report November 4, 2025 Chris Johnson | US-China | Plenum/PLA | Spies | Venezuela (Part 1) Trade talks, rare earths and amateur poker ... By Alessio Farhadi Speevr Intelligence
report October 28, 2025 US and EU Tariffs Will Force China to Depreciate RMB (CNY) to depreciate significantly... By Alan Brazil SOM Macro Strategies
report October 27, 2025 Tobias Harris | Japan Politics Post-Election Overview with analysis by Tobias Harris... By Alessio Farhadi, Tobias Harris Speevr Intelligence
report October 22, 2025 DeepSeek-AI {Contexts} | Gonzo Journo | Trumpism Chinese AI group does it again with 10-fold efficiency gains.... By Alessio Farhadi Speevr Intelligence
report October 17, 2025 Comment: Zions & US Regional Banks What's up with regional banks?... By Alessio Farhadi Speevr Intelligence
report October 10, 2025 US-China | Rare Earth Export Controls U.S. vs. China perspective... By Speevr Speevr Intelligence
report October 8, 2025 Israel-Hamas | ‘Yes, But’ By Way of Deception Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alessio Farhadi Speevr Intelligence
report October 3, 2025 Russia-Ukraine | From Grey Zone To Red Zone? Just rhetoric or real risk of all out war?... By Alessio Farhadi Speevr Intelligence
report September 29, 2025 Gaza: Aravim & Yahudi Deal | Quantum “Legacy” Deal or no deal? Tony Blair?... By Alessio Farhadi Speevr Intelligence
report September 29, 2025 Market Comment | Weekly Narrative Deltas What's changed since last week... Speevr Intelligence
report September 22, 2025 Post-FOMC | Sahm Rule | Herd Economics Scratching beyond the surface for what works and doesn't... By Alessio Farhadi Speevr Intelligence
report September 15, 2025 Best Long & Short Strategies 2025 Q4: Parts II and III Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It... By Alan Brazil SOM Macro Strategies
report September 14, 2025 Rubrik · {Quantum | AI} · Markets Prince of Darkness III: Quantum Collapse?... By Alessio Farhadi Speevr Intelligence
report September 14, 2025 Best Long & Short Strategies 2025 Q4: Part I – IDT Reprices The US and EM Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It... By Alan Brazil SOM Macro Strategies
report September 5, 2025 Rubrik | Tariffs | Stock-Bond Model Rubrik Q2 earnings and market review... By Alessio Farhadi Speevr Intelligence
report September 1, 2025 SCO Briefing | Russia-Ukraine | Armenia Putin to spill the beans on Trump Alaska summit?... By Alessio Farhadi Speevr Intelligence
report August 22, 2025 Comment: Markets · AI | Iran-Israel Mid-summer melt up in risk assets... By Alessio Farhadi Speevr Intelligence
report August 22, 2025 Spectra Markets | Jackson Hole Survey Results One of the most heavily skewed survey results I have ever seen for an event like this... By Brent Donnelly Spectra Markets
report August 21, 2025 US Tariffs | Beyond The Rhetoric Beyond The Rhetoric: IDT Is A Positive Tailwind For US Assets But a Headwind For the ROW... By Alan Brazil SOM Macro Strategies
report August 20, 2025 Russia-Ukraine | Trump-Zelenskyy++ | Narrative Control Analysis and perspectives roundup... By Alessio Farhadi Speevr Intelligence
report August 18, 2025 Russia-Ukraine | Trump-Zelensky | Exxon Sakhalin-1 Follow the money trail. Trump-Zelensky script... By Alessio Farhadi Speevr Intelligence
report August 17, 2025 Russia-Ukraine | Club Med White House Tour List One up on IRGC concentration risk... By Alessio Farhadi Speevr Intelligence
report August 16, 2025 Mark Galeotti | Trump-Putin · Russian Press Overview Russian press snap responses of Alaska Summit... By Alessio Farhadi, Mark Galeotti Speevr Intelligence
report August 15, 2025 Trump-Putin | Russia-Ukraine What they're saying and not saying... By Alessio Farhadi Speevr Intelligence
report August 11, 2025 Mark Galeotti | Trump-Putin · Moscow View Russian Press Ahead of the Trump–Putin Alaska Summit... By Alessio Farhadi, Mark Galeotti Speevr Intelligence
US Tariffs | Beyond The Rhetoric