Global Market Intelligence
Market intelligence that tells you what would prove it wrong.
GMI registers calls, scores outcomes, publishes evidence, and converts uncertainty into board decisions. Every thesis has a falsification condition. Every call has a review date. Every score has evidence.
What Would Change Our View
Every major thesis in GMI has a published falsification condition — an observable trigger that, if met, would require us to revise or abandon the view. This is not standard market intelligence practice. It is the core of GMI's accountability discipline.
View full falsification register →Calls registered
8
Scored
8
Average score
3.1
Falsification rules
0
GMI Estate
GMI sits above Intelligence Briefs as time-bound, scored, reviewed intelligence. It strengthens Boardroom Brief and Strategy Room by turning market uncertainty into named operator decisions with falsification conditions.
/intelligence/gmi
GMI home: category claim, edition architecture, and buyer orientation.
/intelligence/gmi/q2-2026
Static operator dashboard for the current draft edition.
/intelligence/gmi/calls
Public read-only call ledger and track record.
/intelligence/gmi/performance
Public performance centre: score distribution, failures, carried-forward calls, and methodology versions.
/intelligence/gmi/falsification
Public falsification register showing what would prove major theses wrong.
/intelligence/gmi/methodology
Locked methodology, rubric, evidence posture, and release blockers.
/intelligence/gmi/operator-brief
Free operator brief: summary, watch signals, decisions, and selected prior-call record.
/intelligence/gmi/board-pulse
Public board-level one-page decision signal.
/intelligence/gmi/red-team
Governed challenge intake for calls, assumptions, and falsification thresholds.
/intelligence/gmi/use-cases
Boardroom use cases and commercial routing from public GMI proof to paid depth.
/boardroom-brief
Board-facing challenge dossier (user-supplied inputs; does not constitute verified board evidence) when the dashboard identifies board-level action.
/strategy-room
Live decision intervention when the dashboard identifies severe strategic consequence.
The quarterly product line
Global Market Intelligence publishes on a quarterly release rhythm. Each issue registers calls with falsification conditions and is reviewed and scored after its decision window. The current issue is the active release; prior issues remain in the verified archive.
Current issue
Global Market Intelligence Q1 2026
The current published issue. Current decision window: Q2 2026.
Forthcoming
Global Market Intelligence Q2 2026
Release candidate — scheduled publication 8 July 2026. Not yet the current published issue.
Access model
Entitlement-controlled. Access to the current issue and the archive is governed by the GMI product family, not sold issue-by-issue by default.
Distribution
Restricted distribution. Intelligence is shared under controlled access, not published as open market commentary.
Not investment advice
GMI is decision intelligence under a call-review methodology. It is not investment advice and does not direct the allocation of capital.