TalosSTRATEGIC
The Ledger
Updated September 2026

Rules on paper. Incentives in practice.

Global shifts that reach American and international businesses late, read against places I’ve worked. Each signal says what happened, why it matters, who gains and who pays, and ends with a dated call and how confident I am.

Scorecard

How I score myself

Every call has a date and a confidence level. When the date comes, I mark it right, wrong or too early, and write one line on why. Nothing is deleted. Over time, the calls I rate at 70% should come true about seven times in ten; if they don’t, that’s worth knowing too.

MADECALLCONFIDENCEDUESTATUS
Five signals, five calls, and last month’s score. Subscribing opens an email to me.