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Oliver Buchannon
Bo Nichols
Dow Crosses 50K Blind | Shutdown Round Two at 75% | Data Void Already Filled

Feb 9, 2026

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11 min read

Dow Crosses 50K Blind | Shutdown Round Two at 75% | Data Void Already Filled

Dow crossed 50K without a jobs report. Kalshi holds Fed pause above 80% on $78M. China sells Treasuries while Polymarket prices a Trump visit by April at 84%.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
Shutdown Odds Doubled. Markets Looked the Other Way.

Feb 6, 2026

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11 min read

Shutdown Odds Doubled. Markets Looked the Other Way.

DHS funding expires next week and Polymarket sees 65% shutdown. VIX jumped 16% on tech earnings. The fiscal cliff hasn't even registered.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
The Answers Arrived Before The Money

Feb 5, 2026

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10 min read

The Answers Arrived Before The Money

Prediction markets closed every open question this week. Traditional assets are still debating.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
Political Risk | Volatility Blind Spot | Dollar Repricing

Feb 4, 2026

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10 min read

Political Risk | Volatility Blind Spot | Dollar Repricing

The VIX said calm. Gold said panic. Prediction markets said the dollar would surge three days before traditional indicators caught up. Here's what happened.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
Shutdown Odds Collapsed While Sunday Shows Still Debated the Crisis

Feb 3, 2026

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11 min read

Shutdown Odds Collapsed While Sunday Shows Still Debated the Crisis

Prediction markets showed over 90% quick resolution while coverage framed gridlock. Tuesday's vote was theater.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
Oil Crashed Before Markets Opened. Prediction Markets Knew Why.

Feb 2, 2026

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10 min read

Oil Crashed Before Markets Opened. Prediction Markets Knew Why.

Iran Odds Fell First. Oil Fell Next. Iran strike pricing reset over the weekend, oil opened down, gold and silver kept sliding.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
Two Political Shocks. One Quiet Market.

Jan 30, 2026

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10 min read

Two Political Shocks. One Quiet Market.

Shutdown odds swung 70 points. Fed Chair odds locked in before sunrise.. Stocks barely reacted.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
The Shutdown Threat Is Fading Fast

Jan 29, 2026

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10 min read

The Shutdown Threat Is Fading Fast

Stocks near records, deadline hits Friday, Congress stayed gridlocked, shutdown odds dropped 30 points in 48 hours.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
Capital Already Decided

Jan 28, 2026

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10 min read

Capital Already Decided

Fed holds at 99%, shutdown odds holding at 72%, Chair announcement pushed to February.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
Half a Billion Priced Wednesday

Jan 27, 2026

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10 min read

Half a Billion Priced Wednesday

Fed hold pinned at 99%, shutdown priced 76–80%, Chair odds flipped to Rieder.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
Fiscal Risk Just Repriced

Jan 26, 2026

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12 min read

Fiscal Risk Just Repriced

Shutdown odds spiked from 8% to 77%, Fed hold stayed near 99%, capital anchored on the FOMC contract.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
Policy Credibility Just Repriced

Jan 23, 2026

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11 min read

Policy Credibility Just Repriced

Stocks rebounded on tariff relief, Greenland odds compressed, markets are now pricing walkback probability.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
A Week When Markets Moved First

Dec 19, 2025

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6 min read

A Week When Markets Moved First

This was not a week of surprises. It was a week of reactions: fast, focused, and unforgiving.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
Markets Stop Marching in Unison

Dec 9, 2025

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5 min read

Markets Stop Marching in Unison

Prediction markets are mapping the fractures as investors hedge against multiple futures at once.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
A Rare Week of Agreement — and the First Signs of a Break

Dec 2, 2025

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4 min read

A Rare Week of Agreement — and the First Signs of a Break

Prediction markets are repricing the collision between rate-cut optimism, macro surprises, and a consumer on borrowed momentum.

Bo Nichols
Dio Pouerie
Bo Nichols, +1
The Week the Data Defied the Models

Nov 25, 2025

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5 min read

The Week the Data Defied the Models

Prediction markets are already mapping which narrative collapses first: resilience or re-acceleration.

Bo Nichols
Dio Pouerie
Bo Nichols, +1

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