report June 23, 2023 Russia-Ukraine | Wagner forces under attack by Russian Army A rapidly evolving situation is unfolding near the city of Rostov in Russia, with reports on social media suggesting that the Russian Army has launched airstrikes against a group of 20,000 Wagner soldiers led by Yevgeny Prigozhin. What we know so far... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alessio Farhadi Speevr Intelligence
report June 23, 2023 Buy S&P Puts—Equity Rally Overdone My last piece on buying S&P puts... By Alan Brazil SOM Macro Strategies
report June 23, 2023 Druckenmiller | De-dollarization | PMI | Options market Summary of NY Fed conference on de-dollarization. Options market technicals for month-end... By Alessio Farhadi Speevr Intelligence
report June 23, 2023 BoE MPC | No pain, no gain Political pressure on central bank monetary policy committee increases as Bank of England fails to bring inflation back under control... By Alessio Farhadi Speevr Intelligence
report June 23, 2023 Market contras | Elon-Zuck betting odds Market contra-indicators bulled up at the top of S&P 500 range ... By Alessio Farhadi Speevr Intelligence
report June 22, 2023 BoE independence | Elon-Zuck cage fight As UK inflation remains stubbornly high above the BoE's 2% target questions arise over the central bank's independence. We see Zuck as favorite to beat Elon in a cage fight... By Alessio Farhadi Speevr Intelligence
report June 22, 2023 Argentina | Andreessen | AI | Modi | Climate International investors' interest in Argentina picks up as the economic outlook improves. The Econviews take from Buenos Aires. Marc Andreessen talks AI & technology Lex Fridman on AI & technology... By Alessio Farhadi Speevr Intelligence
report June 21, 2023 Weather | Why the Wall Street thesis is flawed Why Wall Street strategists keep missing forecasts... By Alessio Farhadi Speevr Intelligence
report June 20, 2023 Climate Change | Alarming rise in sea surface temperatures Above average sea surface temperatures in northern Atlantic are a rising confirm for weather patterns... By Alessio Farhadi Speevr Intelligence
report June 19, 2023 US-China | Blinken/Bill Gates/Xi | Quantum resources A cosy relationship with Big Tech. Did Bill Gates broker US Secretary of State Anthony Blinken's meeting in China with President Xi? ... By Alessio Farhadi Speevr Intelligence
report June 19, 2023 US-China | Blinken/Bill Gates/Xi | Quantum resources Technology is the new carrot and stick in US international diplomacy. The purpose of Bill Gates' recent trip to China becomes clear... By Alessio Farhadi Speevr Intelligence
report June 18, 2023 P3 – Quantum Computing | Why is quantum superior to classical? We give a non-technical illustration of how quantum computers are superior to classical ones. The US-China race for AI and quantum supremacy.... By Alessio Farhadi Speevr Intelligence
report June 16, 2023 JPM on De-dollarization | Is AI a bubble? JP Morgan on de-dollarzation: 3 different perspectives. Is there an AI bubble? And where. A brief review of past banking tech woes.... By Alessio Farhadi Speevr Intelligence
report June 15, 2023 P2 – Quantum Computing | Binary vs. Non-binary world Seneca might have been referring to those highly strung fast money managers who "just want to know if I should buy or sell". You know it's true, and we've exposed their weaknesses enough times now. A brief recap In Part 1, we provided a background introduction to Q... Become a member to read the rest of this article Username or E-mail... By Alessio Farhadi Speevr Intelligence
report June 15, 2023 China stimulus | Calling on partners Want to work with us? Risk of China economic stimulus announcement looms over shorts, but technicals look favorable... By Alessio Farhadi Speevr Intelligence
report June 14, 2023 FOMC | Post-mortem classification: Alphas to Omegas Brief pullback in US equities. A basic classification scheme for traders: from Alphas to Omegas... By Alessio Farhadi Speevr Intelligence
report June 14, 2023 SCMP- China stimulus | GS on family offices A couple of unconventional ideas for China economic stimulus. GSAM report on the fast-growing group of family office clients... By Alessio Farhadi Speevr Intelligence
report June 14, 2023 Markets | Why are traders well paid? It's about how hard you can get hit and keep moving forward... By Alessio Farhadi Speevr Intelligence
report June 13, 2023 CPI | US Equities | Market technicals Momentum indicators suggest S&P 500 is close to overbought territory.... By Alessio Farhadi Speevr Intelligence
report June 12, 2023 P1- Quantum Computing | A brief history and background Why is a quantum computer superior to a classical one? The first part in our non-technical series introducing to quantum computing.... By Alessio Farhadi Speevr Intelligence
Buy S&P Puts—Equity Rally Overdone