S&P7,747.7+1.06%

Nasdaq29,482.3+1.16%Stoxx6,382.6+0.32%FTSE10,831.5+0.70%Nikkei64,796.3+0.91%Hang Seng25,752.9+2.14%DXY99.00+0.01%EUR/USD1.1627+0.36%USD/JPY156.38−1.60%GBP/USD1.3527+0.32%Gold4,519.1+0.61%Silver67.37+0.59%WTI91.95+0.71%Brent95.89+0.39%10Y4.76%−3 bpVIX14.32−5.79%S&P7,747.7+1.06%Nasdaq29,482.3+1.16%Stoxx6,382.6+0.32%FTSE10,831.5+0.70%Nikkei64,796.3+0.91%Hang Seng25,752.9+2.14%DXY99.00+0.01%EUR/USD1.1627+0.36%USD/JPY156.38−1.60%GBP/USD1.3527+0.32%Gold4,519.1+0.61%Silver67.37+0.59%WTI91.95+0.71%Brent95.89+0.39%10Y4.76%−3 bpVIX14.32−5.79%S&P7,747.7+1.06%

Hypotheses

Hypotheses

Friday 4 September · London & New York

Each one sits on a thesis. The date is when it gets graded. They are not calls.

The bow of a tanker at a port in low sun. — Tanker bow at the port.

Thesis

Can the next Pacific cargo win the coast?

Can the next Pacific cargo win the coast?

605 sessions to 31 DecA year of regular Canadian cargoesA named Canadian west-coast LNG project posts a year of regular cargoes, not a ceremonial first ship, by 31 Dec 2028.Open.

Resolved

What already closed.

Nothing has closed yet.

The first claims were published on 22 August 2026. The gold and volatility test is due on 4 September 2026.