Corn Belt Drought → Feed → Protein → Food CPI
Pollination-window heat is the highest-convexity fortnight in agriculture: yield loss runs through feed cost into herd economics, w…
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Each card is a researched propagation path: an exogenous driver, the market it reaches, the direction it pushes and the number of days it takes to get there. These are not price targets. Signs and lags are researched; the elasticities are not estimated yet, so the platform says when and which way — never how much.
Pollination-window heat is the highest-convexity fortnight in agriculture: yield loss runs through feed cost into herd economics, w…
A European heatwave is a consumer-durable demand shock, not primarily a power trade. Only ~20% of EU homes had cooling going into 2…
Indonesia built more than half of world nickel supply on purpose, by banning ore exports until smelters were built at home. The bin…
A cattle herd is a weather derivative with a two-year lag and an inverted front end. Drought forces cows to slaughter, so beef supp…
Housing transmits in a fixed order: rates hit affordability, affordability hits transaction volume, volume hits prices, prices hit …
The binding constraint on critical minerals is refining and separation capacity, not deposits — and many exist only as by-products …
A disciplined vantage point on propagation, built from registries that state what they know and what they do not.
Every link carries a researched sign and lag — what moves, which way, and how long it takes to arrive. The path is the product.
The same power spike is revenue to a generator and cost to a utility. Profiles carry the sign, so the alert reads correctly for the person receiving it.
Prices, forecasts and cost shares read “awaiting fetch” until they are real. Nothing is seeded to make the product look finished.
Observations are stored with the date they were observed, so a backtest can only ever see what was knowable then.
Describe one operation — what it buys, what it sells, where it works — and the platform narrows every segment, channel and instrument to the ones that can reach it.
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