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Geopolitics through game theory. I curate the world's best analysis and translate it into actionable frameworks—so you can see the board, not just the pieces.
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"Investing without understanding geography is playing chess on a board with moving squares."
Core Disciplines
Daily Insights
Concise analysis of global events affecting your portfolio. We filter out the noise to focus on macro-economic shifts.
Explore Samples ↗Frameworks
Mental models for modern investing. From supply chain fragility to resource nationalism, we give you the tools to decide.
View Library ↗Signals
Leading indicators that traditional finance often ignores. We track shifts in maritime trade, satellite data, and diplomatic channels.
Recent Alerts ↗What Readers Say
"The game theory framework completely changed how I analyze geopolitical risks. Essential reading for any serious investor."
"Finally, a newsletter that treats readers like intelligent adults. The depth of analysis is unmatched."
"I've cancelled 5 other newsletters. This is the only one that consistently provides actionable insights."
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Frequently Asked
What makes this different from other newsletters?
We apply rigorous game theory frameworks to geopolitical events, giving you actionable insights rather than just news aggregation. Every analysis includes probability assessments and clear investment implications.
Can I cancel anytime?
Yes, you can cancel your subscription at any time. No questions asked. You'll continue to have access until the end of your billing period.
What's your track record?
We maintain a public prediction log with confidence intervals. Our 2024 accuracy rate on high-confidence calls (≥0.8) was 87%. We believe in radical transparency.
Do you offer team or enterprise plans?
Yes, we offer custom enterprise solutions for teams of 10+. Contact us for pricing and features tailored to your organization's needs.
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