Top 10 wins this year:
Colombian elections: +$57K cumulative
U.S. government shutdowns: +$57K cumulative
And throw in a random NCAA football game for good measure.
Kalshi really have their whole team posting corpo slop when they know very well that people make election bets based on what the media reports and what the polls say 🤣
Re: Iran
I haven't traded Iran-related markets in a while, but I've been keeping a close eye on the news.
Tell me I'm wrong, but I think the odds of the blockade ending this week (before Oct. 31) are a bit undervalued.
All signs point toward negotiations, whether in the Middle East or with Russia tomorrow.
If Trump wants to make a dramatic move before the midterms, this is his window. Even a short-term deal wouldn't stop him from bombing Iran later. And if there's one thing we know about Trump, it's that he's not afraid to pull the trigger (for a deal or take action).
I guess we'll find out this week.
My thesis for the upcoming Brazilian elections is simple. If Flavio Bolsonaro wins, he can free his father. If he loses, he'll have to call Lula his new daddy. 🇧🇷
🇧🇷🗳️Does Lula still have a chance?🐾🧵
Before October 4, every major poll had Lula ahead, the polls missed the gap by 3 to 5 points toward Lula.
However since the first round AtlasIntel cross-tabulates voting intention against what each respondent actually voted on October 4, and very likely weights by that vote.
If the official result is already inside the weighting, subtracting the miss again would count it twice. This is the single most important assumption I introduced to my model, and we say so up front.
Présidentielle 2027
Les sondages se suivent et confirment l'atonie du bloc central et de la droite : la qualification au second tour s'éloigne....
Certains estiment qu'une primaire Philippe Attal Retailleau est désormais "inéluctable" et serait la seule perspective