Topic
markets
Everything our editor has picked under this tag, best first.
markets Tom Costello: everyone in quant finance is a genius.
Tom Costello says everyone in quant finance is a genius.
Odds on Open
elections Why Prediction Markets Work Best With Binary Outcomes
Prediction markets work best for binary events such as elections, while S&P 500 bets are better expressed through direct trading of the underlying…
Odds on Open
ai Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
Jay Ritter expects a potential 2026 wave of mega-IPOs including SpaceX, OpenAI and Anthropic, while warning that trillion-dollar AI valuations and…
The Monetary Matters Network
ai OpenAI Lost HOW Much?! 😳
OpenAI reportedly generated over $13 billion of 2025 revenue while spending $34 billion, pushing losses toward $21 billion as AI infrastructure and…
The Monetary Matters Network
markets Early 2026 buys
Early 2026 buy ideas focus on familiar names at new entry points.
Nat Stewart - Stock Picking Newsletter
catalysts "Left for dead to launch pad" update
A major de-risking event has gone mostly unnoticed, setting up a potential turnaround.
Nat Stewart - Stock Picking Newsletter
investing Idea Brunch with Myles Kuah of Value Zoomer
Myles Kuah of Value Zoomer discusses investment ideas.
Sunday's Idea Brunch
alternatives A $1.5 Billion Sale Just Re-Rated an Entire Asset Class and Wall Street Hasn't Done the Math Yet
A $1.5 billion sale re-rated an entire asset class.
The Value Road
assets The Assets Have Rallied and the Filings Haven't Caught Up
Liquid assets trade at 46 cents per dollar as market prices rally ahead of updated filings.
The Value Road
markets The Catalyst is the Same. The Math is Different
An All American Institution faces a familiar catalyst under a different mathematical framework.
The Value Road