The World’s First Truly Predictive Markets Intelligence Briefing.

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Every day, billions of dollars flow through markets that trade not assets, but events.
From elections and policy decisions to tech breakthroughs and global crises, prediction markets are transforming the way we understand probability, sentiment, and truth.

Payrolls Break | Stocks Still Rally | Fed Hike Odds Fall | The Weak Number the Tape Wanted

Aug 7, 2026

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4 min read

Payrolls Break | Stocks Still Rally | Fed Hike Odds Fall | The Weak Number the Tape Wanted

The economy lost 23,000 jobs. Unemployment fell for the wrong reason. September hold odds jumped. Software and Airbnb carried the bid.

Bo Nichols, +1

Layoffs Fall to a Two-Year Low | ADP Ran at Half Speed | Iran Puts a Toll on the Strait | The Jobs Number Both Fed Camps Can Claim

Aug 7, 2026

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5 min read

Layoffs Fall to a Two-Year Low | ADP Ran at Half Speed | Iran Puts a Toll on the Strait | The Jobs Number Both Fed Camps Can Claim

Challenger counted 33,429 July job cuts, the fewest in two years. Claims held at 199,000. Kalshi puts an 80,000 payroll near 30%.

Bo Nichols, +1

Memory Beats and Still Sells | Oil Takes Back the Deal | Dow Breaks Lower | The Forward Half the Tape Would Not Buy

Aug 6, 2026

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5 min read

Memory Beats and Still Sells | Oil Takes Back the Deal | Dow Breaks Lower | The Forward Half the Tape Would Not Buy

SanDisk and Western Digital beat and fell. Oil rose on tougher Hormuz terms. Dow lost 504 points. The S&P 8,000 trade stayed alive.

Bo Nichols, +1

Memory Prints Its Best Quarter | Korea Trips a Sell Sidecar | Cook Is Prepared to Act | The Two Thirds That Came From Price

Aug 6, 2026

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4 min read

Memory Prints Its Best Quarter | Korea Trips a Sell Sidecar | Cook Is Prepared to Act | The Two Thirds That Came From Price

SanDisk grew revenue 372% and fell. Western Digital beat, guided higher, fell about 13%. Gold cleared $4,300.

Bo Nichols, +1

Nvidia Gets the Order | AMD Loses the Beat | Services Keep Prices Hot | The Rally That Split at the Customer

Aug 5, 2026

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4 min read

Nvidia Gets the Order | AMD Loses the Beat | Services Keep Prices Hot | The Rally That Split at the Customer

Nvidia rose as SpaceX chose its chips. AMD beat and fell. ADP printed 44,000. ISM services prices stayed above 70.

Bo Nichols, +1

AMD Beats and Falls | Musk Picks Nvidia | SpaceX Spends Twice Its Revenue | The Customer Was on the Other Call

Aug 5, 2026

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4 min read

AMD Beats and Falls | Musk Picks Nvidia | SpaceX Spends Twice Its Revenue | The Customer Was on the Other Call

AMD beat revenue, earnings and the guide, then lost nearly 9%. Margin held at 56%. A major buyer picked Nvidia.

Bo Nichols, +1