@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 October 17, 2023 Israel-Hamas | Jon Alterman | Teneo Who is the best analyst to anchor expectations on?... By Alessio Farhadi Speevr Intelligence
report October 13, 2023 Systematic vs Discretionary trading | Beat the machines How to get in front of systematic trade flows and mule bonds like Pablo Escobar moved narcos.... By Alessio Farhadi Speevr Intelligence
report October 12, 2023 Tech IPOs postponed | Are bankers honest? Not for the reasons the bankers say. Net supply of equities may be less than expected... By Alessio Farhadi Speevr Intelligence
report October 11, 2023 Israel-Hamas | Sir Lawrence Freedman talks to FT Gideon Rachman interview well worth listening to. Economist editor-in-chief interviews a senior Hamas official... By Alessio Farhadi Speevr Intelligence
report October 11, 2023 Hedge funds, slot machines and cycles Repeating the same cycle of mistakes over again... By Alessio Farhadi Speevr Intelligence
report October 11, 2023 Alan Brazil | US Mortgages | Falling excess savings, a red herring Why falling excess savings is a red herring. Are US mortgages are good investment at current levels?... By Alessio Farhadi Speevr Intelligence
report October 10, 2023 RAND | Israel | Former Netanyahu NSA & Director of Mossad Former Israeli intelligence chief & Netanyahu's top advisor on spy craft and present day tensions political masters... By Alessio Farhadi Speevr Intelligence
report October 10, 2023 Israel-Hamas | Curated sources & analysis 4 articles we curated analyzing the current situation... By Alessio Farhadi Speevr Intelligence
report October 6, 2023 NFP | CIA analysts training for cognitive bias How CIA analysts reduce cognitive biases in their work... By Alessio Farhadi Speevr Intelligence
report October 4, 2023 Stop-loss | Will the Fed slow QT to support bond yields, and when? Stop-loss triggered. Theory vs Reality. At what point can we expect the Fed to step-in to support rising bond yields?... By Alessio Farhadi Speevr Intelligence
report October 3, 2023 US Treasuries | Now deemed return free risky assets Nothing like a good market thrashing to instill some humility... By Alessio Farhadi Speevr Intelligence
report October 3, 2023 Best Long And Short Strategies–2023Q4 London Update Here is a presentation that I gave during my recent client visits in London... By Alan Brazil Speevr Intelligence
report October 3, 2023 USD 30Y | The most difficult trade | Julia Coronado It might feel terrible, but not really... By Alessio Farhadi Speevr Intelligence
report October 2, 2023 House Speakership | Near-term positive on risky assets New bond bears finally muster up the courage... By Alessio Farhadi Speevr Intelligence
report October 1, 2023 Prof Sir David | How to survive a crisis Former UK top intelligence official shares key lessons on crisis survival skills... By Alessio Farhadi Speevr Intelligence
report September 28, 2023 US Equities | Technicals look favorable When you hear what you want to hear.... By Alessio Farhadi Speevr Intelligence
report September 27, 2023 US Mortgages | Negative convexity hedging with swaptions Relentless rates sell-off. Short gamma whipsawing ahead... By Alessio Farhadi Speevr Intelligence
report September 26, 2023 US Mortgages | Negative rates convexity More neutral on USD rates and swaption hedges... By Alessio Farhadi Speevr Intelligence
report September 25, 2023 US rates | When doves cry What government shutdown?... By Alessio Farhadi Speevr Intelligence
report September 23, 2023 Merton model | Debt/equity, relative value & asset volatility Credit-equity relative value trades with CDS and equity options... By Alessio Farhadi Speevr Intelligence