@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 February 12, 2024 Is the Fed politicized? | Russia-Ukraine Is the market ahead, or are they behind? A change of military strategy for Ukraine... By Alessio Farhadi Speevr Intelligence
report February 11, 2024 Russia-Ukraine | Putin-Carlson interview, spin and narratives The bits we found interesting... By Alessio Farhadi Speevr Intelligence
report February 6, 2024 Fed vs Goldman outlook | Is monetary policy effective? Codifying analyst capitulations. Two likely scenario: economics or statistics?... By Alessio Farhadi Speevr Intelligence
report February 2, 2024 US airstrikes | Iran-backed militias | Wilson steps down How many Iran-backed militias in Iraq? First slowly, then fast... By Alessio Farhadi Speevr Intelligence
report February 2, 2024 Alan Brazil | US-Iran strikes | QT, Jobs & Inflation Alan's latest views on US Housing, and recent economic data... By Alessio Farhadi Speevr Intelligence
report January 31, 2024 Fed QT | AMD Morgan Stanley & Google hallucinations... By Alessio Farhadi Speevr Intelligence
report January 30, 2024 Alphabet/Google Earnings | US Job The first casualties of AI job losses are within the tech sector... By Alessio Farhadi Speevr Intelligence
report January 30, 2024 US Jobs | JOLTS & ECI wage inflation The evolution of job openings and wage inflation... By Alessio Farhadi Speevr Intelligence
report January 26, 2024 Klopp exit | From Wall Street to Silicon Valley Where is Jan off to next? Glass half full people... By Alessio Farhadi Speevr Intelligence
report January 26, 2024 US Inflation | PCE inflation preview Recessionistas need a weak PCE print to stay in the trade... By Alessio Farhadi Speevr Intelligence
report January 24, 2024 AMD | Brevan Howard | PCE & US recession risk Careful what you wish for on inflation. The 'everything' is a bubble thesis... By Alessio Farhadi Speevr Intelligence
report January 22, 2024 GSWM outlook 2024 | Are US equities expensive? How did they do in 2023? US preeminence is still the theme... By Alessio Farhadi Speevr Intelligence
report January 19, 2024 Grifols | Beveridge Curve open-sourced | Wilson contra-contras We open sourced it to nuclear researchers. Grifols' troubles continue and market contra-contras... By Alessio Farhadi Speevr Intelligence
report January 16, 2024 US Recession | Inflation | Risk & Probabilities | Ackman | IRGC strikes Are US rates markets overly optimistic about Fed rate cuts?... By Alessio Farhadi Speevr Intelligence
report January 12, 2024 Grifols | Hamas-Israel | Russia-Ukraine | US Rents | QT Everything from current affairs to markets in this update... By Alessio Farhadi Speevr Intelligence
report January 10, 2024 US CPI preview | Grifols take gloves off What we're looking for in the inflation data... By Alessio Farhadi Speevr Intelligence
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