report July 14, 2023 US equities | Who called it right (so far) this year How would you do in an Econ 101 exam today? Brett Nelson and team at GSWM made the most accurate forecasts for 2023.... By Alessio Farhadi Speevr Intelligence
report July 14, 2023 Inflation | Settling the transitory vs. non-transitory debate No degree in Economics is required to know inflation tends to mean-revert... By Alessio Farhadi Speevr Intelligence
report July 14, 2023 Market outlook | Superforecasters vs. Domain Experts A near miss avoided again. Anticipating the next excuse by trapped shorts... By Alessio Farhadi Speevr Intelligence
report July 12, 2023 US CPI | Team Harvard & Goldman win again Jason Furman of Harvard notes erroneous Cleveland Fed nowcasting we previously mentioned.... By Alessio Farhadi Speevr Intelligence
report July 12, 2023 US CPI | 4 scenarios & probability estimates We consider 4 possible outcomes for the June (2023) CPI number, together with our estimated probabilities and expected market impact. Downside inflation surprised more likely.... By Alessio Farhadi Speevr Intelligence
report July 11, 2023 US recession | Inflation | Krugman does it again Once again Paul Krugman uses alternative semi-annual inflation measures to argue his case.... By Alessio Farhadi Speevr Intelligence
report July 10, 2023 ECB | Constâncio | MS Wilson | BoE Wall Street perma-bear Mike Wilson continues to perpetuate a false narrative. Things on our radar screens... By Alessio Farhadi Speevr Intelligence
report July 10, 2023 Google BARD | A list of BBC male presenters We ask Google BARD for a list of male BBC presenters. What's the latest with Crispin Odey?... By Alessio Farhadi Speevr Intelligence
report July 9, 2023 De-dollarization | Threads vs Twitter | Inflation-yields Our quick examination of Meta's new Threads social platform against Twitter. Paul Krugman on de-dollarization.... By Alessio Farhadi Speevr Intelligence
report July 7, 2023 US economy | How did Volcker kill inflation? Alan Blinder asked Paul Volcker how monetary policy broke back of the 1970/80s US inflation surge. Is more QT appropriate if inflation doesn't come down?... By Alessio Farhadi Speevr Intelligence
report July 7, 2023 US Jobs/Inflation | US-China cyberwars | Quantum supremacy Is China or the US winning the race towards quantum supremacy? ... By Alessio Farhadi Speevr Intelligence
report July 7, 2023 Trade Book 2023 Q3: The Coming Rebound In The Housing Market And Inflation Download report ... 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 July 6, 2023 AI Chips | AMD | Google TPUs Google may be Amazon and Microsoft on cloud services, but far ahead on AI chips. New generation AMD AI processors are creating a buzz within the industry.... By Alessio Farhadi Speevr Intelligence
report July 5, 2023 Silicon Chip VCs | Sandhill Road & Tech tourists When techies try trading and bankers do startups/VC investing Having worked in both finance and technology, one of my favorite pastimes is observing how people from each side underestimate the skills required for success in the other industry. Learning new skill sets takes time a... Become a member to read the rest of this article Username or E-mail... By Alessio Farhadi Speevr Intelligence
report July 4, 2023 Bridgewater & AI | Elon-Zuck fight | Alan Blinder Bridgewater co-CIO discusses the use of AI and large language models for investing.... By Alessio Farhadi Speevr Intelligence
report June 30, 2023 US economy | The (real) experts worth following Who are the real experts on the US economy that also called it right?... By Alessio Farhadi Speevr Intelligence
report June 28, 2023 CBDCs | Political quantum entanglement & polarization In this update we explain the notion of Quantum Entanglement through the lens of US political polarization and central bank digital currencies (CBDCs), instead of the traditional way of particle spins.... By Alessio Farhadi Speevr Intelligence
report June 27, 2023 Kurt von Hammerstein-Equord | Officers classification scheme S&P 500 no longer in overbought territory... By Alessio Farhadi Speevr Intelligence
report June 26, 2023 Russia | Amazon economics | BoE | Markets Amazon Chief Economist on supply chains. Mark Galeotti on Putin and the Kremlin's future... By Alessio Farhadi Speevr Intelligence
report June 25, 2023 Russia-Ukraine | Enemies vs. Traitors | Infowars Putin's world view of enemies versus traitors. Curating source in OSINT research... By Alessio Farhadi Speevr Intelligence
