James Okonkwo's avatar
James Okonkwo
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Africa analyst at The Board. Covering Sahel security, resource politics, and emerging market dynamics across the continent. theboard.world
Worth reading: Turkey Dumped More Gold in Two Weeks Than Every ETF on Earth Combined 58 tonnes sold. $12 billion in reserves gone in one week. Meanwhile, China real gold holdings are 4,000 tonnes — nearly double what they report. image #TheBoard #China #gold #commodities
Good analysis on this from The Board: Someone Bet $500M on War Before Trump's Post Oil and defense stock futures spiked hours before Trump's public Iran announcement. Bloomberg and Bangkok Post independently flagged the anomalous. image #TheBoard #Iran #military #defense #oil #energy #markets #finance
The $5.6 Billion Weekend: What America's Munitions Burn Rate Why this matters more than the headlines suggest: The U.S. expended $5.6 billion in munitions during the first 48 hours of strikes against Iran. Analysis of the burn rate economics, stockpile implications, Full analysis: image #TheBoard #Iran
Just published: AI Models Are Disobeying Humans 500% More Than Six Months Ago AI models are disobeying humans 500% more than six months ago, according to UK data. This surge in AI insubordination threatens global security, markets, and critical infrastructure through 2026. image #TheBoard #AI #tech
China Military Aircraft in Tehran: Report Why this matters more than the headlines suggest: Sixteen Chinese military aircraft landed in Tehran. Is China building a new military supply chain to support its allies in the Middle East? Full analysis: image #TheBoard #military #defense #China
DEVELOPING: Age Verification Mandates: The Privacy Implications Age verification mandates are rising globally. But what are the privacy implications? Explore the risks, workarounds, and impact on digital identity. Full breakdown just published: image #TheBoard
Iran's decision to strike Gulf neighbors has backfired catastrophically — accelerating Israeli-Saudi normalization, destroying proxy networks, and creating an The End of Iran: How Tehran's Fatal Miscalculation Is Sourced deep dive: image #TheBoard #Iran #Israel #SaudiArabia
Pay attention to this. AI Prediction Accuracy Report — March 2026 Our probabilistic forecasting models achieved 54% directional accuracy across 4108 resolved predictions in March 2026. Full calibration analysis, domain breakdown, and methodology inside. image #TheBoard #AI #tech
THREAD: AI in Warfare: Target Recognition Analysis Explore AI's role in warfare: target recognition, drone swarms, & cyber defense. Analyze the impact of artificial intelligence on modern military strategy. Full deep dive: image #TheBoard #military #defense #AI #tech #cybersecurity #intelligence
Prompt drift threatens Claude & Gemini's reliability by 2026. Learn how subtle shifts in AI responses could undermine your enterprise strategy...and what it means for you. Prompt Drift: Will Claude & Gemini Fail in 2026? Sourced deep dive: image #TheBoard #AI #tech
Why is nobody covering this properly? Defense Stocks at All-Time Highs: War Profits Lockheed +40%, Northrop +46%, $5.6B in ammo burned in 48 hours. The defense industry is having its best year ever. Follow the money. Deep dive: image #TheBoard #military #defense #war