report October 25, 2023 Israel-Hamas | Why delay the Gaza incursion? Our top reasons for the delayed ground invasion into Gaza. A failed IDF reconnaissance mission... By Alessio Farhadi Speevr Intelligence
report October 24, 2023 Israel-Hamas | OSINT | Brainard/Alterman/Jordanian Foreign Minster webinars OSINT analysts geolocate the most probable locations of US aircraft carriers to deduce the least expected time before an IDF incursion into Gaza. Two recommended webinars... By Alessio Farhadi Speevr Intelligence
report October 24, 2023 Fake news | Putin cardiac arrest & Wilson voted top Wall Street strategist Surely it has to be fake news... By Alessio Farhadi Speevr Intelligence
report October 23, 2023 Israel-Hamas | Saudi | Iran | 60/40 portfolio | Social media The view from the Middle East. Time to mow our lawn of Wall Street amateurs... By Alessio Farhadi Speevr Intelligence
report October 23, 2023 Argentina | Massa is the likely next president: continuity rather than change Sergio Massa was the great winner of the general election but will need to beat Javier Milei in a second round on 19 November. The finance minister obtained 36.68% of the total votes, improving by 9 points his performance in the primaries. Javier Milei retained his 30% while Juntos por el Cambio lost votes in all districts going down... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report October 23, 2023 Argy | Alan Brazil | Higher for longer is the new normal Another coup for us. Alan Brazil on higher of longer... By Alessio Farhadi Speevr Intelligence
report October 22, 2023 Higher for Longer is the New Normal Download SOM: Higher for Longer is the New Normal State Of the Markets By Alan Brazil SOM Higher For Longer Is The New Normal ... 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 October 19, 2023 FINAL: Israel-Hamas | Open-Source | Disinformation OSINT conclude most likely a misfired rocket by PIJ caused the Gaza hospital blast... By Alessio Farhadi Speevr Intelligence
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
Falling Excess Savings Is A Red Herring, Consumers Will Continue to Spend