Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum

Fed spies and mail-ordered brides. Market update
Part II: China Goes All In On Trade And Depreciates The CNY

Is This The End of American Exceptionalism?
RBRK | Alan Brazil | US Credit/Exceptionalism | AI | Geopolitics

Is US economic exceptionalism over? Presentation by Alan Brazil
Ozempic 3.0 | Markets Update

GLP-1 “fat shot drug.” More good news to come?
SOM | Is This The End of American Exceptionalism?

Video presentation and slides
Bessent | USA “Credit Risk”

Oops!… He did it again
A “Beautiful Rebalancing” | Market News Flow

RIP Pat Bajari. A quick recap of recent market news flow
Alan Brazil | Tail Hedges For Recession And Market Downside Risk

52-page report by Alan Brazil on tail-risk and recession hedges
Tail Hedges For Recession And Market Downside Risk

Tail Hedges For Recession And Market Downside Risk Updated For The Trump Tariff Sell-off Event
[UNVERIFIED] Trade: US-India | China Statement
![[UNVERIFIED] Trade: US-India | China Statement 10 [UNVERIFIED] Trade: US-India | China Statement | Speevr](https://speevr.com/wp-content/uploads/2025/04/Screenshot-2025-04-24-at-19.22.08.png)
A harder job when top officials spread disinformation