report March 2, 2025 Part 1: Paul Tucker | US-China Competition Four possible scenarios for US-China relations... By Paul Tucker Speevr Dialectic
report February 27, 2025 OpenAI | Quick Take on GPT-4.5 Model Release Going full circle on transformer architecture. Probably a flop... By Alessio Farhadi Speevr Intelligence
report February 26, 2025 NVIDIA | Quick Preview Q4 Don't expect DeepSeek clarity on the future of AI... By Alessio Farhadi Speevr Intelligence
report February 25, 2025 Russia-Ukraine | US Minerals Deal Brief comments and updates from the frontline... By Alessio Farhadi Speevr Intelligence
report February 24, 2025 LEAKED DRAFT | US-Ukraine Minerals Term Sheet Agreement Here's what's inside the agreement... By Alessio Farhadi Speevr Intelligence
report February 24, 2025 SOM: Year Ahead 2025 | American Exceptionalism Just Starting Will the rise of American's economic exceptionalism continue under Trump?... By Alan Brazil SOM Macro Strategies
report February 24, 2025 EU/ECB | Tusk | Poland | Russian Asset Seizures | Ukraine Why borrow legally when you can steal?... By Alessio Farhadi Speevr Intelligence
report February 18, 2025 Russian Economy | FT | Sergei Guriev Is Russia's economy really faltering?... By Alessio Farhadi Speevr Intelligence
report February 17, 2025 Russia-Ukraine | Freedman | War Narratives The chickens come home to roost...... By Alessio Farhadi Speevr Intelligence
report February 16, 2025 Mark Galeotti | Thoughts from the MSC Munich Security Conference debrief... from an (actual) attendee and (real) Russia expert... By Mark Galeotti Speevr Intelligence
report February 7, 2025 US-China/EU Tariffs | Paul Tucker | Dani Rodrik EU is next. Not all economists are international trade experts.... By Alessio Farhadi Speevr Intelligence
report February 4, 2025 IMPORTANT: US-China Tariffs We're less sanguine than before. Here's why.... By Alessio Farhadi Speevr Intelligence
report February 4, 2025 INVITATION: Valencia De La Vega | Batteries & Renewables Thu Feb 6, 2025 @12:00 ET (17:00 UK)... By Speevr Speevr Intelligence
report February 2, 2025 Part 1: John Thomas | Trump Tariffs | SoftBank | Stargate We warned you! Now why would you doubt our guy?... By Alessio Farhadi, John Thomas Speevr Intelligence
report February 2, 2025 DeepSeek vs OpenAI | Advanced AI Reasoning Models Solving Fred & Tom's betting problem... By Alessio Farhadi Speevr Intelligence
report January 29, 2025 Anthropic CEO | US-China | AI Exports Controls Dario Amodei on DeepSeek and AI export controls... By Alessio Farhadi Speevr Intelligence
report January 28, 2025 DeepSeek | An Opportunity To Buy Nvidia? It's a free for-all, so we'll have a crack at it... By Alessio Farhadi Speevr Intelligence
report January 26, 2025 AI | China's DeepSeek Takes on U.S. Rivals A serious threat to OpenAI and the rest?... By Alessio Farhadi Speevr Intelligence
report January 19, 2025 John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve Trump tariffs and executive orders. What's expected... By Alessio Farhadi Speevr Intelligence
report January 16, 2025 US Macro | Higher For Longer Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration... By Alan Brazil SOM Macro Strategies
US Macro | Higher For Longer