@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 September 1, 2023 Maguire vs. Wilson Who can erode the most value?... By Alessio Farhadi Speevr Intelligence
report September 1, 2023 US bond yields | Slow unraveling of a shaky investment thesis That sinking feeling when the data was on your side but the market is not... By Alessio Farhadi Speevr Intelligence
report September 1, 2023 US payrolls | What to focus on. Who to anchor on. A brief comment ahead of the US jobs numbers... By Alessio Farhadi Speevr Intelligence
report August 31, 2023 Galeotti | Russia-Ukraine | Prigozhin-Putin | Tooze What next for Putin after Prigozhin's sudden death. We present a few perspectives from Russia experts... By Alessio Farhadi Speevr Intelligence
report August 30, 2023 Duffie | US Treasuries | CBDCs | PayPal stablecoin How Darrell Duffie's Jackson Hole paper on US Treasury markets ties in with Central Bank Digital Currencies... By Alessio Farhadi Speevr Intelligence
report August 29, 2023 NVIDIA | More on who is buying all the GPUs? And why? We share some of your thoughts as to what's driving the NVIDIA GPU order book... By Alessio Farhadi Speevr Intelligence
report August 24, 2023 Autogen AI | Write us a report on NVIDIA’s latest earnings release We examine the lack of differentiation in Wall Street analysts' NVIDIA Q2 earnings commentary which may be readily replicated by Google BARD.... By Alessio Farhadi Speevr Intelligence
report August 24, 2023 AMD | NVIDIA | The value of great analysts Don't bet against founder CEOs regardless of the industry. They're usually right.... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 NVIDIA | Who’s buying all the GPUs? And why? Is anyone still using Threads? Why are so many startups building their own cloud infrastructure for Autogen AI without even launching a product?... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 US rates | NVIDIA | Our best guess on earnings Our best guess on NVIDIA earnings and what equity analysts' channel checks might be missing... By Alessio Farhadi Speevr Intelligence
report August 23, 2023 Climate | Extreme weather predictions with machine learning Researcher at ETH in Zurich find a novel approach to applying machine learning to improve local forecasts within existing weather prediction models which does not violate the fundamental laws and principles of physics.... By Alessio Farhadi Speevr Intelligence
report August 22, 2023 AI | AMD | NVIDIA | It’s More Than Just Hardware A look ahead at NVIDIA earning release and the outlook for AI chips manufacturers.... By Alessio Farhadi Speevr Intelligence
report August 21, 2023 USD rates | GameStop movie: Dumb Money US bond yields keep rising. We review the new GameStop movie characters played by actors... By Alessio Farhadi Speevr Intelligence
report August 21, 2023 Argentina polls | Holyrood election as an example A bit of background on smartphone polling with Holyrood elections as a past example... By Alessio Farhadi Speevr Intelligence
report August 21, 2023 Argentina | Speevr private polls Let us know if you're interest in our private election for the upcoming Argentina Presidential election... By Alessio Farhadi Speevr Intelligence
report August 21, 2023 PBoC | GSWM on China investments | AI chatbot PBoC, China Military exercises in Taiwan strait. A look at Goldman Wealth Management China investment outlook. We ask our chatbot to answer questions... By Alessio Farhadi Speevr Intelligence
report August 20, 2023 Daybreak | AI chatbot | VC investing An extensive review of AI chatbot vendors. Empowering venture investors make better decisions.... By Alessio Farhadi Speevr Intelligence
report August 18, 2023 Quick market comment | Aug 18th, 2023 A quick market signal and clarification on a previous update.... By Alessio Farhadi Speevr Intelligence
report August 18, 2023 China stimulus | Morgan Stanley | About us We review potential options for the CCP to stabilize the economy and financial markets. Also, a bit about why we do what we do... By Alessio Farhadi Speevr Intelligence
report August 17, 2023 LK-99 | US stocks, rates & inflation Why US bond yields keep rising. LK-99 is not a superconductor, but an insulator... By Alessio Farhadi Speevr Intelligence