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Dive into a collection of past posts and rediscover timeless content.
Daily Bulletin - 16-0, 24/7, and the $7 Million Put Option

Daily Bulletin - 16-0, 24/7, and the $7 Million Put Option

Indiana defies history, the NYSE defies sleep, and why a Super Bowl ad is really just a distressed asset waiting to be shorted.

Jan 20, 2026

Alpha Alert - The flattest month for gas prices = your edge

Alpha Alert - The flattest month for gas prices = your edge

Seasonal patterns, stable crude point to mispriced odds on Kalshi's gas contract.

Jan 19, 2026

Daily Bulletin - Indiana > Miami (and other Monday dislocations)

Daily Bulletin - Indiana > Miami (and other Monday dislocations)

From record-breaking silver prices to a National Championship that defies logic

Jan 19, 2026

Daily Bulletin - Flight to Funk, Arctic Real Estate, and Valuation Concerns

Daily Bulletin - Flight to Funk, Arctic Real Estate, and Valuation Concerns

Geopolitics is messy and tech is shaking, so we’re hedging with the only sure thing on the board: 70s-style disco funk

Jan 17, 2026

Daily Bulletin - Trump cools on Iran & Supreme Court Silence

Daily Bulletin - Trump cools on Iran & Supreme Court Silence

President Trump offered a brief respite for commuters by cooling his rhetoric on Iran, sending oil tumbling back to $60

Jan 15, 2026

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