report October 19, 2023 Israel-Hamas | OSINT | Disinformation Both sides are equally bad at spreading disinformation. What open source intelligence analysts say on who was responsible for the Gaza hospital attack.... By Alessio Farhadi Speevr Intelligence
report October 18, 2023 Israel-Hamas | Who was behind the hospital strike Who was behind the Gaza hospital strike?... 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 17, 2023 Israel-Hamas | Jon Alterman | Teneo Who is the best analyst to anchor expectations on?... 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 Israel-Hamas | Sir Lawrence Freedman talks to FT Gideon Rachman interview well worth listening to. Economist editor-in-chief interviews a senior Hamas official... By Alessio Farhadi Speevr Intelligence
report October 11, 2023 Hedge funds, slot machines and cycles Repeating the same cycle of mistakes over again... 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 11, 2023 Falling Excess Savings Is A Red Herring, Consumers Will Continue to Spend Falling excess savings is a red herring, consumers will continue to spend... By Alan Brazil SOM Macro Strategies
report October 10, 2023 RAND | Israel | Former Netanyahu NSA & Director of Mossad Former Israeli intelligence chief & Netanyahu's top advisor on spy craft and present day tensions political masters... By Alessio Farhadi Speevr Intelligence
report October 10, 2023 Israel-Hamas | Curated sources & analysis 4 articles we curated analyzing the current situation... By Alessio Farhadi Speevr Intelligence
report October 7, 2023 Argentina | 900 Reasons for the Run on the Peso Download Editorial: 900 Reasons for the Run on the Peso The government is not generating any credibility. It insists on patches that have diminishing returns: a special exchange rate for oil exporters, small and medium businesses and now perhaps... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report October 6, 2023 NFP | CIA analysts training for cognitive bias How CIA analysts reduce cognitive biases in their work... 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 EconViews Base Scenario- September 2023 Dear clients and friends,We share with you our report "Base Scenario Econviews" that includes projections of the main macroeconomic variables until 2025. We hope you find it useful.For questions or comments about this report, please contact Andrés Borenstein. Best regards.... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report October 3, 2023 Best Long And Short Strategies–2023Q4 London Update Here is a presentation that I gave during my recent client visits in London... By Alan Brazil 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 Argentina | Waiting for the Turbulence of December: 2015 Reloaded? Download Editorial: Waiting for the Turbulence of December: 2015 Reloaded? Everything indicates that we are going to have a turbulent December. Memories of other turbulent summers intensify, such as February 1989, which marked the beginning of hyperinflation, or December... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
Falling Excess Savings Is A Red Herring, Consumers Will Continue to Spend