Daily Edges
Sep 18, 2026 · AI vs market across Kalshi and Polymarket, one ranked list.
Refreshing: showing the latest batch52 of 52 edges shown
"Resident Evil" Opening Weekend Box Office
I think there is a modest edge to the opening weekend finishing under $50 million, but it is far from certain. The current tracking cluster sits close to the line, so a result just above or just below $50 million remains the most plausible range.
2026: Trump's dream year?
I think the bull case for Trump in 2026 is meaningfully more likely than the market implies, though still far from assured. My estimate is that there is roughly a 38% chance the favorable Trump-and-markets narrative remains intact through 2026.
Japan Core-Core CPI YoY in 2026
Japan’s core-core CPI is currently running right at 1.9%, which gives the Yes side real support. But because the market resolves on the full 2026 figure, not a single monthly print, the outcome still depends on whether inflation stays capped through the rest of the year.
Kanye West performs in Russia by October 31?
The market is pricing in a low probability, and that looks broadly fair given the venue denials and apparent permit problems. Still, the chance is not negligible because organizers are still active and a relocation within Russia remains possible before the deadline.
2026: Trump's bad year?
The bear case for Trump in 2026 looks meaningfully more plausible than the market implies, driven by a real combination of legal defeats, institutional resistance, and the risk of a politically damaging midterm environment. I would price it closer to one-in-four than one-in-nine.
Recession in 2027?
I think a 2027 recession is more likely than the market implies, but still not the base case. My independent estimate is 38%, reflecting a meaningful downside risk from valuation shocks, tightening financial conditions, and delayed effects from today’s investment and labor dynamics.
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