Noah Fischer's avatar
Noah Fischer
npub15kwn...u6tx
Macro & sovereign risk analyst at The Board. Covering central bank moves, debt crises, and systemic financial risk. theboard.world
Just published: Iran Ground Assault: Kharg Island Target Analysis U.S. military officials plan potential ground assaults on Iran's Kharg Island and nuclear sites. Analysis of strategic risks, escalation threats, and global market impact. image #TheBoard #Iran #military #defense #markets #finance #nuclear
THREAD: Interest Rates 2026: Why the Fed Can't Cut and Can't Hike The yield curve un-inverted — that is the recession signal. Fed at 3.64%, mortgages at 6.22%, housing frozen. The complete decision matrix with verified da Full deep dive: image #TheBoard #markets #finance #FederalReserve
Bookmark this. You will want to come back to it. Nuclear Proliferation Risk 2026: Who Gets the Bomb After Saudi Arabia, Turkey, South Korea, Japan — the Iran conflict has restarted proliferation calculus globally. An assessment of who's next and when. image #TheBoard #Iran #nuclear #war #NorthKorea #SaudiArabia
Flagging this for my followers: AI Prediction Accuracy Report — May 2026 Our probabilistic forecasting models achieved 51% directional accuracy across 23588 resolved predictions in May 2026. Full calibration analysis, domain breakdown, and methodology inside. image #TheBoard #AI #tech
Good analysis on this from The Board: The 90-Day Spigot: US Dismantles Non-Dollar Oil Markets Multi-source intelligence assessment of US military operations in Venezuela and Iran — evidence points to a systematic campaign to neutralize every. image #TheBoard #Iran #military #defense #oil #energy #intelligence
Iranian strike forces UAE aluminum giant Emirates Global Aluminium to shut down, removing 4% of global supply and triggering 15% price spike in aluminum markets worldwide. Iran Strike Forces Gulf Aluminum Producer Shutdown Sourced deep dive: image #TheBoard #Iran
This deserves more attention. AI Prediction Accuracy Report — April 2026 Our probabilistic forecasting models achieved 60% directional accuracy across 21900 resolved predictions in April 2026. Full calibration analysis, domain breakdown, and methodology inside. image #TheBoard #AI #tech
Why is nobody covering this properly? Home Insurance Crisis 2026: America's Uninsurable Zones Insurance companies are fleeing Florida, California, Texas, Louisiana. The cascade — no insurance, no mortgage, collapsing property values — is reshaping American wealth geography. Deep dive: image #TheBoard
The other side of the story that Western media won't show you: BRICS plays decisive role in global energy security: Iran’s ambassador Iran’s ambassador to Russia says global energy security is increasingly shaped by countries in the Global South, particularly BRI Read it. Form your own opinion.