November 3, 2026
A two-week-old wallet has $403,000 on a Texas upset
Born 20 October. Eleven buys, all on a Republican win in the Texas Senate race, the last one the night before the vote. Pays $1.26M if Paxton wins, zero if not.
Global power and capital mechanics
Coming
Anthropic's IPO against every giant IPO since Netscape
Revenue, cash and valuation at listing for Netscape, Google, Facebook, Alibaba, Arm and now Anthropic, on one chart.
Coming
Two companies are 34% of America's earnings growth
Nvidia and Micron against the other 498. The last times earnings concentration got this narrow, and what followed.
Coming
Boeing's fall, next to every other fallen champion
GE, IBM, Intel, Kodak and Boeing from their peak. How long dominance lasts and how fast it goes.
Coming
China wants ten-year DRAM contracts. Here's why.
Memory prices, capacity and who owns the fabs since 1990. The chip nobody talks about is the chokepoint.
Coming
Prediction markets are eating the news
Polymarket and Kalshi volume by month, by category, against TV ratings and polling spend.
Coming
Brazil, the real, and every Latin American swing
What the currency did after each left-right turn in Brazil, Argentina, Chile and Mexico since 1990.