Prices before opinions
He reads markets the way cold systems are read: the order book, not the brochure. Where is the spread, where is the delay, who gets filled first, who pays for waiting. Do not ask what a program intends. Ask who gets paid, when, for what measurable event.
A market data commons — farm-gate, wholesale, and retail prices by product and market, with transport and fee breakdowns — turns rumor into arithmetic. When the spread exceeds a published threshold for four weeks, an automatic review opens with a dated remedy.
Research with the model shown
Every quantitative claim travels with four artifacts: data, method, assumptions, and limits. The calculation a non-expert can read, what was held constant, what would flip the conclusion, and where the model breaks.
No proprietary black boxes, no AI verdicts. Models flag — humans decide, under procedure, on the record.
Three measurable commitments
- 1. A public margin watch. Weekly prices for the 15 most-consumed products across major markets. First bulletin in 90 days, open data and SMS access in 180 days.
- 2. Reproducible research rule. Every published figure ships with definition, denominator, sample, formula, and known biases. Figures without methods are withdrawn until fixed.
- 3. Pay for outcomes. Shift qualifying budgets from activity reporting to verified outcomes within two years — published monthly, verified by independent samples.