From Analysis to Alpha: Can Geopolitical Deep-dives Become a Systematic Signal?

Feasibility assessment of a permanent geopolitical trade pipeline for Obegi Capital
12
Agents Used
~2.6M
Tokens Consumed
~$18
Est. Cost (Claude Code)
~90 min
Total Duration

Iran Deep-dive: Agent Architecture

The Iran war deep-dive was built using 12 AI agents across 3 waves: 6 parallel research agents, 3 review agents, and 3 build agents. Hover over nodes for token and search counts.

Quality Assessment

Post-hoc audit of the Iran deep-dive output. Every issue found was correctable. No fundamental methodology failures.

AspectVerdictDetail
Source diversityStrong50 sources across 10+ categories (think tanks, non-Western media, IAEA, markets)
ObjectivityStrongExplicit 'other side' on every page; acknowledged Iran provocations
Scenario analysisStrong6 probability-weighted scenarios with historical parallels
Market thesisStrong7-point evidence chain with source links for each claim
Executive summaryFixedInitially an intro (weak); rewritten as 6 numbered conclusions
Timeline chartFailedDate-type x-axis clustered 4 events at right edge; required categorical fix
Position sizingGapHad tickers but no specific allocations; added in Trades page
Crude oil priceFixedInitially fabricated $105; corrected to actual ~$83 with sources

Summary

This report was built in ~90 minutes using 12 AI agents. The Iran war deep-dive produced a 10-page analytical report with 50+ cited sources, 6 probability-weighted scenarios, and specific trade recommendations with position sizing. The question this feasibility report answers: can this process become a permanent, systematized pipeline that runs autonomously?