@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 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
report August 17, 2023 Goldman | FT | Transgender advocacy From greenwashing to pink-washing. Why Wall Street banks are so bad at marketing and PR.... By Alessio Farhadi Speevr Intelligence
report August 16, 2023 Goldman | Next CEO Betting Odds Update Press leak continue out of Goldman Sachs and it must stop asap.... By Alessio Farhadi Speevr Intelligence
report August 15, 2023 Ocean SST | A snapshot of where we stand New NOAA satellite data reveals tentative signs the oceans are cooling.... By Alessio Farhadi Speevr Intelligence
report August 15, 2023 Argentina | How to make money trading Argy Another crisis of credibility for local Argentine pollsters... By Alessio Farhadi Speevr Intelligence
report August 14, 2023 FX | Commodities | When will the oceans cool? Examining the relationship between agricultural commodity prices, FX and weather patterns.... By Alessio Farhadi Speevr Intelligence
report August 13, 2023 Goldman Sachs | Let’s Pick A New CEO Why does the banking industry on hire insiders as CEOs? We propose a couple of alternatives... By Alessio Farhadi Speevr Intelligence
report August 12, 2023 Silicon Valley | Wall Street | Is the Goldman CEO a jerk? The office canteen executive jerk test. How different work cultures still enjoy success in the Bay Area.... By Alessio Farhadi Speevr Intelligence
report August 11, 2023 REVIEW: Econviews | Miguel Kiguel | Argentina We examine a local view from Bueno Aires by Econviews... By Alessio Farhadi Speevr Intelligence
report August 10, 2023 US CPI | Winning forecaster The winner of our CPI forecasting survey. Crowded inflation narratives and bond yields. A difficult 30-year Treasury auction... By Alessio Farhadi Speevr Intelligence
report August 7, 2023 REVIEW: SOM Macro Stategies | Alan Brazil We review SOM Macro research by Alan Brazil... Speevr Intelligence
report August 7, 2023 Data | Politics & tech influence ops | Polarization How much is your data really worth?... By Alessio Farhadi Speevr Intelligence
report August 6, 2023 US rates | Who called it right… and what next? A roundup of where we stand, where we came from, and where we're heading next... By Alessio Farhadi Speevr Intelligence
report August 6, 2023 Financial Evolution | Natural selection in capital markets When humans go head-to-head with King Ken's supercomputers.... By Alessio Farhadi Speevr Intelligence
report August 2, 2023 Hatzius on US economy & rates | Alan Brazil on US stocks | Feynman on Manhattan Project The latest views from Goldman's chief economist on the US economy and interest rates. Alan Brail on why he's (still) short US equities. Richard Feynman lecture on his time at Los Alamos working on the Manhattan Project... By Alessio Farhadi Speevr Intelligence
report July 28, 2023 BoJ | Big Tech & Capex | Bond yields & inflation Big Tech earnings have delivered on the AI hype. 'Pain trade' on US Treasuries is for higher yields... By Alessio Farhadi Speevr Intelligence
report July 28, 2023 BoJ | Big Tech & Capex | Bond yields & inflation Big Tech has delivered on the AI hype. Beware the US Treasury pain trade ahead.... By Alessio Farhadi Speevr Intelligence
