Perspectives
Intelligence and observations from The Intelligence Research Desk at GO PRIVATELY LLC, curated for those who operate in complex environments.
Perspectives is the public expression of our private advisory discipline. These notes are written for principals, families, family offices, and organizations that operate in complex environments and value judgment before movement.
Mexico One Week Later: What the Stabilization Data Actually Shows
One week after the CJNG leadership event, the stabilization data tells a clearer story than the headlines. Destination by destination, this is what has steadied and what still warrants attention through April.
Mexico in the First 42 Hours: A Real-Time Intelligence Assessment
A real-time intelligence assessment from inside the crisis window. What is true right now, what is not yet known, and what businesses and travelers need to do in the next seventy-two hours.
The Huachicol Economy
A five‑year examination of Mexico’s fuel‑theft economy linking the Carmona network, the Altamira maritime operation, and the ANAM allegations into a single governance pattern shaping risk for private capital.
The Lady D Case
Allegations surrounding Diana Foullon Gómez — known publicly as “Lady D” — place the evolving architecture of Mexico’s fuel‑theft economy inside the National Customs Agency itself. The case illustrates how the Huachicol network continues to adapt, shifting across ports, institutions, and political relationships while preserving its underlying operating model.
Huachicol by Sea
A year‑long pattern of tanker arrivals at the Port of Altamira suggests that Mexico’s fuel‑theft economy may have shifted from border crossings to a centralized offshore import route.
Mexico City's Attorney General Vote
A failed vote to ratify Mexico City’s Attorney General followed threats, armed intimidation, and intense political pressure, offering a rare look at the mechanisms used to shape legislative outcomes in Mexico’s capital.
The King of Huachicol
The 2021 assassination of fuel-trafficking financier Sergio Carmona exposed a network linking Mexico’s huachicol economy, ruling‑party political financing, and the expanding institutional power of the armed forces.