report December 2, 2025 UK | OBR Budget ‘Leak’ Debrief Budget report and other intelligence leaks... By Alessio Farhadi Speevr Intelligence
report December 1, 2025 Takaichi defies gravity Takaichi continues to consolidate her political position, increasing her chances of building a durable administration.... By Tobias Harris Japan Foresight
report December 1, 2025 Identifying The Opportunities Of the AI Buildout (Part 2) The AI Buildout Needs Fossil And Nuclear Backup... By Alan Brazil SOM Macro Strategies
report November 21, 2025 What we learned from Takaichi’s stimulus package Takaichi government unveiled the largest stimulus package... By Tobias Harris Japan Foresight
report November 19, 2025 Japan braces for protracted struggle as China increases economic pressure Neither Tokyo nor Beijing is backing down... By Tobias Harris Japan Foresight
report November 18, 2025 Field notes: some tentative findings about the Takaichi government This note summarizes the findings from my meetings with politicians, bureaucrats, academics, and other experts.... By Tobias Harris Japan Foresight
report November 16, 2025 Identifying the Opportunities of The AI Buildout (Part 1) The AI Buildout—Near-term GDP Boost, But With Emerging Challenges... By Alan Brazil SOM Macro Strategies
report November 11, 2025 SCOTUS | The Trump Tariffs Case under IEEPA Expert panel on IEEPA tariffs at SCOTUS hearings... By Alessio Farhadi Speevr Intelligence
report November 10, 2025 Chris Johnson | US-China | Plenum/PLA | Spies | Venezuela (Part 2) More on US-China, chips and ex-CIA takes... By Alessio Farhadi Speevr Intelligence
report November 6, 2025 Takaichi Pursues State-Led Transformation Amidst Macroeconomic Pressures Takaichi is preparing a supplemental budget, that will not only provide relief from cost-of-living increases... By Tobias Harris Japan Foresight
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
Identifying The Opportunities Of the AI Buildout (Part 2)