report March 1, 2024 US Inflation | What's next for bond yields? Fed policy expectations changing, but economic forecasts are not... By Alessio Farhadi Speevr Intelligence
report February 28, 2024 Wall Street CEOs | It’s all gone DJ D-Sol | GS/USB trade Occupational hazard of a famous DJ becoming deaf. Why does Wall Street struggle to produce good leaders?... By Alessio Farhadi Speevr Intelligence
report February 27, 2024 Goldman Sachs | DJ D-Sol is at it again Still defying his own experts without much to back his views... sigh!... By Alessio Farhadi Speevr Intelligence
report February 27, 2024 Al-Chips & Hummus | JPY | Russia-Ukraine | US rents Biden turns the screw on Israeli hostage negotiators. A mishmash of topics... By Alessio Farhadi Speevr Intelligence
report February 26, 2024 The Return Of The 70s Stagflation: Low Growth, High Inflation Will current fed hikes to tame inflation mean stagflation as it did in the 70s?... By Alan Brazil Speevr Intelligence
report February 25, 2024 AI Chips | GPU Alternatives | Israel-Hamas We outline 4 types of AI chips: from general purpose to task specific examples... By Alessio Farhadi Speevr Intelligence
report February 22, 2024 Israel-Hamas | Negotiation talks to resume Negotiations to resume tomorrow in Paris... By Alessio Farhadi Speevr Intelligence
report February 21, 2024 NVIDIA | Friends Of Jensen Get Chips The rest have to get in line. Apple's big push into AI ... By Alessio Farhadi Speevr Intelligence
report February 21, 2024 Israel-Hamas | Intelligence Failures, Evasion And Deception Where is Sinwar? Israeli intel has not recovered from October 7 attacks... By Alessio Farhadi Speevr Intelligence
report February 20, 2024 Part III: Positive Housing Fundamentals Like the 70s Download SOM what happens next; part 3 ... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alan Brazil SOM Macro Strategies
report February 20, 2024 Alan Brazil, US Housing | Israel-Hamas | Russia-Ukraine Did Hamas leader Sinwar escape to Egypt?... By Alessio Farhadi Speevr Intelligence
report February 19, 2024 US Inflation | Rising Health Care Costs | Summers Sky rocketing health care costs for middle-aged voters... By Alessio Farhadi Speevr Intelligence
report February 14, 2024 Part II: No Subprime Meltdown What happens next?... By Alan Brazil SOM Macro Strategies
report February 13, 2024 Arm AI | Alan Brazil | Reemergence of A Wage-Inflationary Cycle What happens next in housing, inflation, and the economy. SoftBank's Son vindicated with big bet on Arm... By Alessio Farhadi Speevr Intelligence
report February 13, 2024 Part 1: Reemergence of A Wage-Inflationary Cycle What happens next in housing, inflation, and the economy ... By Alan Brazil SOM Macro Strategies
report February 12, 2024 Is the Fed politicized? | Russia-Ukraine Is the market ahead, or are they behind? A change of military strategy for Ukraine... By Alessio Farhadi Speevr Intelligence
report February 11, 2024 Russia-Ukraine | Putin-Carlson interview, spin and narratives The bits we found interesting... By Alessio Farhadi Speevr Intelligence
report February 6, 2024 Fed vs Goldman outlook | Is monetary policy effective? Codifying analyst capitulations. Two likely scenario: economics or statistics?... By Alessio Farhadi Speevr Intelligence
report February 2, 2024 US airstrikes | Iran-backed militias | Wilson steps down How many Iran-backed militias in Iraq? First slowly, then fast... By Alessio Farhadi Speevr Intelligence
report February 2, 2024 Alan Brazil | US-Iran strikes | QT, Jobs & Inflation Alan's latest views on US Housing, and recent economic data... By Alessio Farhadi Speevr Intelligence
The Return Of The 70s Stagflation: Low Growth, High Inflation