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Tag: editorial

US Equities | Time to Cover Shorts and Dip Into Longs

US Equities | Time to Cover Shorts and Dip Into Longs | Speevr

A pattern to the chaos… cautiously optimistic near-term

Euro Defense Stocks | NATO’s TARP Relief Moment

Euro Defense Stocks | NATO's TARP Relief Moment | Speevr

Defense stocks on a tear. Like the TARP relief rally?

Hamas-Israel | What Next Now That Phase 1 Is Over?

Hamas-Israel | What Next Now That Phase 1 Is Over? | Speevr

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US Crypto Reserve | Omand | Russia-Ukraine

US Crypto Reserve | Omand | Russia-Ukraine | Speevr

Another bold JT prediction comes through

Part 1: Paul Tucker | US-China Competition

Part 1: Paul Tucker | US-China Competition | Speevr

Four possible scenarios for US-China relations

OpenAI | Quick Take on GPT-4.5 Model Release

OpenAI | Quick Take on GPT-4.5 Model Release | Speevr

Going full circle on transformer architecture. Probably a flop

NVIDIA | Quick Preview Q4

NVIDIA | Quick Preview Q4 | Speevr

Don’t expect DeepSeek clarity on the future of AI

Russia-Ukraine | US Minerals Deal

Russia-Ukraine | US Minerals Deal | Speevr

Brief comments and updates from the frontline

LEAKED DRAFT | US-Ukraine Minerals Term Sheet Agreement

LEAKED DRAFT | US-Ukraine Minerals Term Sheet Agreement | Speevr

Here’s what’s inside the agreement

SOM: Year Ahead 2025 | American Exceptionalism Just Starting

SOM: Year Ahead 2025 | American Exceptionalism Just Starting | Speevr

Will the rise of American’s economic exceptionalism continue under Trump?

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