Policy or event
What happened, and why does it matter?
Learn to follow an economic decision from the real world through construction, industries and companies—and into the markets it may affect.
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A headline is only the starting point. The useful work is tracing what changes next, who feels it, and which assets may be exposed.
What happened, and why does it matter?
Projects, spending, production and jobs.
Materials, equipment, energy and finance.
Who supplies, builds, funds or competes?
Shares, currencies, commodities and ETFs.
Move from a real-world event to a grounded market question. Each lesson builds on the one before it.
Separate what happened from the noise around it.
Ask how policy, spending and activity can change outcomes.
Map the materials, equipment and financing involved.
Identify businesses and assets connected to the chain.
Connect the evidence to stocks, FX, commodities and ETFs.
The lessons above teach the framework. These separate walkthroughs show how the Opportunity Mapper applies it—connecting an event and an asset to economic effects, industries, companies and markets.
See the method applied step by step, with each connection explained and stress-tested.
A guided tour of the tool and its research output.
Trace a real-world event through sectors and companies.
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