3. Why am I here?
3
Everyone else was busy
Excuse to visit campus
Wouldn’t have finished my thesis if it weren’t
for Ellen
Follow and have worked in political risk
Helped managed election observation mission
in Liberia, November 2011
Currently, working at startup that uses
predictive analysis and temporal analytics
4. Fields of Reference
4
Multiparty Network
Political Risk
Negotiation Analysis
Social
Data
Media
Visualization
Analytics
6. 1. Definitions, Perspectives,& Watching
WHEN I USE A WORD IT
MEANS JUST WHAT I
CHOOSE IT TO MEAN —
NEITHER MORE NOR
LESS.
Humpty Dumpty in Lewis Carroll’s Through
the Looking Glass
7. Four Ways to Manage Info
7
Cultivate
Communica
Information Collect
te
Curate
8. Definitions
8
Fact: evidence used in report
Opinion: biased perspective
Data: quantity, number, sum
Information: relationships of facts
Intelligence: organized information
9. Perspective, Parsed
9
Point of
Perch Period Permanence
View
On the Short
Passage
Static or ground
dynamic
Medium
On the hill Phased
Long
Un/restricted
In the air Frequent
Far
12. Central to Elections
12
Campaigns
Voters Parties Candidates
Coalitions Supporters
Electoral Interest
Commission Groups
Influencers Media
Observers Civil Society
13. Characteristics and Categories
13
Large, Diverse
Voters
Dynamic, Polarized
Interest
Groups Coalitions
Parties
Discrete, Limited
Media
Candidates
Electoral Commission Observers
Civil Society Political Base
16. Seven Attitudes Towards Future
16
Providential: what will be will be
Conventional: tomorrow will be much like
today
Pessimism: decline from past ‘Golden Age’
Discontinuity: the future will be nothing like
the present
Optimism: faith in progress / technology cures
all
Unknowable: futile to attempt to go beyond
the present
Futurist: tempered optimism / the future is rich
with possibility resulting from human planning
and action
Source Prof. Howard F. DidsburyJr
17. Types of Political Risk
17
Governmental Political Governance
Confiscation Uncertainty Challenges
Discriminatory Operating Social
Regulation Restrictions Dynamics
18. How to Make & Falsify
18
Predictions
Probability
Time Range
Impact
19. 3. Case Study: Egypt
IF A MAN WILL BEGIN
WITH CERTAINTIES, HE
SHALL END IN DOUBTS;
BUT IF HE WILL BE
CONTENT TO BEGIN
WITH DOUBTS HE SHALL
END IN CERTAINTIES.
Francis Bacon
20. Time Window Analysis
History Watersheds
Milestones #Jan25 Parliamentary Elections
Past 5 3 Months 1 Month Up to
Run-up
Years prior following Today
20
21. Profile: Historic Milestones
Egyptian Gov’t As Opposition
President MB Threatens
Ongoing to Mubarak,
Obama’s Disruption of
Arrests of MB MB Backed
Cairo Speech Elections
Members by ElBaradei
Past 5 3 Months 1 Month Up to
Run-up
Years prior following Today
21
22. Watersheds pre-Jan25
3 Months 1 Month
Past 5 Up to
prior to following Run-up
Years Today
#Jan25 #Jan25
23. Watersheds post-Jan25
3 Months 1 Month
Past 5 Up to
prior to following Run-up
Years Today
#Jan25 #Jan25
28. What and How to Watch
Power Transitional Internal Foreign
Sharing Justice Dynamics Relations
Negotiations Amnesty for Brotherhood Trial of NGO
with Salafists generals Youth workers
Approval or
Drafting of Mubarak Coordination
delay of IMF
constitution trial/verdict with FJP
loan
East Asian
Legislation
foreign
passed
investment
28
29. 4. Online Tools: Whither Twitter?
ONCE WE GET OUT OF
THE '80S, THE '90S ARE
GONNA MAKE THE '60S
LOOK LIKE THE '50S.
Dennis Hopper in Flashback
30. Seismic Shift in Intelligence
30
Temporal Indexing of Web Enables Novel
Intelligence
31. Text Is Loaded with Temporal
Signals
31
“North Korea apparently began
pursuing a uranium enrichment Drought and malnutrition hinder next spring’s
program in 1996 at the latest” expansion plans in Kabul...
...In June, officials said the network
encryption was operational
“2012 is the year when China will export “...opposition organizers
more chemicals according to this source” plan to meet on Thursday
to protest...”
“ Dr Sarkar says the new facility will
be operational by March 2014...”
Unstructured text has analytic & predictive power.
32. Using Big Data for Prediction
32
Opportunities Challenges
33. New Tools: Electionista
33
web app for
monitoring elections
over Twitter across
110 different
countries in 58
languages
Tweets are
categorized
geographically and
cached so that
users can scroll
back
34. New Tools: WaPo Modifiable Model
34
Uses 3 variables:
% change in GDP
per capita from Q1
to Q3
Average Approval in
June, according to
Gallup
1 incumbent party
candidate is sitting
president, 0 if not
SOURCES: Seth Hill, postdoctoral associate at Yale University; John Sides, associate professor at George Washington University;
Lynn Vavreck, associate professor at UCLA; GRAPHIC: Jeremy Bowers, Emily Chow and Ezra Klein - The Washington Post.
37. New Tools: Yahoo Clues
37
How people search
Find most popular
search terms
Compare trends
between search
terms
38. New Tools: RF & Temporal
Analysis
Search through time Sentiment analysis
Temporal network analysis Temporal source scoring
38
39. Further Research for Twitter
39
Data
Sentiment analysis of
political tweets
Automatic detection of
propaganda and
disinformation
Automatic detection of
sock puppets
Credibility checking
Basic research on Twitter
demographics and
automatic profiling of users
with regards to
demographic attributes
Basic research on user
participation and self-
selection bias
40. 5. Temporal Vision
DISCOVERY CONSISTS
OF SEEING WHAT
EVERYBODY HAS SEEN
AND THINKING WHAT
NOBODY HAS THOUGHT.
Albert Szent-Gyorgyi
41. Temporal Vision
41
Hindsight Insight Foresight
• Reflect & Learn • Observe & Respond • Predict & Prepare
• Staring in Rear-View • Climb Ladder • Nobody is Wrong
Mirror Against Wrong Wall About Future
42. Insight from Big Data
42
Watch (signal)
Have expectations about what is being
watched (shift)
Know how is obscured (blindspot)
Identify out-of-the-ordinary happenings
(outlier)
Conceive of fast-moving, far-reaching events
(flashpoints)
Be able to correlate them with other interesting
observations (pattern)
Understanding IntellDefinition & PurposeApplicationProcess / CycleIntell FailuresMethodologies of Managing UncertaintyDivinationAlternative HistoryPolitical Risk AssessmentForecasting Scenario PlanningAnimalsTemporal Vision
Fact: event will happenData: event has happened X number of timesInfo: What does that event mean – how are they related?Intell: What will be done? Understand implications and impact
GovernmentElectoral CommissionI/NGOs
GovernmentElectoral CommissionI/NGOs
GovernmentElectoral CommissionI/NGOs
Near Term Future - Up to one year from nowShort Term Future - One - five years from nowMid-Term Future - Five - twenty years from nowLong Range Future - Twenty - fifty years from nowFar Future - fifty plus years from now
Gov’tConfis:Sudden Expropriation, Creeping Expropriation, NationalizationPolUncert: Domestic- Revolution, Civil War, Civil Unrest (riots, strikes, political rallies), Political Terrorism (national [rebellion], sub-national [insurrection],non-state [insurgency]),Targeted Attacks (sabotage, roadblocks, kidnapping of foreigners, critical infrastructure, cyberattacks)External – Armed Major Conflict, Low-Intensity/Minor Conflict, Non-violent Sanctions, Trade War, Refugee/Humanitarian Crisis, CyberattacksGov Chall:Institutions, Transition of Authority (elections, military coup, assassination, legitimacy), Rule of Law & CorruptionDiscrimReg: Adverse Tax changes, Government frustration/repudiation of contracts, partiality, investment restrictionsOper Restrict: Labor laws, Due diligence for local businesses and individuals, Bureaucratic ObstaclesSocDynam: Dom complexity, int’l boycott, CSR
T: 1/9P: Create categories of chrono zonesI: Difference b/w watershed and milestoneA: Be flexible
T: 1/21P: Focus on leadership’s big momentsI: Oppressed as civil society, opportunity for mainstream, consolidates after Jan25A: longview – what has driven previous inflection points?
T: 2/11P: Show 4 time windows, notable eventsI: 1) boycott, losing influence, US pushing? 2) stronger than ElBara, Clinton – MB involved 3) uncertainty abtperf in elections, + on econ policies 4) blocks protests, sack gov’t, peace treaty w/IsraelA: Focus on what is relevant – sentiment vs. momentum
T: 2/11P: Show 4 time windows, notable eventsI: 1) boycott, losing influence, US pushing? 2) stronger than ElBara, Clinton – MB involved 3) uncertainty abtperf in elections, + on econ policies 4) blocks protests, sack gov’t, peace treaty w/IsraelA: Focus on what is relevant – sentiment vs. momentum
T: 1/25P: How to quickly asses sources? Source mappingI: facilitate evaluation of authority, objectivity, coverage, and currencyA: Also can search just for prediction events https://www.recordedfuture.com/rf/s/5XzSUa
T: 2/24P: investigate last two years of peaks around sentiment – when did MB receive pos/neg attention?I: #Jan25 not a big moment; lots of mixed sentiment around entrance into parl election – political, econ implications of growing MB influenceA: again, focus on relevant metrics
T: 1/27P: Establish forward-look eventsI: Not all key dates are momentous & vice versa (e.g. holidays)A: Look for driving factors of shift in momentum
Unstructured text has analytic & predictive power.Time and temporal reasoning is central.
future is a repetition of the paststaring in rearviewfuture is extrapolation of presentclimb ladder leaning against wrong wallfuture will always be the final frontiernobody is wrong about the future