PRR Case Studies

Case Studies

Famous events, replayed through the PRR framework. For each, what PRR would have led you to expect — and what actually happened on the day.

Featured

More events, replayed

Tech Transfer · 7 Oct 2022

Chip Export Controls

Who the tech war actually moved — far beyond chipmakers.

↑ Ultra Clean · +10%↓ Sibanye · -13%
Military Conflict · 7 Oct 2023

The October 7 Attack

The shock that reset Middle East risk overnight.

↑ Cameco · +14%↓ Silicon Labs · -15%
Nationalization · Apr 2023

Chile Nationalizes Lithium

Who a resource grab actually hits.

↑ Sigma Lithium · +5%↓ International Seaways · -12%
Market Dislocation · 10 Mar 2023

The SVB Collapse

When correlations went to one — except where they didn’t.

↑ Genesis Minerals · +29%↓ Mineral Resources · -21%
Regulatory Change · Dec 2024

U.S. Blocks Nippon Steel

When Washington reached into a cross-border deal.

↑ Am. Superconductor · +29%
Supply-Chain · Mar 2021

Ever Given / Suez

~12% of global trade, stopped.

↑ Adani Ent. · +34%
Infrastructure Failure · 14 Sep 2019

The Abqaiq Strike

5% of world oil supply, gone in a day.

↑ Sibanye · +47%↓ Petra Diamonds · -15%
Sovereign Crisis · 15 Jul 2016

Turkey Coup Attempt

A state of emergency and a lira shock.

↑ NMDC · +12%↓ Landstar · -4%
Capital Controls · 8 Nov 2016

India Demonetization

86% of the cash, voided overnight.

↑ Powell · +0%↓ Jubilee · -5%