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The Probability Desk

Coverage, charts, video and research on The Probability Desk for universal owners.

Latest in The Probability Desk
The Copper Reckoning — Cinematic
The Probability Desk

The Copper Reckoning — Cinematic

The weekend cinematic from The Probability Desk: can the world wire the future it has promised? Watch the five-minute film, then read the full scenario report.

UAO Editorial · Jun 6, 2026
The Probability Desk — 2026-06-05
The Probability Desk

The Probability Desk — 2026-06-05

The Hot-Jobs Trap: Will Warsh's Fed Cut at All in 2026? The Probability Desk · Friday, June 5, 2026 · Universal

UAO Editorial · Jun 5, 2026
The Probability Desk

The Probability Desk — June 4, 2026: The Reopening Question

Will the Strait of Hormuz return to 90% of normal flow by September? The Desk assigns a 55% base case to a fragile half-life, 25% tail to re-closure, and 20% upside to a clean reopening — against a market pricing calm at $97 Brent.

UAO Editorial · Jun 4, 2026
The Daily Brief

The morning briefing for the people who allocate long-horizon capital.

Research, charts, video and podcast analysis for the institutions investing at the scale of the world.