6-2-2023 – Is It Realistic to Expect an Aggressive Drop in Inflation Through the End of 2023?

6-2-2023 – Is It Realistic to Expect an Aggre...

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Are Prediction Markets Legal? The Kalshi Lawsuit and What It Means for Investors

New York just sued prediction market platform Kalshi, calling it an illegal gambling operation — even as sophisticated traders pour into these markets using AI bots and advanced data strategies. We examine what prediction markets tell us about information pricing and whether they ...  Show more

The GLP-1 Ripple Effect: How Obesity Drugs Are Reshaping Logistics, Healthcare, and Supply Chains

The explosive growth of GLP-1 obesity drugs is creating a massive cold storage logistics boom, with FedEx, UPS, and DHL racing to build out healthcare supply chain capacity in a market they can't afford to miss. We explore the second and third-order investment opportunities that ...  Show more

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