report April 19, 2025 Ex-MI5 Chief | Iran Nuclear | Geopolitics | (Real) Experts The special ones and connecting the dots... By Alessio Farhadi Speevr Intelligence
report April 19, 2025 Fear 2 – ‘Ricardian Vice’ & The “Brokers’ Broker” Tag Team to Take on Tariff Taut Susie Wiles is still in control of WH we think...... By Alessio Farhadi Speevr Intelligence
report April 18, 2025 Why Putin is Keeping Trump Waiting For a Ukraine Deal Putin is selling the sizzle, not the sausage... By Mark Galeotti Speevr Intelligence
report April 15, 2025 EVs | U.S. Critical Minerals Stockpile Rationing China export ban likely to halt EV production in America... By Alessio Farhadi Speevr Intelligence
report April 14, 2025 Tariff Wars | OODA Loops vs. Reflexive Control Tariffs surpass immigration as top concern for American voters... By Alessio Farhadi Speevr Intelligence
report April 14, 2025 John Thomas | Trump’s Semiconductor Switch, Why? Why the exemption withdrawal was not haphazard... By Alessio Farhadi, John Thomas Speevr Intelligence
report April 13, 2025 From 2018: The Coming Economic War With China I published this SOM in September 2018 after the first round of Trump tariffs on China. It provides key insights into the motivation for the current round of tariffs, which the market may have forgotten.... By Alan Brazil SOM Macro Strategies
report April 13, 2025 Tariffs | America vs America | Klopp Flip-Flop, Part 1 (Politics) Who Is China’s Henry Kissinger?... By Alessio Farhadi Speevr Intelligence
report April 13, 2025 Alan Brazil | Trumponomics 2025 | US-China Economic Wars Who can survive longer the economic war of attrition?... By Alessio Farhadi Speevr Intelligence
report April 8, 2025 John Thomas | Tariffs & Trumponomics | Meeting Notes (April 7, 2025) Best AI video yet and latest from D.C. by JT... By Alessio Farhadi Speevr Intelligence
report April 8, 2025 Trumponomics 2025 | Tariffs Are A Continuation of The Economic War With China Trump Voters Own Homes Not Equities... By Alan Brazil SOM Macro Strategies
report April 6, 2025 Market Commentary | No Time to Think, Just Act Moving positions to (very) long-term portfolio... By Alessio Farhadi Speevr Intelligence
report April 3, 2025 EVENT: John Thomas | Trump, Tariffs & US Trade Policy A catch-up with GOP strategist and Nestpoint Associates Co-founder/Managing Partner... By John Thomas Speevr Intelligence
report April 2, 2025 US Tariffs | AliExpress Tariff Discount Sale The Trump Purchasing Parity (TPP) exchange rate for tariffs... By Alessio Farhadi Speevr Intelligence
report April 1, 2025 US Tariffs | Goldman | What To Expect From Tariffistan Going "full throttle" on tariffs... By Alessio Farhadi Speevr Intelligence
report April 1, 2025 Part 1: Europe’s Debt Big Bang Goes Bust Germany's Big Bang Goes Bust And Ends Up Building “Bridges To Nowhere”... By Alan Brazil SOM Macro Strategies
report March 25, 2025 Part 2: Paul Tucker | U.S.-Europe Relations System Predicated on What?... By Paul Tucker Speevr Dialectic
report March 15, 2025 Russia-Ukraine | Sumy Offensive | Kursk | Belarus As one front closes, another may be about to open... By Alessio Farhadi Speevr Intelligence
report March 14, 2025 Rubrik | Adobe | AI Barbell | Macro Insights Barbell approach to AI. Other bits and pieces... By Alessio Farhadi Speevr Intelligence
report March 13, 2025 Trump’s Polls | Rubrik Beats Again What matters more to Trump than the stock market?... By Alessio Farhadi Speevr Intelligence
report March 11, 2025 Markets | ‘Boiling the Frog’ Sell-Off 'Trump Put': Who's Afraid of the Big Bad W-H?... By Alessio Farhadi Speevr Intelligence
report March 7, 2025 US Jobs | Diffusion LLMs | Ricardian Vice | Iran Nuclear A balancing act. Scott Bessant's economic plan, Ricardian something... By Alessio Farhadi Speevr Intelligence
report March 6, 2025 REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity More debt without bank equity is a problem... By Alessio Farhadi Speevr Intelligence
report March 5, 2025 Market Update | DALL-E’s DeepSeek Moment | Nvidia If seeing is believing, don’t believe everything you see... By Alessio Farhadi Speevr Intelligence
report March 4, 2025 US Equities | Time to Cover Shorts and Dip Into Longs A pattern to the chaos... cautiously optimistic near-term... By Alessio Farhadi Speevr Intelligence
From 2018: The Coming Economic War With China