report March 25, 2024 Big Tech Insiders | Credit Inflows | Moscow Attacks Tech CEOs know best about their stock return prospects... By Alessio Farhadi Speevr Intelligence
report March 21, 2024 FOMC | Merlyn proposed plan for Telecom Italia The usual FOMC post-mortem and Merlyn Advisors' plans for TIM... By Alessio Farhadi Speevr Intelligence
report March 20, 2024 MERLYN RELEASE | TVALUE: A BRIGHTER FUTURE FOR TIM Merlyn Advisors shares Telecom Italia investment plan details... By Merlyn Advisors Merlyn Advisors
report March 20, 2024 FOMC | BoJ | Merlyn, Telecom Italia Activist Position BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy's largest telecom provider... By Alessio Farhadi Speevr Intelligence
report March 14, 2024 Grifols | ChatGPT On PPI Give us reasons for why PPI was lower than official figures... By Alessio Farhadi Speevr Intelligence
report March 14, 2024 PPI | The forgotten inflation measure We were blind sided by that one... By Alessio Farhadi Speevr Intelligence
report March 14, 2024 AI | A local peak in tech boom? Morgan Stanley believe in AI... after a 30% rally in US equities... By Alessio Farhadi Speevr Intelligence
report March 13, 2024 ARK | Nvidia | Robinhood | US Inflation Are retail investors driving up Nvidia stock price? Is a correction near?... By Alessio Farhadi Speevr Intelligence
report March 12, 2024 US CPI Inflation | Grifols A preview of US CPI data, expectations and outcomes. 1 year anniversary of SVB failure... By Alessio Farhadi Speevr Intelligence
report March 7, 2024 AMD CTO | Alan Brazil | Part 4 – What Happens Next In Housing, Inflation And The Economy Interview with AMD CTO. Part 4 of Alan Brazil's recent series on the US economy... By Alessio Farhadi Speevr Intelligence
report March 6, 2024 Part 4 | What Happens Next In Housing, Inflation And The Economy Inflation is likely to be episodic as shocks to markets, such as oil and housing prices, push labor to demands higher wages that starts a wage/inflationary cycle... By Alan Brazil SOM Macro Strategies
report March 5, 2024 Macro trades | Bad fundamentals, or poor timing and execution? Finally a couple of trades of a non-technical or statistical nature are lining up nicely. Bad macro fundamentals, or poor execution and timing? The recent underperformance of some macro trades, popular at the turn of the year, does not... By Alessio Farhadi Speevr Intelligence
report March 1, 2024 US Inflation | What's next for bond yields? Fed policy expectations changing, but economic forecasts are not... By Alessio Farhadi Speevr Intelligence
report February 28, 2024 Wall Street CEOs | It’s all gone DJ D-Sol | GS/USB trade Occupational hazard of a famous DJ becoming deaf. Why does Wall Street struggle to produce good leaders?... By Alessio Farhadi Speevr Intelligence
report February 27, 2024 Goldman Sachs | DJ D-Sol is at it again Still defying his own experts without much to back his views... sigh!... By Alessio Farhadi Speevr Intelligence
report February 27, 2024 Al-Chips & Hummus | JPY | Russia-Ukraine | US rents Biden turns the screw on Israeli hostage negotiators. A mishmash of topics... By Alessio Farhadi Speevr Intelligence
report February 26, 2024 The Return Of The 70s Stagflation: Low Growth, High Inflation Will current fed hikes to tame inflation mean stagflation as it did in the 70s?... By Alan Brazil Speevr Intelligence
report February 25, 2024 AI Chips | GPU Alternatives | Israel-Hamas We outline 4 types of AI chips: from general purpose to task specific examples... By Alessio Farhadi Speevr Intelligence
report February 22, 2024 Israel-Hamas | Negotiation talks to resume Negotiations to resume tomorrow in Paris... By Alessio Farhadi Speevr Intelligence
report February 21, 2024 NVIDIA | Friends Of Jensen Get Chips The rest have to get in line. Apple's big push into AI ... By Alessio Farhadi Speevr Intelligence
Part 4 | What Happens Next In Housing, Inflation And The Economy