report April 13, 2025 Alan Brazil | Trumponomics 2025 | US-China Economic Wars Who can survive longer the economic war of attrition?... By Alessio Farhadi Speevr Intelligence
report April 8, 2025 John Thomas | Tariffs & Trumponomics | Meeting Notes (April 7, 2025) Best AI video yet and latest from D.C. by JT... By Alessio Farhadi Speevr Intelligence
report April 8, 2025 Trumponomics 2025 | Tariffs Are A Continuation of The Economic War With China Trump Voters Own Homes Not Equities... By Alan Brazil SOM Macro Strategies
report April 6, 2025 Market Commentary | No Time to Think, Just Act Moving positions to (very) long-term portfolio... By Alessio Farhadi Speevr Intelligence
report April 3, 2025 EVENT: John Thomas | Trump, Tariffs & US Trade Policy A catch-up with GOP strategist and Nestpoint Associates Co-founder/Managing Partner... By John Thomas Speevr Intelligence
report April 2, 2025 US Tariffs | AliExpress Tariff Discount Sale The Trump Purchasing Parity (TPP) exchange rate for tariffs... By Alessio Farhadi Speevr Intelligence
report April 1, 2025 US Tariffs | Goldman | What To Expect From Tariffistan Going "full throttle" on tariffs... By Alessio Farhadi Speevr Intelligence
report April 1, 2025 Part 1: Europe’s Debt Big Bang Goes Bust Germany's Big Bang Goes Bust And Ends Up Building “Bridges To Nowhere”... By Alan Brazil SOM Macro Strategies
report March 25, 2025 Part 2: Paul Tucker | U.S.-Europe Relations System Predicated on What?... By Paul Tucker Speevr Dialectic
report March 15, 2025 Russia-Ukraine | Sumy Offensive | Kursk | Belarus As one front closes, another may be about to open... By Alessio Farhadi Speevr Intelligence
report March 14, 2025 Rubrik | Adobe | AI Barbell | Macro Insights Barbell approach to AI. Other bits and pieces... By Alessio Farhadi Speevr Intelligence
report March 13, 2025 Trump's Polls | Rubrik Beats Again What matters more to Trump than the stock market?... By Alessio Farhadi Speevr Intelligence
report March 11, 2025 Markets | ‘Boiling the Frog' Sell-Off 'Trump Put': Who's Afraid of the Big Bad W-H?... By Alessio Farhadi Speevr Intelligence
report March 7, 2025 US Jobs | Diffusion LLMs | Ricardian Vice | Iran Nuclear A balancing act. Scott Bessant's economic plan, Ricardian something... By Alessio Farhadi Speevr Intelligence
report March 6, 2025 REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity More debt without bank equity is a problem... By Alessio Farhadi Speevr Intelligence
report March 5, 2025 Market Update | DALL-E's DeepSeek Moment | Nvidia If seeing is believing, don’t believe everything you see... By Alessio Farhadi Speevr Intelligence
report March 4, 2025 US Equities | Time to Cover Shorts and Dip Into Longs A pattern to the chaos... cautiously optimistic near-term... By Alessio Farhadi Speevr Intelligence
report March 3, 2025 Euro Defense Stocks | NATO's TARP Relief Moment Defense stocks on a tear. Like the TARP relief rally?... By Alessio Farhadi Speevr Intelligence
report March 3, 2025 Hamas-Israel | What Next Now That Phase 1 Is Over? Hamas has rejected a request by Israel and the U.S. to extend the first phase of the Gaza ceasefire, which ended on Saturday A major sticking point is who will govern Gaza. Israel insists Hamas cannot play a role in Gaza's future and will not accept the Palestinian Authority (PA... Become a member to read the rest of... By Alessio Farhadi Speevr Intelligence
report March 2, 2025 US Crypto Reserve | Omand | Russia-Ukraine Another bold JT prediction comes through ... By Alessio Farhadi Speevr Intelligence
