IR-010 Country Analysis Panama
Panama $300K Qualified Investor Visa sunsets Oct 15 2026, Private Interest Foundation, Canal funds the Treasury, dollar since 1904.
Intelligence Research Reports
What do you actually do when this moves? Government-sourced scenario analysis for Intelligence subscribers.
Series 2 - The Country Guides
In progress
IR-009 Country Analysis El Salvador
Eight reports. The scenario framework, plus two countries. This report is the third country guide. El Salvador. Permanent territorial tax on foreign income. The Pacific surf coast at half the price of Costa Rica.
IR-008 Country Analysis Turkey
Seven reports. The scenario framework, plus the first country. This report is the second country guide. Turkey. Twenty years zero tax on foreign income. The Turkish Riviera at one-third the price.
IR-007 Country Analysis Vietnam
Six reports. The scenario framework. This report begins the deployment framework. Vietnam first. The pre-event lever IR-006 named, costed move by move, with what each buys you the day the event lands.
Series 2 Roadmap
- IR-007 Vietnam
- IR-008 Turkey
- IR-009 El Salvador
- IR-010 Panama
- IR-011 Paraguay
- IR-012 Georgia
One report per week. Pre-event positioning + post-event deployment for each jurisdiction. Five-currency view throughout.
Series 1 - The Scenarios
Complete · six reports
IR-006 The Multi-Currency Event
Five reports. One scenario each. The infrastructure described. This report covers what happens when the trigger does not move just one currency, but all of them.
IR-005 The Handover
The banking system is not freezing. It is being handed over. GENIUS Act, Trump Accounts, Gold Card, Basel III. The documented transition.
IR-004 The Structures They Won't Mention
There are two kinds of structures nobody in your financial life will bring up. The first kind can take your money. The second kind can protect it.
IR-003 The Dollar Erosion
Your windfall lands in a currency that has lost 25% since 2020. The OECD says it is getting worse. Five currencies. Five conversion scenarios. The measuring stick is shrinking.
IR-002 The Long Wait
I hope this is this week. But hope is not a plan. Gold is repricing. Doors are closing. Trust windows are expiring. Here is what preparation actually looks like.
IR-001 The Clean Path
IQD revalues. USD holds. You receive a windfall. Do you know what your government does to it the second it lands? Five countries. Five tax outcomes. One playbook.