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 3, 2025 Euro Defense Stocks | NATO’s TARP Relief Moment Defense stocks on a tear. Like the TARP relief rally?... By Alessio Farhadi Speevr Intelligence
report March 2, 2025 US Crypto Reserve | Omand | Russia-Ukraine Another bold JT prediction comes through ... By Alessio Farhadi Speevr Intelligence
report February 25, 2025 Russia-Ukraine | US Minerals Deal Brief comments and updates from the frontline... By Alessio Farhadi Speevr Intelligence
report February 24, 2025 LEAKED DRAFT | US-Ukraine Minerals Term Sheet Agreement Here's what's inside the agreement... By Alessio Farhadi Speevr Intelligence
report February 24, 2025 EU/ECB | Tusk | Poland | Russian Asset Seizures | Ukraine Why borrow legally when you can steal?... By Alessio Farhadi Speevr Intelligence
report February 18, 2025 Russian Economy | FT | Sergei Guriev Is Russia's economy really faltering?... By Alessio Farhadi Speevr Intelligence
report February 17, 2025 Russia-Ukraine | Freedman | War Narratives The chickens come home to roost...... By Alessio Farhadi Speevr Intelligence
report February 16, 2025 Mark Galeotti | Thoughts from the MSC Munich Security Conference debrief... from an (actual) attendee and (real) Russia expert... By Mark Galeotti Speevr Intelligence
report December 12, 2024 RED ALERT: Russia-Ukraine | Middle East A brief update on accumulating risks... By Alessio Farhadi Speevr Intelligence
report September 24, 2024 Russia-Ukraine | Kursk Narrative vs. Reality Intel chief narratives don't change outcomes on the battlefield... By Alessio Farhadi Speevr Intelligence
report May 13, 2024 Amateur Kremlinology | Israel-Hamas | UN How many Hamas fighters has the IDF killed? More on the Kremlin cabinet reshuffle... By Alessio Farhadi Speevr Intelligence
report April 2, 2024 Iran’s options | Freedman on Putin’s ‘fanaticism’ towards Ukraine Iran's potential responses to Israeli strikes on the Damascus consulate that killed top IRGC commanders... By Alessio Farhadi Speevr Intelligence
report April 1, 2024 Russia-Ukraine | Spy swap deals | US PCE | Israel strike on Iran Consulate Unexpected sell-off in Treasuries. Brent Donnelly on bond yields & macro themes... 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 December 1, 2023 AI | US housing/sentiment | Russia-Ukraine | Bernanke-Blanchard What next for Ukraine? BoE tests BB inflation model.... By Alessio Farhadi Speevr Intelligence
report November 17, 2023 Russia-Ukraine | Rachman | Is the balance tilting? The best detailed summary from open source on Russia-Ukraine... By Alessio Farhadi Speevr Intelligence
report November 14, 2023 Outlook 2024 | ‘Dodgy Dave’ returns | Russia-Ukraine | Israel-Hamas Goldman Sachs anchor expectations for 2024... By Alessio Farhadi Speevr Intelligence
report November 8, 2023 Israel-Hamas | Russia-Ukraine | Best reads today Jon Alterman, Mark Galeotti & King Abdullah II... By Alessio Farhadi Speevr Intelligence
report September 18, 2023 FOMC | Russia-Ukraine | Selected articles & podcasts Fed economic projections likely to be raise at FOMC... By Alessio Farhadi Speevr Intelligence
report September 12, 2023 Russia-Ukraine | PIMCO | An investors’ perspective Three scenarios laid out with probabilities... By Alessio Farhadi Speevr Intelligence
report September 12, 2023 Ukraine counteroffensive | An intelligence failure? Were analysts at CSIS wrong about Ukraine's chances of success in the counteroffensive operation?... By Alessio Farhadi Speevr Intelligence
report September 11, 2023 Russia-Ukraine | Galeotti on ceding territory for peace Market Galeotti on the likelihood of a peace settlement between Russia and Ukraine... By Alessio Farhadi Speevr Intelligence
report September 8, 2023 Russia-Ukraine | Taylor Rule | Blanchard Beveridge Curve | Treasuries | Risk Premia (Eurostoxx) A confluence of positive market catalysts with increasing probability coming together.... By Alessio Farhadi Speevr Intelligence
report September 4, 2023 Russia-Ukraine | Wolfgang Münchau | Ceding territory for peace NATO's Stoltenberg top aid lets it slip. Finland's Soviet invasion in 1940... By Alessio Farhadi Speevr Intelligence
