report June 7, 2024 Market Swings & Roundabouts | The Grass is Always Greener Everyone seems in a bad mood. When big bets go wrong... By Alessio Farhadi Speevr Intelligence
report May 31, 2024 Salesforce | Credit Suisse | Houthis | Israel-Hamas CS is no longer. Houthis in the headlines again... By Alessio Farhadi Speevr Intelligence
report May 21, 2024 Private (Tech) Investors | Red Lobster Bankruptcy MS flip again? Who is doing well these days? Patrons eat restaurant chain into bankruptcy... By Alessio Farhadi Speevr Intelligence
report May 7, 2024 Morgan Stanley PWM | More Gobbledigook by the pros The CIO changed, but the portfolio positions did not... By Alessio Farhadi Speevr Intelligence
report April 25, 2024 US GDP & Inflation | Rubrik IPO | AI Energy & Data | AMD | CloudFlare Overlook AI beneficiaries. Energy & data. Stagflation economy... By Alessio Farhadi Speevr Intelligence
report April 22, 2024 Iran Nuclear | The Pet Shop Boys Doctrine False alarm... he's just a clueless Iranian MP... By Alessio Farhadi Speevr Intelligence
report March 25, 2024 Big Tech Insiders | Credit Inflows | Moscow Attacks Tech CEOs know best about their stock return prospects... 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 3, 2024 Rates-Equity Delinkage | Israel-Hamas | SoftBank Have bond yield-equity market expectations shifted too far?... By Alessio Farhadi Speevr Intelligence
report December 30, 2023 What Is Time? And Does It Really Exist? Time for non work-related topic during the holidays... By Alessio Farhadi Speevr Intelligence
report December 8, 2023 SPX stopped-out | Amundi | Outlooks & incentives Making money for the wrong reasons... By Alessio Farhadi Speevr Intelligence
report December 1, 2023 US stocks & bonds rally Fund managers wake up at the 11th month of the year... By Alessio Farhadi Speevr Intelligence
report November 25, 2023 Sell SPX | Israel intel failure | ‘Hamas Cribs’ at Al-Shifa S&P 500 overbought on momentum indicator... By Alessio Farhadi Speevr Intelligence
report November 23, 2023 MSFT | Bloomberg | Conspiracy theories Operating without access to Bloomberg Terminals... By Alessio Farhadi Speevr Intelligence
report November 14, 2023 S&P 500 2/3 SELL | Yellen @In-and-Out burger Did she get President Xi one as well?... By Alessio Farhadi Speevr Intelligence
report November 2, 2023 US bond yields | A poor risk/reward trade Told ya it would be a tough trade going forward... By Alessio Farhadi Speevr Intelligence
report October 23, 2023 Argy | Alan Brazil | Higher for longer is the new normal Another coup for us. Alan Brazil on higher of longer... By Alessio Farhadi Speevr Intelligence
report October 18, 2023 Sandwichgate | Bankers just can’t help themselves From Treasury auction rigging and LIBOR scandals to misappropriating sandwich expenses. How the mighty have fallen.... By Alessio Farhadi Speevr Intelligence
report October 13, 2023 Systematic vs Discretionary trading | Beat the machines How to get in front of systematic trade flows and mule bonds like Pablo Escobar moved narcos.... By Alessio Farhadi Speevr Intelligence
report October 12, 2023 Tech IPOs postponed | Are bankers honest? Not for the reasons the bankers say. Net supply of equities may be less than expected... By Alessio Farhadi Speevr Intelligence
report October 11, 2023 Alan Brazil | US Mortgages | Falling excess savings, a red herring Why falling excess savings is a red herring. Are US mortgages are good investment at current levels?... By Alessio Farhadi Speevr Intelligence
report October 4, 2023 Stop-loss | Will the Fed slow QT to support bond yields, and when? Stop-loss triggered. Theory vs Reality. At what point can we expect the Fed to step-in to support rising bond yields?... By Alessio Farhadi Speevr Intelligence
report October 3, 2023 US Treasuries | Now deemed return free risky assets Nothing like a good market thrashing to instill some humility... By Alessio Farhadi Speevr Intelligence
report October 3, 2023 USD 30Y | The most difficult trade | Julia Coronado It might feel terrible, but not really... By Alessio Farhadi Speevr Intelligence
report October 2, 2023 House Speakership | Near-term positive on risky assets New bond bears finally muster up the courage... By Alessio Farhadi Speevr Intelligence
