dip Into Longs

US Equities | Time to Cover Shorts and Dip Into Longs | Speevr

A pattern to the chaos… cautiously optimistic near-term

US Macro | Higher For Longer

US Macro | Higher For Longer | Speevr

Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration

SOM Year Ahead: The Rise of American Exceptionalism And Trump

SOM Year Ahead: The Rise of American Exceptionalism And Trump | Speevr

Best Long And Short Strategies 2025Q1

Trade Update & Historical Performance

Recent and historical performance of SOM trades

US Yield Curve | Veterans/Remembrance | NextFedChair.com

US Yield Curve | Veterans/Remembrance | NextFedChair.com | Speevr

US yield curve and next Fed Chair back in focus

Part II: Current China Stimulus Is Not Enough

Part II: Current China Stimulus Is Not Enough | Speevr

Substantially more is needed

REPOST | China Needs Stimulus Because It Is Becoming Japan

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