We're launching Polymarket Institutional Research: original research built on our markets, direct from the Institutional Desk.
Our first issue looked at Anthropic's valuation strip and whether the right tail is underpriced. Last week, we turned to the Strait of Hormuz, where traders price a 62% chance of normalization by the end of the year, and what that implies for the spread between Brent and WTI.
New issues every week. Read both and sign up for access to all future issues below 👇
https://t.co/JSob1zxP2G
JetBlue is in a tough spot: $9.3B in debt, a CCC credit rating, and rising fuel, engine, and weather headwinds.
On Polymarket, the odds of a bankruptcy by the end of 2026 sit around 5%, but is that being underpriced?
Read this week's Institutional Research:
https://t.co/XTq2eC7WbL
Christine Lagarde insists she is not leaving the ECB. Jon Turek isn’t convinced.
Polymarket prices an early-exit announcement by year-end at ~20%. This week's issue makes the case that it's closer to 80%.
Read this week's Institutional Research:
https://t.co/mPlFexWe5T
The Hormuz Reopening Gap: the latest from our Institutional Research desk.
Reopening odds have faded from ~90% to the mid-50s.
Here's the trade 📉
https://t.co/hkp8U78Z13
Issue 01: Introducing Polymarket Institutional Research
We read Polymarket's markets as a live options strip on Anthropic's valuation, and ask whether the right tail is underpriced.
https://t.co/yEQPuOsD52
We're launching Polymarket Institutional Research: original research built on our markets, direct from the Institutional Desk.
Our first issue looked at Anthropic's valuation strip and whether the right tail is underpriced. Last week, we turned to the Strait of Hormuz, where traders price a 62% chance of normalization by the end of the year, and what that implies for the spread between Brent and WTI.
New issues every week. Read both and sign up for access to all future issues below 👇
https://t.co/JSob1zxP2G