@ianbremmer ianbremmer
Geopolitical risk analyst delivering original macro frameworks, not market trade calls
Provides real-time geopolitical analysis and macro-regime fr
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
This author is not making ticker calls or disclosing trades; the window is entirely geopolitical macro around Iran, Hormuz, oil-flow risk, and U.S.-Iran diplomacy. Their distinctive read is that reopening Hormuz is the best practical off-ramp, but the war still represents a major failure with unresolved regional and nuclear-negotiation risks. Late-week posts whipsaw between a reported Hormuz closure threat and a later note that no evidence of closure reduces supply-risk fears.
No ticker-level trading conviction appears in the input, and there are no adds, trims, exits, or position disclosures. The author stays concentrated on Iran-Hormuz macro risk, balancing de-escalation hopes around reopening the Strait with repeated skepticism about the deal, war outcomes, and nuclear-talk prospects. Concentration is total at the macro level rather than pump-risk in any single security.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-29 | · | @ianbremmer | · | Calls a top in US/Trump-related global risk, a macro risk framework. | · | tweet ↗ |
| 2026-06-25 | · | @ianbremmer | · | Reports Venezuela GDP has shrunk 80% since 2013 and state capacity is minimal. | · | tweet ↗ |
| 2026-06-23 | · | @ianbremmer | · | Constructive macro framing that Europe is more resilient than expected despite problems. | · | tweet ↗ |
| 2026-06-23 | · | @ianbremmer | · | Macro framework argues EU appeal is stronger because focus is now on who wants to join. | · | tweet ↗ |
| 2026-06-23 | · | @ianbremmer | · | Reports DRC recorded over 1,000 Ebola cases in first month, exceeding previous African outbreaks. | · | tweet ↗ |
| 2026-06-23 | · | @ianbremmer | · | Says Iran deal is preferable to blockade or military escalation over oil. | · | tweet ↗ |
| 2026-06-22 | · | @ianbremmer | · | Argues Trump's maximum-pressure approach failed against Iran and China, weakening perceived US leverage. | · | tweet ↗ |
| 2026-06-22 | · | @ianbremmer | · | Compares China rare earths and Iran's Hormuz leverage as critical chokepoints prompting global workaround efforts. | · | tweet ↗ |
| 2026-06-22 | · | @ianbremmer | · | Reports a Lebanon war deconfliction mechanism involving Iran, US, Qatar, Pakistan and Lebanon, excluding Israel. | · | tweet ↗ |
| 2026-06-22 | · | @ianbremmer | · | Cites Hebrew University poll that 92% of Israelis believe Iran won the US/Israel war. | · | tweet ↗ |
| 2026-06-20 | · | @ianbremmer | · | No evidence Strait of Hormuz is closed reduces geopolitical supply-risk fears. | · | tweet ↗ |
| 2026-06-20 | · | @ianbremmer | · | Iran military HQ statement says Strait of Hormuz will be closed to vessel passage. | · | tweet ↗ |
| 2026-06-19 | · | @ianbremmer | · | Author calls Iran war a major foreign-policy failure, implying elevated geopolitical risk. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.