@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 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
report July 27, 2023 Quants | Hedge fund allocators | Research | Rising stocks & bond yields An easy way to weed out stale silent shorts. Why are quant funds more successful than most discretionary managers. How to value high quality investment research.... By Alessio Farhadi Speevr Intelligence
report July 27, 2023 NPCs | Wall Street non-player characters The latest human-NPC character phenomenon has been around on Wall Street for many years... By Alessio Farhadi Speevr Intelligence
report July 24, 2023 Argentina | Distortions Upon Distortions to Muddle Through Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews, Speevr Intelligence
report July 24, 2023 US equities | Big bear capitulates Mike Wilson of Morgan Stanley and Marko Kolanovic at JP Morgan both capitulate on shorts... finally!... By Alessio Farhadi Speevr Intelligence
report July 22, 2023 Rising SST | Dating apps | China | BoE | Oppenheimer | Climate change From dating apps to OnlyFans. China economy and stimulus outlook. Rising SST in Northern Atlantic. What to watch for.... By Alessio Farhadi Speevr Intelligence
report July 19, 2023 US equities | Why are stocks up again? What makes a 'good' market contra-indicator? S&P 500 re-enters overbought territory... By Alessio Farhadi Speevr Intelligence
report July 17, 2023 China stimulus | Rising SST | LinkedIn jobs | AI supremacy Hindsight analysts once again prove as useful as Anne Frank's drum kit. This time with a less silly investment thesis. LinkedIn labor market data. China stimulus. Econ 101 exam. Trader's classification revisited.... By Alessio Farhadi Speevr Intelligence
report July 14, 2023 US equities | Who called it right (so far) this year How would you do in an Econ 101 exam today? Brett Nelson and team at GSWM made the most accurate forecasts for 2023.... By Alessio Farhadi Speevr Intelligence
report July 14, 2023 Inflation | Settling the transitory vs. non-transitory debate No degree in Economics is required to know inflation tends to mean-revert... By Alessio Farhadi Speevr Intelligence
report July 14, 2023 Market outlook | Superforecasters vs. Domain Experts A near miss avoided again. Anticipating the next excuse by trapped shorts... By Alessio Farhadi Speevr Intelligence
report July 12, 2023 US CPI | Team Harvard & Goldman win again Jason Furman of Harvard notes erroneous Cleveland Fed nowcasting we previously mentioned.... By Alessio Farhadi Speevr Intelligence
report July 12, 2023 US CPI | 4 scenarios & probability estimates We consider 4 possible outcomes for the June (2023) CPI number, together with our estimated probabilities and expected market impact. Downside inflation surprised more likely.... By Alessio Farhadi Speevr Intelligence
report July 11, 2023 US recession | Inflation | Krugman does it again Once again Paul Krugman uses alternative semi-annual inflation measures to argue his case.... By Alessio Farhadi Speevr Intelligence
