Mimir · Exposure intelligence

If you read it on Bloomberg,you're already late.

Mimir reads ships, planes, satellites, and ground sensors, then traces what they mean to the companies you actually hold. Every hop names its mechanism and carries its receipt.

Exposure pathT + 0h
Taiwan Strait transit spikeAIShourly rollup · z 2.7
via shipping laneBAIS transit dictionary · asserted 2026-05-12
TSMCfoundry
via sole-source foundryA20-F supplier disclosure · asserted 2026-03-04
NVDAyour holding
Lands on12.4%of your bookpath grade B weakest hop
illustrative composite · every edge in the live graph carries its own basis and date
10chokepoints watched
~30countries on GDELT watch
~60sfastest feed
4sensor classes
Mimir

Four feeds, one priority queue

The signals that move stocks before the print does.

Revenue follows physical activity by hours or days. Mimir watches the activity.

Maritime chokepoints
10 passages / hourly / AIS direct
SUEZHORMUZMALACCAPANAMABAB-EL-MANDEBBOSPHORUSTAIWANDANISH STRAITSLOMBOKCAPE
Geopolitical stress
GDELT / 30 countries / 5 categories / hourly
terrorinterstatecivil unresteconomicdiplomatic
Natural hazards
USGS / NASA FIRMS / NASA EONET / NOAA SWPC
quakes M≥4firesstormsspace weather
Live operational
ADS-B / N2YO / CISA KEV / GDACS
aircraftsatellitesjamming zonesknown exploits
SourceRefreshTicker mapFail mode
AIS vessel positionshourly rollupshippers, oil, container, dry-bulkpartial visible
ADS-B aviation (adsb.lol)~60 secondsairlines, lessors, MROfail-closed
USGS earthquakes~15 minutesfab regions, insurers, utilitiesfail-closed
NASA FIRMS fireshourlyutilities, insurers, agtoken-gated
GDELT eventshourlycountry → sector exposurepartial visible
N2YO satelliteshourly cachedefense, satcomCelesTrak fallback
NOAA space weather~hourlysatcom, grid, aviationfail-closed

“The print lags the physical signal by hours. Sometimes days. Mimir watches the source, not the wire.”

Why this exists

How a signal lands

One event, traced from sensor to ticker.

A Bab-el-Mandeb slowdown is not a headline. It's a vessel-count drop, then a transit-time spike, then a curated ticker fire. Mimir runs all three steps before the news cycle gets to step one.

  1. T + 0h
    AIS rollup detects anomaly

    Vessel count through Bab-el-Mandeb drops 38% below 14-day baseline. Northbound transits down sharper than southbound. Z-score 2.7.

    source · AIS hourly rollup · latency from satellite ping: ~12 min
  2. T + 0h
    Curated map fires

    The Bab-el-Mandeb → Red Sea routing dictionary maps the anomaly to specific tickers. Not a string match on "shipping" but a hand-built list of who actually transits this strait.

    Bab-el-Mandeb slowdownRed Sea reroute via Cape adds ~10 daysZIM · MAERSK-B · HAFNIA · EXPD
    mechanism · cited, expandable in-product, editable per user
  3. T + ~3h
    SIGINT rail re-sorts

    If your watchlist holds ZIM, this signal jumps to position #1. If you don't, it stays mid-rail. Same global feed, your priority order.

    surface · SIGINT priority queue · watchlist-aware
  4. T + 24h
    The wire catches up

    Reuters publishes "Houthi attacks disrupt Red Sea shipping." ZIM gaps up. You've been watching for a day.

    illustrative timeline · based on real Dec 2023 / Jan 2024 mechanism

The exposure graph

That path is one edge in a bigger graph.

Under the ranked feed sits a browsable ontology: sources connect to the mechanisms they trip, and mechanisms connect to the companies they move. Walk it in either direction, and every edge carries its receipt: the basis, the source, and the date it was asserted.

Trace any path
why-path / bitemporal as-of
shortest routeevery edge citedreplay a date
Flip to a company
aperture / one company, every angle
13F + ETF ownersinsider & political flowsupply chain
Size the hit
impact scenarios / revenue-at-risk
low / base / severeanalog movesnext print
Pin your own board
boards / the entities you follow
authorlive connectivityas-of reads
Atlas

Same intelligence, on a live map.

Browse instead of querying. Atlas is the map mode of Mimir: same feeds, same composite keys, different question. "What is happening, where" instead of "what is exposed in my book." Click any point on the map and you land back in Mimir with that signal pre-selected. And when separate anomalies line up, Atlas clusters them into a Situation, with the evidence trail that formed it.

Stacked corrugated shipping containers at night in thin mist, lit from the right by a single amber light
Illustrative composite · Atlas runs in-product as the map mode of Mimir

vs the alternatives

Three places retail traders look first. None of them watch the source.

Twitter / XBloomberg headline tickerNews terminals (RTRS, Benzinga)Mimir
Source of the signalWhoever posts firstReuters / wire desksWire feedSensors / sats / AIS
Median latency to eventHighly variableHours~Minutes after wire~minutes to ~1h, by feed
Ranked by your bookNoNoWatchlist filter onlyExposure-weighted
Mechanism citedNoBuried in bodyNo3-hop chain, editable
Fail modeEngagement baitBlack boxSilent dropFail-closed, visible
Annual cost$0 – $96$31,980$1,200 – $9,000$348 (Pro, $29/mo)

Competitor list prices retrieved 2026-07-08; Bloomberg list updated 2026-07-22.

Stop scrolling for the next disruption.

Mimir ranks it. Atlas shows you where. Both wired into your watchlist.

No portfolio, but a supplier and facility footprint? The same ledger runs against an operational book: supply chain risk.