@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 January 10, 2024 Bitcoin | Grifols | More Questions And Answers What is BTC 'fair value'? A copy & paste from 2021. Hedge fund short covered on Grifols yesterday... By Alessio Farhadi Speevr Intelligence
report January 9, 2024 Bitcoin ETF | What are the whales up to? A quick look at recent transactions by the largest BTC addresses... By Alessio Farhadi Speevr Intelligence
report January 9, 2024 Block (SQ) | Grifols SA | Gotham City Research Fraud Allegations Quick short summary of the Gotham City report. Unlike the Hindenburg short-sell piece on Block (SQ).... By Alessio Farhadi Speevr Intelligence
report January 8, 2024 AI | Plagiarism | Anne Frank Diary review To cheat or not to cheat?... By Alessio Farhadi Speevr Intelligence
report January 8, 2024 FX | BoJ | 大トロ刺身特別価格 A high bar for JPY to outperform the rest... By Alessio Farhadi Speevr Intelligence
report January 5, 2024 [FX . Matrix] | AUD/CAD | Signal scrambling Spotting inconsistencies in cross-currency pair trades... By Alessio Farhadi Speevr Intelligence
report January 5, 2024 US Jobs | Runs Out, Guns Out When outcomes are within the realm of expectations... By Alessio Farhadi Speevr Intelligence
report January 3, 2024 Rates-Equity Delinkage | Israel-Hamas | SoftBank Have bond yield-equity market expectations shifted too far?... By Alessio Farhadi Speevr Intelligence
report January 2, 2024 SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight Macro & bootstrapping, market rules of grammar... By Alessio Farhadi Speevr Intelligence
report December 30, 2023 What Is Time? And Does It Really Exist? Time for non work-related topic during the holidays... By Alessio Farhadi Speevr Intelligence
report December 21, 2023 Spectra survey | Wilson contra? | Gupta processing unit (GPU) Is Mike Wilson a reliable contra indicator... By Alessio Farhadi Speevr Intelligence
report December 20, 2023 Spectra survey 2024 | ‘Fed Put’ is far out-of-the-money 'Moby Macro' survey results. Lessons of 2023 have been learned ... By Alessio Farhadi Speevr Intelligence
report December 18, 2023 Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI The most likely outcomes to anchor investment outlook in 2024... By Alessio Farhadi Speevr Intelligence
report December 11, 2023 AI | Google Gemini | OpenAI untold story Google's latest AI launch. When success is the only option... By Alessio Farhadi Speevr Intelligence
report December 11, 2023 US housing | Rents back on the rise New report shows average rents +3.2% YoY... By Alessio Farhadi, Craig Reynolds Speevr Intelligence
report December 8, 2023 SPX stopped-out | Amundi | Outlooks & incentives Making money for the wrong reasons... By Alessio Farhadi Speevr Intelligence
report December 8, 2023 US Jobs | Payrolls comment and sentiment Summary of discussions with investors... By Alessio Farhadi Speevr Intelligence
report December 7, 2023 Bitcoin | Forbes rich list & stats Price moves spark interests as Bitcoin continues to rise... Speevr Intelligence
report December 1, 2023 US stocks & bonds rally Fund managers wake up at the 11th month of the year... By Alessio Farhadi Speevr Intelligence
report December 1, 2023 AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard What next for Ukraine? BoE tests BB inflation model.... By Alessio Farhadi Speevr Intelligence
