Iran Escalation Cycle
Trade OutcomeI built a real-time OSINT layer tracking military logistics — RAF Fairford B-2 takeoffs, A-10 buildups, refueling-aircraft turn-arounds. Markets were pricing Iran risk off headlines while the real signal moved hours to days ahead of coverage. Earlier in the conflict, USS Tripoli and other US assets were building rather than drawing down while public messaging said the war was over and oil sat near multi-month lows. Long oil. Trade worked.
Different domain, same framework — signal first, consensus second. The methodology generalizes wherever there is (a) a structured information layer the market isn’t pricing, (b) a divergence between that layer and the consensus narrative, and (c) a tradable instrument to express the gap.
- Domain
- OSINT / commodities
- Signal
- Logistics divergence
- Trade
- Long oil
- Outcome
- Worked