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ELECTIONS ON THE
             GROUND AND IN THE
             AIR
#SSLBC2012   Comparing Perches and Perspectives
What’s Up?
2
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
Fields of Reference
4




                     Multiparty      Network
    Political Risk
                     Negotiation     Analysis

                              Social
                Data
                              Media
            Visualization
                             Analytics
Outline
5


    1.   Definitions, Perspectives, and Watching
    2.   Futures & Forecasting Methodologies
    3.   Case Study: Egypt
    4.   Online Tools: Whither Twitter?
    5.   Temporal Vision
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
Four Ways to Manage Info
7




                      Cultivate




         Communica
                     Information   Collect
            te




                       Curate
Definitions
8


       Fact: evidence used in report
       Opinion: biased perspective
       Data: quantity, number, sum
       Information: relationships of facts
       Intelligence: organized information
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
Engaging Elections
10


                              Campaigning




           Polling                                Monitoring




                Forecasting                 Analyzing
Primary Actors & Key
11
     Stakeholders

            Voters      Observers



                         Electoral
            Parties
                        Commission



           Coalitions   Influencers
Central to Elections
12



                                         Campaigns


             Voters        Parties       Candidates


           Coalitions                    Supporters

           Electoral       Interest
          Commission       Groups

           Influencers      Media


           Observers     Civil Society
Characteristics and Categories
13




     Large, Diverse
        Voters
                     Dynamic, Polarized
       Interest
       Groups         Coalitions

                        Parties
                                      Discrete, Limited
        Media
                      Candidates
                                      Electoral Commission   Observers

     Civil Society   Political Base
2. Forecasting Methodologies




           IT IS HARD TO MAKE
           PREDICTIONS,
           ESPECIALLY ABOUT THE
           FUTURE.
              Yogi Berra
Phillip K. Dick
15
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
Types of Political Risk
17




     Governmental      Political     Governance
      Confiscation    Uncertainty    Challenges


     Discriminatory    Operating      Social
      Regulation      Restrictions   Dynamics
How to Make & Falsify
18
     Predictions
            Probability


                             Time Range




                              Impact
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
Time Window Analysis


History                     Watersheds



Milestones         #Jan25           Parliamentary Elections




  Past 5     3 Months    1 Month                     Up to
                                     Run-up
  Years        prior    following                    Today


                                                20
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
Watersheds pre-Jan25




             3 Months    1 Month
    Past 5                                    Up to
              prior to   following   Run-up
    Years                                     Today
              #Jan25      #Jan25
Watersheds post-Jan25




            3 Months    1 Month
   Past 5                                    Up to
             prior to   following   Run-up
   Years                                     Today
             #Jan25      #Jan25
Evolution: Political Landscape




               Source: Arabist.net   24
Change in FJP Composition

Creation of FJP & Before   After Elections
  Elections




                                   25
When to Watch
Mid-April: Candidacy Registration Period Mid to Late June: anticipated elections




                                                                         26
Time-Textured January 2012




 Forecast – 6 Weeks Prior




                        Actual – 4 Weeks During




                                                  Revised – 6 Weeks After
                                                           27
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
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
Seismic Shift in Intelligence
30



       Temporal Indexing of Web Enables Novel
                     Intelligence
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.
Using Big Data for Prediction
32



             Opportunities   Challenges
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
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.
New Tools: Google Portal
35
New Tools: Google Portal
36
New Tools: Yahoo Clues
37


                       How people search
                       Find most popular
                        search terms
                       Compare trends
                        between search
                        terms
New Tools: RF & Temporal
Analysis
  Search through time       Sentiment analysis




Temporal network analysis   Temporal source scoring




                                            38
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
5. Temporal Vision




            DISCOVERY CONSISTS
            OF SEEING WHAT
            EVERYBODY HAS SEEN
            AND THINKING WHAT
            NOBODY HAS THOUGHT.
              Albert Szent-Gyorgyi
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
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)
Thank You!
43

     E: munish@recordedfuture.com
     T: @whypurifly @politicalrisk
     L: linkd.in/munish
NOBODY IS WRONG
ABOUT THE FUTURE AND
EVERYBODY IS WRONG
ABOUT THE PAST.
Munish Puri

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Election Perspectives: Comparing Views from the Ground and Air

  • 1. ELECTIONS ON THE GROUND AND IN THE AIR #SSLBC2012 Comparing Perches and Perspectives
  • 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
  • 5. Outline 5 1. Definitions, Perspectives, and Watching 2. Futures & Forecasting Methodologies 3. Case Study: Egypt 4. Online Tools: Whither Twitter? 5. Temporal Vision
  • 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
  • 10. Engaging Elections 10 Campaigning Polling Monitoring Forecasting Analyzing
  • 11. Primary Actors & Key 11 Stakeholders Voters Observers Electoral Parties Commission Coalitions Influencers
  • 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
  • 14. 2. Forecasting Methodologies IT IS HARD TO MAKE PREDICTIONS, ESPECIALLY ABOUT THE FUTURE. Yogi Berra
  • 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
  • 24. Evolution: Political Landscape Source: Arabist.net 24
  • 25. Change in FJP Composition Creation of FJP & Before After Elections Elections 25
  • 26. When to Watch Mid-April: Candidacy Registration Period Mid to Late June: anticipated elections 26
  • 27. Time-Textured January 2012 Forecast – 6 Weeks Prior Actual – 4 Weeks During Revised – 6 Weeks After 27
  • 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.
  • 35. New Tools: Google Portal 35
  • 36. New Tools: Google Portal 36
  • 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)
  • 43. Thank You! 43 E: munish@recordedfuture.com T: @whypurifly @politicalrisk L: linkd.in/munish
  • 44. NOBODY IS WRONG ABOUT THE FUTURE AND EVERYBODY IS WRONG ABOUT THE PAST. Munish Puri

Editor's Notes

  1. Understanding IntellDefinition & PurposeApplicationProcess / CycleIntell FailuresMethodologies of Managing UncertaintyDivinationAlternative HistoryPolitical Risk AssessmentForecasting Scenario PlanningAnimalsTemporal Vision
  2. 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
  3. GovernmentElectoral CommissionI/NGOs
  4. GovernmentElectoral CommissionI/NGOs
  5. GovernmentElectoral CommissionI/NGOs
  6. 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
  7. 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
  8. T: 1/9P: Create categories of chrono zonesI: Difference b/w watershed and milestoneA: Be flexible
  9. 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?
  10. 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
  11. 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
  12. http://www.arabist.net/blog/2011/11/13/mapping-egypts-political-parties.html
  13. 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
  14. 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
  15. 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
  16. Unstructured text has analytic & predictive power.Time and temporal reasoning is central.
  17. 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