report August 13, 2024 US Economy | Recession Risk Is Overstated Bet on the US consumer, recession risk Is overstated... By Alan Brazil SOM Macro Strategies
report August 10, 2024 US Election | Harris Ahead In 3 Key State Polls New NYT/Siena poll should worry Republicans... By Alessio Farhadi Speevr Intelligence
report August 8, 2024 Yen Carry-Out | US Election | Middle East | Monkey Business Topped and tailed carry-out trade. Harris now favorite to win in betting markets... By Alessio Farhadi Speevr Intelligence
report August 7, 2024 Iran-Israel | Ali Vaez & Crisis Group CALL (TODAY) The best source and analysts are hosting a free session today... By Alessio Farhadi Speevr Intelligence
report August 5, 2024 Market Sell-Off | Iran-Israel & Axis Couch commentary. SPX 'wedge'. Update on planned attacks on Israel... By Alessio Farhadi Speevr Intelligence
report August 2, 2024 Iran-Israel | Sahm Rule Again A catalogue of failed policies and repeat mistakes...... By Alessio Farhadi Speevr Intelligence
report August 2, 2024 US Jobs | BTPs | Current Views Appraisal/Update Calling the market right, but for the wrong reasons... By Alessio Farhadi Speevr Intelligence
report August 1, 2024 Iran-Israel | Axis Plans To Attack All Set! | Mossad Iran and proxies all set to strike Israel very soon. Mossad's Roberto Carlos record in targeted operation... By Alessio Farhadi Speevr Intelligence
report August 1, 2024 Iran-Israel | OSINT | Hezbollah Founding & CIA Was the Haniyeh strike from nearby inside Tehran? How Hezbollah came about... By Alessio Farhadi Speevr Intelligence
report July 31, 2024 FOMC | Hamas | Iran | Sahm Rule | US polls The Fed rumor mill and Sahm rule concerns... By Alessio Farhadi Speevr Intelligence
report July 30, 2024 S&P 500 | Still Looks A Little Cheap If Earnings Growth Continues After the rally, S&P 500 still looks a little cheap if earnings growth continues... By Alan Brazil SOM Macro Strategies
report July 26, 2024 “AI Bubbles” | US Economy & Election Polls AI/Big Tech sell-off to last? Polling nightmares and uncertainty for Republicans... By Alessio Farhadi Speevr Intelligence
report July 19, 2024 Cybersecurity | Global IT Outages What we know about CloudStrike outages and how long will it take to resolve... By Alessio Farhadi Speevr Intelligence
report July 14, 2024 US Economy | Eurozone | Israel-Hamas A brief update on current themes and outlooks... By Alessio Farhadi Speevr Intelligence
report July 12, 2024 Bill Hwang | Science, Religion, Virtues & Vices | Great Swindles Know your customers for who they really are, not who they claim to be.... By Alessio Farhadi Speevr Intelligence
report July 9, 2024 US/French Election | Heuristics | Critical Thinking Which industry has the best analysts? US/French election poll comments/feedback... By Alessio Farhadi Speevr Intelligence
report July 8, 2024 French Election | Polling Errors | Euro 2024 Why the miss in polls? Finance guy's date with a tree... By Alessio Farhadi Speevr Intelligence
report July 3, 2024 Best Long & Short Strategies 2024Q3 Update On Current Trade Recommendations... By Alan Brazil SOM Macro Strategies
report July 3, 2024 Paul Tucker | Credit Suisse Failure & LOLR Credit Suisse failure exposes key weakness in Swiss banking regulation... By Alessio Farhadi, Paul Tucker Speevr Intelligence
report June 30, 2024 France Election | Potential Poll Surprises Quick take on France legislative election polls and potential surprises... By Alessio Farhadi Speevr Intelligence
S&P 500 | Still Looks A Little Cheap If Earnings Growth Continues