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Calibrated research on prediction markets.

18
analyses
8
Yes calls
10
No calls
Apr 14, 2026
last update
geopolitics Geopolitics Lead story

Markets see talks; Israel sees targets

On Polymarket: Israel x Hezbollah ceasefire?

At 65% YES, this market is pricing in a ceasefire that both parties have categorically, publicly, and repeatedly refused to negotiate.

Lacuna's call No
65¢ Polymarket YES
macro Oil

Brent at $140 makes June moot

The Hormuz chokepoint, a downed US pilot, and tankers sitting idle have structurally broken the pre-war oil pricing regime through at least June.

Yes 100¢
macro Economy

No one catches NVIDIA in two weeks

With a $100B+ market-cap moat and barely two weeks left in April, NVIDIA's grip on the #1 spot is as close to a lock as prediction markets get.

Yes 99¢
geopolitics Geopolitics

Iran's red lines outlast any blueprint

At 58 cents, the market is wildly confusing a ceasefire blueprint on paper with the "permanent deal" a live military standoff and irreconcilable red lines make nearly impossible.

No 58¢
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geopolitics No

Russia's Easter halt was theater, not truce

Geopolitics
politics Yes

Brazil is Lula's race to lose

40¢ Politics
politics Yes

April's Fed hold trades cheap at 98¢

99¢ Politics
macro Yes

Hormuz closed the book on April WTI

100¢ Oil
geopolitics Yes

Trump's Iran strike is already over

100¢ Geopolitics
geopolitics No

Iran is eroding, not falling

Geopolitics
geopolitics No

Xi's purges are consolidation, not collapse

Geopolitics
geopolitics No

Trump's April China trip slips to May

China
politics Yes

Hungary's Magyar is a done deal

99¢ Hungary
geopolitics No

Moscow is running a war, not talks

30¢ Geopolitics
politics Yes

Keiko cleared round one. Markets haven't.

54¢ Politics
geopolitics No

The Iran war isn't ending in April

96¢ Geopolitics
culture No

Eurovision 2026 is four countries, not five

36¢ Music
politics No

What dropped wasn't the Epstein list

100¢ Politics
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