@speevr Speevr Intelligence The Speevr Intelligence daily updates provide in-depth alternative perspectives on key themes and narratives driving financial markets. Our unique collection brings Speevr's exclusive content together with partners' research and analysis.
report May 6, 2025 Bessent | USA “Credit Risk” Oops!... He did it again... By Alessio Farhadi Speevr Intelligence
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 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
report April 23, 2025 U.S.-China | Scott Bessent: “Innit To Winnit’ A "beautiful rebalancing" interview with Bloomberg ... By Alessio Farhadi Speevr Intelligence
report April 22, 2025 NextFedChair | Trump Has ‘No Intention’ of Firing Powell Fed independence question comes after dollar devaluation... By Alessio Farhadi Speevr Intelligence
report April 19, 2025 Ex-MI5 Chief | Iran Nuclear | Geopolitics | (Real) Experts The special ones and connecting the dots... By Alessio Farhadi Speevr Intelligence
report April 19, 2025 Fear 2 – ‘Ricardian Vice’ & The “Brokers’ Broker” Tag Team to Take on Tariff Taut Susie Wiles is still in control of WH we think...... By Alessio Farhadi Speevr Intelligence
report April 18, 2025 Why Putin is Keeping Trump Waiting For a Ukraine Deal Putin is selling the sizzle, not the sausage... By Mark Galeotti Speevr Intelligence
report April 15, 2025 EVs | U.S. Critical Minerals Stockpile Rationing China export ban likely to halt EV production in America... By Alessio Farhadi Speevr Intelligence
report April 14, 2025 Tariff Wars | OODA Loops vs. Reflexive Control Tariffs surpass immigration as top concern for American voters... By Alessio Farhadi Speevr Intelligence
report April 14, 2025 John Thomas | Trump’s Semiconductor Switch, Why? Why the exemption withdrawal was not haphazard... By Alessio Farhadi, John Thomas Speevr Intelligence
report April 13, 2025 Tariffs | America vs America | Klopp Flip-Flop, Part 1 (Politics) Who Is China’s Henry Kissinger?... By Alessio Farhadi Speevr Intelligence
report April 13, 2025 Alan Brazil | Trumponomics 2025 | US-China Economic Wars Who can survive longer the economic war of attrition?... By Alessio Farhadi Speevr Intelligence
report April 8, 2025 John Thomas | Tariffs & Trumponomics | Meeting Notes (April 7, 2025) Best AI video yet and latest from D.C. by JT... By Alessio Farhadi Speevr Intelligence
report April 6, 2025 Market Commentary | No Time to Think, Just Act Moving positions to (very) long-term portfolio... By Alessio Farhadi Speevr Intelligence
report April 3, 2025 EVENT: John Thomas | Trump, Tariffs & US Trade Policy A catch-up with GOP strategist and Nestpoint Associates Co-founder/Managing Partner... By John Thomas Speevr Intelligence
report April 2, 2025 US Tariffs | AliExpress Tariff Discount Sale The Trump Purchasing Parity (TPP) exchange rate for tariffs... By Alessio Farhadi Speevr Intelligence
