@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 March 21, 2023 FOMC | ‘Hold my beer’ bets Is it safe to come out now? Probably not.... By Alessio Farhadi Speevr Intelligence
report March 20, 2023 Tarullo | Bank capital and Treasury market Can you guess the next limping gazelle?... By Alessio Farhadi Speevr Intelligence
report March 15, 2023 Credit Suisse | From bailouts to bail-ins A quick overview of bail-in bonds to protect depositors.... By Alessio Farhadi Speevr Intelligence
report March 14, 2023 Inflation | Yield curve | Iranian spy balloons Yield curve dis-inverts and inflation expectations decline ahead of today's CPI release.... Speevr Intelligence
report March 13, 2023 SVB | Quick thoughts, more later Is it a bailout? And what next?... By Craig Reynolds Speevr Intelligence
report March 13, 2023 GS | SVB | Keep Calm And Continue Trading Goldman Sachs call no rate hike at upcoming FOMC meeting... By Alessio Farhadi Speevr Intelligence
report March 12, 2023 UPDATED – Bailouts | SBF To SVB | Yield Curves & Regulations It may be prudent to pair back some risk here... By Alessio Farhadi Speevr Intelligence
report March 12, 2023 Bailouts | SBF to SVB | Yield curves & regulations Why it's so important to quickly bring inflation back down under control closer to the Fed's target... By Alessio Farhadi Speevr Intelligence
report March 10, 2023 Darrell Duffie | Revisiting bank regs and reforms Key metrics and capital rules introduced as part of the Dodd-Frank reforms revisited.... By Alessio Farhadi Speevr Intelligence
report March 10, 2023 Weekly summary | Take it and run! It's better to be lucky than clever... By Alessio Farhadi Speevr Intelligence
report March 10, 2023 Autonomous | US/European banks & higher interest rates Autonomous research on SVB route and implications for European banks.... By Alessio Farhadi Speevr Intelligence
report March 9, 2023 NFP | Dunning–Kruger effect Do you have a tendency to underestimate the work of others, and overvalue your own contributions?... By Alessio Farhadi Speevr Intelligence
report March 8, 2023 Fed | Balance sheet & my waistline Correlation does not guarantee causation.... By Alessio Farhadi Speevr Intelligence
report March 7, 2023 Big Bear capitulates | US rates Morgan Stanley's Mike Wilson finally capitulates on bearish S&P 500 call... By Alessio Farhadi Speevr Intelligence
report March 5, 2023 Furman | Blinder | Apple’s financial engineer revisited Boo! Did you miss us? A couple of Wall Street analysts we regularly troll probably haven’t. Was that 3rd or 4th time lucky in calling the S&P 500 top? I lost count. Some folks are growing impatient with the... By Alessio Farhadi Speevr Intelligence
report February 19, 2023 Part 2 – What makes great research? How to design a good recommendation algorithm for financial research... By Alessio Farhadi Speevr Intelligence
report February 18, 2023 Part 1 | What makes great research? How to design a good recommendation algorithm for financial research... By Alessio Farhadi Speevr Intelligence
report February 17, 2023 Krugman | Inflation target of 2% or 3% Is the US economy designed for inflation to sustainably run at 3%?... By Alessio Farhadi Speevr Intelligence
report February 17, 2023 AQR | Quant funds & professional intuition What is professional intuition? How does it play into quant investment strategies?... By Alessio Farhadi Speevr Intelligence
report January 26, 2023 Citadel | King Ken’s automation list A look back at the meme stock frenzy and how Ken Griffin's Citadel beat Wall Street's elite at their own game.... By Alessio Farhadi Speevr Intelligence