report April 12, 2024 Iran-Israel | First wave of strikes launched by Hezbollah 50 missiles launched from south Lebanon... By Alessio Farhadi Speevr Intelligence
report April 12, 2024 MERLYN RELEASE | TValue Presentation to Telecom Italia Shareholders A plan designed to provide optionality and deliver superior value to the benefit of all TIM's shareholders... By Merlyn Advisors Merlyn Advisors
report April 10, 2024 US CPI | Musk vs. Brazil | #freespeech | Web 1.0 to 3.0 | AI productivity Disinformation or disagreeable? A quick comment ahead of today's US CPI release... By Alessio Farhadi Speevr Intelligence
report April 9, 2024 SOM | Five Reasons Why 10-year Yields Move Above 5% Best Long And Short Strategies 2024Q2... By Alan Brazil SOM Macro Strategies
report April 8, 2024 MERLYN RELEASE | Telecom Italia – TValue Shareholder Engagement Letter Merlyn Advisors proposal to Telecom Italia shareholders... By Merlyn Advisors Merlyn Advisors
report April 7, 2024 US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation... By Alessio Farhadi Speevr Intelligence
report April 3, 2024 Iran-Israel | Early indications of Damascus strike response A best educated guess on how Iran will respond to Damascus consulate attack... 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 March 28, 2024 MERLYN RELEASE | TValue Proposes New Telecom Italia Board of Directors TValue announces that it has submitted its majority list for the Board of Directors of TIM in view of its renewal... By Merlyn Advisors Merlyn Advisors
report March 28, 2024 Dani Kahneman | Fairwell to an Intellectual Giant and Legend The founding father of Behavior Economics passed away. His influence stretches far beyond academia... By Alessio Farhadi Speevr Intelligence
report March 27, 2024 Israel-Hamas | UNSC resolution | Kremlinologist & Isis-Kologist Is a UN Security Council resolution binding? It's a simple question... By Alessio Farhadi Speevr Intelligence
report March 25, 2024 Google DeepMind & Liverpool FC | US Threat Assessment US domestic terrorism risks. DeepMind-Liverpool partnership update... 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 March 21, 2024 FOMC | Merlyn proposed plan for Telecom Italia The usual FOMC post-mortem and Merlyn Advisors' plans for TIM... By Alessio Farhadi Speevr Intelligence
report March 20, 2024 MERLYN RELEASE | TVALUE: A BRIGHTER FUTURE FOR TIM Merlyn Advisors shares Telecom Italia investment plan details... By Merlyn Advisors Merlyn Advisors
report March 20, 2024 FOMC | BoJ | Merlyn, Telecom Italia Activist Position BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy's largest telecom provider... By Alessio Farhadi Speevr Intelligence
report March 14, 2024 Grifols | ChatGPT On PPI Give us reasons for why PPI was lower than official figures... By Alessio Farhadi Speevr Intelligence
report March 14, 2024 PPI | The forgotten inflation measure We were blind sided by that one... By Alessio Farhadi Speevr Intelligence
report March 14, 2024 AI | A local peak in tech boom? Morgan Stanley believe in AI... after a 30% rally in US equities... By Alessio Farhadi Speevr Intelligence
