Sovereo Wealth Report
Where capital is moving, where nations are building, and where the openings are. Read from the primary record: filings, registries, permits, auctions, contracts and central bank data, with Latin America as the lead region.
What does the Sovereo Wealth Report answer?
The Sovereo Wealth Report answers three questions each quarter, from primary public records.
How is it different from annual wealth reports?
Annual wealth reports count the stock of wealth. The Sovereo Wealth Report reads movement: the filings, permits and contracts that show where money is going now.
| Typical annual wealth reports | Sovereo Wealth Report | |
|---|---|---|
| Measures | The stock of wealth: how many wealthy people, where they live, what they own | Movement: which records show money, permission and influence moving now |
| Built from | Surveys, models and adviser panels | Primary public records, each claim dated and linked |
| Frequency | Once a year | Every quarter, with a weekly desk note behind it |
| Emerging markets | Usually country or regional totals | Country registries read in Spanish and Portuguese |
| Accountability | Track records rarely published | Every forecast dated, probability stated, scored in public |
How does Sovereo connect the dots?
One record rarely tells you much. A company that raises money in one country, registers a branch in another, applies for a permit and hires a lobbyist in Washington is telling you something. Each quarter the report traces organizations across independent records (securities filings, company registries, permits, procurement, lobbying and foreign agent registrations, corporate ownership links) and shows every link so you can check it. A connection is a pattern in public records, never an accusation.
What is in each edition?
Each edition runs 40 to 50 pages in ten parts. The executive summary and the scorecard are free. Read a sample.
- Executive summaryFreeThe quarter in five judgments, one chart, what changed since the last edition.
- Key judgmentsSix to ten dated forecasts, each with a probability and a resolution rule.
- Where money is flowingPrivate raises, stakes and control, listings, insider buying, positioning, cross-border flows, development and state capital.
- Where nations are buildingEight capacities across Brazil, Mexico, Colombia, Chile, Peru and Argentina, then the wider G20 where data allows.
- Where the openings areFour to six opening files in the deal-maker format, each with its trigger, what kills it and a dated probability.
- Quarterly investigationOne subject taken to the primary record. First candidate: the trade-for-investment model behind chip plants in Arizona, and who copies it next.
- Capitol Signal and policy riskDisclosed trades by members of Congress and senior officials, set against their committees. A flag is a signal, never an accusation.
- Risk registerWhat would change the view, and the signal we watch for each.
- ScorecardFreeEvery prior forecast, resolved or open, with hit rate and Brier score.
- Method and source annexEvery source with its status: running, read by hand, or pending.
Which national capacities does it score?
It scores eight capacities that show whether a nation is building: each is marked building, holding or eroding, with the evidence.
How is the research verified?
Every claim is checked against its primary source, every number is recomputed, and every forecast is scored in public.
Primary sources first
Filings, registries, gazettes, auctions and official statistics. Secondary reporting is used only to locate a primary record.
Every number checked
Figures are recomputed from the source. Conflicts between sources are stated, not resolved by preference. What cannot be verified is left out and listed.
Scored in public
Forecasts carry a date, a probability and a resolution rule, and are scored on the Forecast Ledger.
No side taken
The same method for every government, party and company. General research, not investment, legal or tax advice.
Questions
Who is it for?
Family offices, private investors and companies that make cross-border decisions, with Latin America as the lead region.
When is the first edition?
The first edition covers the fourth quarter of 2026 and is scheduled for January 2027. Our collection began in late October 2026, so the first edition will say how much of the quarter it covers.
How do I get it?
Join below for the free daily SITREP and first notice when the Wealth Report opens. Firms that want the full report or a briefing can contact us.
Is this investment advice?
No. It is general research. It describes what is happening, who it affects and what would change the picture. Your decisions stay yours.
Get first notice of the first edition
Join the free daily SITREP. You will hear first when the Wealth Report opens, and see the deals we track as they move.
See the method in action: the Deal Ledger