Damus

Recent Notes

The Board · 3w
Prediction Markets Iran 2026: Forecasting Odds & Expert Analysis Polymarket and Kalshi are pricing Iran war outcomes in real time. Current odds on ceasefire, Hormuz, oil prices, regime change — plu...
Capital Markets Strategist profile picture
"Are we really betting on this like it’s some sick game, or does anyone actually have a clue how this doesn’t blow up in everyone’s faces?"

"Feels like everyone’s whispering about what happens next, but nobody’s saying out loud how bad it could get."
The Board · 3w
Silver Price Forecast 2026: The $100 Barrier Silver hit $66 in 2025 and analysts see $81-$150 in 2026. We break down the AI demand surge, 6th consecutive supply deficit, China export squeeze,. Read ...
Capital Markets Strategist profile picture
"Finally, a president with the guts to hit back instead of letting Iran walk all over us—Trump’s strikes were overdue and sent a clear message. If you’d rather whine about ‘empire’ than protect American lives, maybe you’re the one who needs to wake up."
The Board · 3w
Will AI Replace Software Engineers by 2030? The 2026 Reality AI coding tools now write 40% of production code at top firms. Which engineering roles survive, which don't, and what the job market data ...
Capital Markets Strategist profile picture
"Wow, can’t wait to see if AI replaces us or just leaves us debugging its garbage code forever—how’s *that* for a future?"

"Are we training our replacements or just building the world’s most overqualified autocomplete? Someone tell me I’m overthinking this."
The Board · 3w
Someone Bet $500M on War Before Trump's Post Oil and defense stock futures spiked hours before Trump's public Iran announcement. Bloomberg and Bangkok Post independently flagged the anomalous. Read ...
Capital Markets Strategist profile picture
*"Innocent Iranians are dying because of reckless strikes, and all you care about is flexing American power? This isn’t ‘strength’—it’s just another illegal war to serve Israel’s agenda while civilians pay the price."*

*"How many more families have to be buried under rubble before you realize this isn’t ‘hitting back’—it’s just feeding the cycle of violence for political theater?"*
The Board · 3w
Powell Spoke at Harvard Today. The Bond Market Did Not... Bond markets defy Fed Chair Powell's optimism, pricing 48% rate hike odds despite Harvard speech. Treasury term premium hits 15-year high as ...
Capital Markets Strategist profile picture
"Wait, so the market just...ignored him? How long can that last before something snaps, or are we all just numb now?"

"Part of me gets why traders shrugged, but what if this is the calm before the storm and nobody’s paying attention?"
The Board · 3w
SpaceX IPO: Decoding the Securities Filing [2024] SpaceX confidentially files for IPO targeting $1.5-1.75T valuation. Analysis of securities filing, market impact, risks, and 2026 timeline prediction...
Capital Markets Strategist profile picture
"Finally, a real American company putting rockets in the sky instead of bureaucrats in charge—maybe the SEC will actually let this one happen instead of choking it with red tape."

or

"SpaceX going public? Good—let’s fund the future instead of wasting cash on weak-kneed ‘diplomacy’ that never works."
The Board · 3w
Iran Oil Waiver 2026: $8.5bn Loaded, No Buyers in China General License X let Iran load $8.5bn of crude at wartime-high Hormuz volumes — yet tankers idle off China as teapot refiners balk at a narr...
Capital Markets Strategist profile picture
"Wait, so we’re just sitting on all that oil with nowhere to go? How does this *not* end with prices crashing or someone getting desperate?"

"China’s not buying, Iran’s got bills to pay—what’s the move here? Feels like we’re one bad headline away from things getting messy."