report June 13, 2025 Iran-Israel | Running Updates – Jun 13, 2025 Israel strikes across Iran... By Alessio Farhadi Speevr Intelligence
report June 8, 2025 Part IV: The Trades | Is This The End of American Exceptionalism?…No Best Long & Short Strategies 2025Q2/3... By Alan Brazil SOM Macro Strategies
report June 6, 2025 NFP | Fed | Russia-Ukraine | Rocket Men | Trump-Powell (Part 1) Second Rocket Man breakup. US Jobs report and more... By Alessio Farhadi Speevr Intelligence
report May 29, 2025 Part III: American Exceptionalism Continues And Gains Steam The Era of America’s Economic Exceptionalism Is Not Over... By Alan Brazil SOM Macro Strategies
report May 28, 2025 Gaza | Israel vs Judea | Yeshayahu Leibowitz Ex-SIS Mid-East officer examines Hebrew press and expert analysis... By Alessio Farhadi Speevr Intelligence
report May 25, 2025 Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum Fed spies and mail-ordered brides. Market update... By Alessio Farhadi Speevr Intelligence
report May 21, 2025 Part II: China Goes All In On Trade And Depreciates The CNY Is This The End of American Exceptionalism?... By Alan Brazil SOM Macro Strategies
report May 18, 2025 RBRK | Alan Brazil | US Credit/Exceptionalism | AI | Geopolitics Is US economic exceptionalism over? Presentation by Alan Brazil... By Alessio Farhadi Speevr Intelligence
report May 12, 2025 Ozempic 3.0 | Markets Update GLP-1 "fat shot drug." More good news to come?... By Alessio Farhadi Speevr Intelligence
report May 11, 2025 India-Pakistan | U.S.-China Trade | Citadel A very busy weekend in geopolitics...... By Alessio Farhadi Speevr Intelligence
report May 8, 2025 Houthis | India-Pakistan | Israel | AI | Trade ‘Deal’ Paul Tudor Jones' AI vision... By Alessio Farhadi Speevr Intelligence
report May 6, 2025 SOM | Is This The End of American Exceptionalism? Video presentation and slides... By Alan Brazil SOM Macro Strategies
report May 6, 2025 Bessent | USA “Credit Risk” Oops!... He did it again... By Alessio Farhadi Speevr Intelligence
report May 5, 2025 Brent Donnelly | Time To Reload USD Shorts Six reasons to jump back in the pool... By Brent Donnelly Spectra Markets
report May 5, 2025 Middle East | Temperature Rising Again Guest contribution by former British "diplomat" in the Middle East... By Alessio Farhadi Speevr Intelligence
report May 2, 2025 A “Beautiful Rebalancing” | Market News Flow RIP Pat Bajari. A quick recap of recent market news flow... By Alessio Farhadi Speevr Intelligence
report May 1, 2025 Alan Brazil | Tail Hedges For Recession And Market Downside Risk 52-page report by Alan Brazil on tail-risk and recession hedges... By Alan Brazil, Alessio Farhadi Speevr Intelligence
report April 30, 2025 Tail Hedges For Recession And Market Downside Risk Tail Hedges For Recession And Market Downside Risk Updated For The Trump Tariff Sell-off Event... By Alan Brazil SOM Macro Strategies
report April 28, 2025 Canada Polls | Lefty Intellectual Comeback? Like project 538, but probably better...... By Alessio Farhadi Speevr Intelligence
report April 24, 2025 [UNVERIFIED] Trade: US-India | China Statement A harder job when top officials spread disinformation... By Alessio Farhadi Speevr Intelligence
SOM | Is This The End of American Exceptionalism?