eventwaves retweeted
Inspired by recent discussion about whether it's possible to learn trading outside an elite firm.

If you're the kind of person that reads this project and thinks it sounds fun, imo you'll be able to learn employable trading skills just fine on your own. x.com/i/article/2119…
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eventwaves retweeted
Replying to @PredMTrader
Over 5k people tailed it too hell yeah lmao
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I think Jensen will have some type of admin leave, but according to the rules that won't qualify as a Yes
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Comparing Kalshi and Polymarket US

Kalshi now has:
-lower fees
-more liquidity
-better markets
-better security
-perps
-better interface
Polymarket quietly increased fees again without any update on their changelog or Discord.

The fees are now higher than Kalshi.
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Draftkings built a model to predict when the Supreme Court would rule on sports prediction markets. Their forecast is mid-year 2028

I wonder how they built that model

They're investing 700MM into these markets, so a pretty high stakes prediction!
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Market is extremely jittery, but I kind of lean towards the IPO still happening
Since August, a team within METR has worked with internal Anthropic information to assess whether AI itself is accelerating AI development.

We are now publishing a report summarizing the results of this risk assessment.
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I do miss having coworkers
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eventwaves retweeted
Prediction Markets called the midterm elections for the democrats in minutes, while it took the stock market 3 whole days
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Had to check Apple and sure enough

Most boring tech stock
This I guess is the black Monday everybody’s been talking about and it’s on a fucking Thursday?! 🤮

Bulls absolutely decimated like dogs lol. 0 pullbacks get fvcked.
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People who do polls have the same complaints about modelers that modelers have about markets

No one really likes when their work is used as grist for a higher level abstraction that gets much of the credit
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Replying to @EventWavesIO
New Silver post actually touches on this. Nice

x.com/NateSilver538/…
OK, wrote about the models vs. prediction markets debate. Actually, the real stolen valor is from NYT/Siena. But prediction markets converged toward FLIPR/model prices, not the other way around, and the models got to the right answer sooner and more confidently.
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eventwaves retweeted
Replying to @lxeagle17
This is a wonks-only postmortem, so please forgive me for one more: I think @NateSilver538 used to say that he'd prefer you just use Classic in a competition.

But if you allow it (and we should!), then the best Brier Score model of the cycle is clearly Silver Bulletin's Deluxe.
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Wrote a quick piece highlighting some of the best trades and analysis from the midterm elections

eventwaves.substack.com/p/midterm-awar…
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If your order is in line, stay in line
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I'm a perps noob, but wouldn't it be important to know what specific external data feed is being used to determine the price?
Anthropic ($ANT) Pre-IPO Perp is now live on Polymarket Perps

Up to 10x leverage. No market hours. No expiry.
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Texas governor might be the most interesting race

I've switched my mind multiple times
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Closing most of my midterm positions

I'm not good enough at election forecasting to chase small edges

Will keep the combos open though
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Why buy republican shares now when you can get a better price in an hour?

(This is dumb, but how it feels to me)
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Not to get ahead of ourselves, but if the Trump era is ending, where does the Republican party go next?

Have a hard time seeing anyone from this list winning the presidency
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