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.

Walter Farrer 1/8/24 Walter Farrer 1/8/24

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.

Walter Farrer 6/22/23 Walter Farrer 6/22/23

Pemex Governance: $150M Unaccounted

A complaint inside Pemex alleges roughly $150 million missing from the Campo Nejo development budget, drawing new scrutiny to the governance structure of PMI, the company’s most opaque subsidiary.

Walter Farrer 2/5/23 Walter Farrer 2/5/23

The Grey House, Revisited

New disclosures of Pemex Procurement International contracts tighten the timeline around the “Grey House” scandal, raising renewed questions about the overlap between Baker Hughes contracts and the Houston residence of the president’s son.

Walter Farrer 8/12/22 Walter Farrer 8/12/22

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.