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Macro Models

Frightened Parrot

Betting on world economic events and elections

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues58SubscribersRead macromodels.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Betting Education: Part I

Programming note: My plan is to publish one slightly longer piece a week on Mondays. I have decided this is the right cadence.

2 months ago
5
3

Bitcoin and the Election

A crypto-enthusiast friend asked me how the price of Bitcoin would respond if Trump won. My first response was “I have no idea but probably up”. If I had to guess though, I’d say it rallies 25% if he wins and falls 25% if he loses. Here’s t...

2 months ago
5
2

Kalshi Gets Clearing House

Yesterday, the Commodities Futures Trading Commission granted Kalshi the right to operate a clearing house for their exchange. That’s the sort of thing that sounds boring but is actually extremely exciting.

2 months ago
6
0

Polymarket Odds ~ Nate Silver Model Odds

Polymarket is an online crypto exchange with close to $1 billion in volume on the U.S. election. As of Monday, August 26th, the odds on Polymarket were very close to the odds from Nate Silver’s model. I can’t blame the market/crypto-liberta...

2 months ago
5
0

Authors

The writers behind this newsletter.

  • Frightened Parrot

    Data scientist interested in macro betting.

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