report February 1, 2024 Housing Steepens the Curve In Soft Landing, Fed Steepens It In A Hard Landing Housing steepens the curve in a soft landing, Fed steepens it in a hard landing... By Alan Brazil SOM Macro Strategies
report January 31, 2024 Fed QT | AMD Morgan Stanley & Google hallucinations... By Alessio Farhadi Speevr Intelligence
report January 30, 2024 Alphabet/Google Earnings | US Job The first casualties of AI job losses are within the tech sector... By Alessio Farhadi Speevr Intelligence
report January 30, 2024 US Jobs | JOLTS & ECI wage inflation The evolution of job openings and wage inflation... By Alessio Farhadi Speevr Intelligence
report January 26, 2024 Klopp exit | From Wall Street to Silicon Valley Where is Jan off to next? Glass half full people... By Alessio Farhadi Speevr Intelligence
report January 26, 2024 US Inflation | PCE inflation preview Recessionistas need a weak PCE print to stay in the trade... By Alessio Farhadi Speevr Intelligence
report January 24, 2024 AMD | Brevan Howard | PCE & US recession risk Careful what you wish for on inflation. The 'everything' is a bubble thesis... By Alessio Farhadi Speevr Intelligence
report January 22, 2024 GSWM outlook 2024 | Are US equities expensive? How did they do in 2023? US preeminence is still the theme... By Alessio Farhadi Speevr Intelligence
report January 19, 2024 Grifols | Beveridge Curve open-sourced | Wilson contra-contras We open sourced it to nuclear researchers. Grifols' troubles continue and market contra-contras... By Alessio Farhadi Speevr Intelligence
report January 16, 2024 US Recession | Inflation | Risk & Probabilities | Ackman | IRGC strikes Are US rates markets overly optimistic about Fed rate cuts?... By Alessio Farhadi Speevr Intelligence
report January 15, 2024 Best Long & Short Strategies 2024Q1 Best Long & Short Strategies 2024Q1... By Alan Brazil SOM Macro Strategies
report January 12, 2024 Grifols | Hamas-Israel | Russia-Ukraine | US Rents | QT Everything from current affairs to markets in this update... By Alessio Farhadi Speevr Intelligence
report January 10, 2024 US CPI preview | Grifols take gloves off What we're looking for in the inflation data... By Alessio Farhadi Speevr Intelligence
report January 10, 2024 Bitcoin | Grifols | More Questions And Answers What is BTC 'fair value'? A copy & paste from 2021. Hedge fund short covered on Grifols yesterday... By Alessio Farhadi Speevr Intelligence
report January 9, 2024 Bitcoin ETF | What are the whales up to? A quick look at recent transactions by the largest BTC addresses... By Alessio Farhadi Speevr Intelligence
report January 9, 2024 Block (SQ) | Grifols SA | Gotham City Research Fraud Allegations Quick short summary of the Gotham City report. Unlike the Hindenburg short-sell piece on Block (SQ).... By Alessio Farhadi Speevr Intelligence
report January 8, 2024 AI | Plagiarism | Anne Frank Diary review To cheat or not to cheat?... By Alessio Farhadi Speevr Intelligence
report January 8, 2024 FX | BoJ | 大トロ刺身特別価格 A high bar for JPY to outperform the rest... By Alessio Farhadi Speevr Intelligence
report January 5, 2024 [FX . Matrix] | AUD/CAD | Signal scrambling Spotting inconsistencies in cross-currency pair trades... By Alessio Farhadi Speevr Intelligence
report January 5, 2024 US Jobs | Runs Out, Guns Out When outcomes are within the realm of expectations... By Alessio Farhadi Speevr Intelligence
