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Crisis Lighthouse
What holds value when the world shifts?

Crisis scenario guides

Every crisis rearranges the financial world in its own way — but rarely in a brand-new way. These guides walk through what each type of shock has historically meant for stocks, property, commodities, bonds and cash, with the episodes that taught investors those lessons.

Each guide ends with a one-click link that loads the scenario into the interactive dashboard, so you can see the full asset-by-asset picture and adjust the severity yourself.

⚔️
War & geopolitical conflict
Defence, gold and oil versus airlines and risk assets — from the 1973 embargo to Ukraine 2022.
📉
Recession & credit crunch
Why government bonds and staples shine while banks, luxury and junk bonds struggle — lessons of 2008.
🌪️
Natural disaster & climate shock
Destruction, then reconstruction: Katrina, Fukushima and the strange economics of rebuilding.
🦠
Pandemic & health crisis
COVID-19's 23-day crash, negative oil, the stay-at-home trade and the office-property hangover.
💸
Inflation surge
The 1970s and 2022: why bonds and cash quietly lose, and what "real assets" really means.
🛢️
Energy shortage
Oil embargoes and gas crises: producers boom, energy-hungry industries and airlines pay the bill.

Remember: these guides describe historical tendencies, not predictions. Every crisis has features nobody modelled in advance — that is rather the point of the word.