Track Record
The calls we made, and the head start they gave anyone exposed.
Every call, as it was first made
Each of these calls was made in public, before it happened.
Every entry quotes the call as it was first published, dated and linked to the original, then shows what happened and what the lead time meant for a business.
Where part of a call fell short, the entry says so.
Bushehr as a catastrophic risk to the Gulf, and a target
“Building a nuclear plant in the area was pure madness.”
Mines in the Strait of Hormuz, with clearance taking six months to a year
“Iran doesn’t need to win a naval battle.”
A second Iran-Israel war, with the first left unfinished
“Two months after its war with Israel, Iran braces for another showdown. The possibility of a second Iran-Israel war is very real since Israel and the US did not finish the job the first time around.”
Five consequences of 7 October, from war with Iran to the price of oil
"Jerusalem will hit the mullahs hard in the near future."
Mali falling to the jihadists once France left, with Russia doing no better
"If France leaves totally and there's no real Western force replacing them, there is a high risk that countries like Niger, Burkina Faso and Mali could fall in the hands of the jihadists"
Trump hitting back at Iran once American lives were lost, and Soleimani paying the price
"Iran should be careful not to take any American lives because then Trump's cautious attitude after the drone's downing might be history."
Attacks on Saudi Aramco's facilities, a risk to price into its value
"When Looking at Aramco Valuation when it becomes public, analysts should account very much the risk of terrorism [against] its facilities"
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The same early warning, built around the decisions in front of you.
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