Course Content
Phase 5:The Capstone (The Million Dollar Audit)
We tell the story of Sholto David not as a "news story," but as a Case Study in Tradecraft. He used the exact skills we just taught (Visual Forensics, Source Verification, Institutional Audit) to expose a massive lie and get paid for saving the taxpayer money.
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TRADECRAFT: The Intelligence Analyst’s Guide to the Internet

TRADECRAFT: The Denominator Blindspot

The Concept

You can tell a lie without ever saying a false number. All you have to do is pick the right Denominator.

  • The Numerator is the thing you are counting (Deaths, Crimes, Dollars).

  • The Denominator is the context (Per Year? Per Person? Per Mile?).

If you want to make a problem look huge, use Total Numbers. If you want to make a problem look tiny, use Per Capita or Percentages.


CASE STUDY 1: The “Safest” Way to Travel

How to use math to prove that Hot Air Balloons are safer than Cars.

The Data: | Transport Mode | Total Deaths (Annual) | Deaths Per Million Miles | | :— | :— | :— | | Cars | 1,350,000 | 0.45 | | Hot Air Balloons | 20 | 40.0 |

The Spin:

  • The Lobbyist: “Hot Air Balloons are the safest transport on earth! Only 20 people died last year, compared to 1.35 MILLION in cars. Cars are mass murderers!”

    • Trick: Uses Total Numbers (ignoring that billions of people drive, and almost nobody flies balloons).

  • The Safety Inspector: “Hot Air Balloons are a death trap! For every mile you travel, you are 88 times more likely to die in a balloon than in a car.”

    • Trick: Uses Per Mile (highlighting the technical danger).

The Verdict: Always ask “Compared to what?”


CASE STUDY 2: The “Murder Capital” Trick

How politicians manipulate crime stats.

The Data:

  • City A (Metropolis): 500 Murders. Population: 10 Million.

  • City B (Small Town): 10 Murders. Population: 10,000.

The Spin:

  • Headline 1: “METROPOLIS IS A WARZONE! 500 Dead! 50x more killings than Small Town!”

    • Reality: In Metropolis, your chance of being killed is 1 in 20,000.

  • Headline 2: “SMALL TOWN MURDER EPIDEMIC! Residents are 20x more likely to die here than in Metropolis!”

    • Reality: In Small Town, your chance of being killed is 1 in 1,000.

The Verdict: Totals measure impact (how busy the morgue is). Rates measure risk (how safe you are).


CASE STUDY 3: The “Bacon Panic” (Relative vs. Absolute)

How health news scares you for clicks.

The Scenario: A study shows bacon causes cancer.

  • Non-Bacon Risk: 5 people in 100 get cancer (5%).

  • Bacon Risk: 6 people in 100 get cancer (6%).

The Spin:

  • The Clickbait: “Bacon increases cancer risk by 20%!”

    • (True: 6 is 20% higher than 5).

  • The Doctor: “Bacon increases your risk by 1 percentage point.”

    • (True: 5% to 6% is a +1 difference).

The Verdict: Whenever you see a “Percentage Increase” (Relative Risk), ask for the Absolute Numbers. A “50% increase” in a 1-in-a-billion risk is still irrelevant.


LAB EXERCISE: The “Headline Audit”

Task: Find a scary headline today involving a number.

  1. Identify the Denominator: Is it a Total Number? (e.g., “$50 Billion lost!”).

  2. Flip It: Calculate the other statistic.

    • If it says “$50 Billion,” ask: “What percentage of the budget is that?” (Often it’s 0.1%).

    • If it says “Crime up 100%,” ask: “Did it go from 1 crime to 2?”

  3. The Result: If the flipped number isn’t scary, you are being manipulated.

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