Coming soon?

Normally I like to pad out this newsletterโ€™s intro a bit, because I get paid by the word. But thereโ€™s a lot going on this week. Specifically, thereโ€™s a lot happening this afternoon, including an announcement from President Trump, and the Ballon dโ€™Or awards, so letโ€™s cut right to the chase.

This is an opinion and not financial advice. The author uses aย pseudonymย and cannot trade on Kalshi.

9.22.25

This afternoon at 4:00 PM ET, President Trump is scheduled to make a "historic" announcement linking Tylenol to autism. I assume this will be preceded by some questionable short-selling of Kenvue stock, and followed by an announcement for an all-new Trump-brand aspirin.

But at any rate, does this mean you should down a bunch of headache medicine and run off to the nearest blackjack table?

No. Do not do this.

First of all, the claim is expected to center on use of the drug during pregnancy. Secondly, as you might expect, a lot of people are already disputing the link (ya know, like Kenvue, Inc.).

But before we can all start fighting about what Trump says, he has to actually say it.

Luckily, we have a mention market on that. And you can click here to see it.

9.22.25

Today is an absolutely huge day for football fans, as Detroit plays Baltimore in a regular season Monday night game.

And if you enjoy the other kind of football, itโ€™s a big day too, I guess, since the 2025 Ballon dโ€™Or award will be announced at 3:00 PM ET. Itโ€™s basically like an MVP award, but itโ€™s open to any professional player in the world.

Ousmane Dembele is the current favorite with an 84% chance of winning, while Lamine Yamalโ€™s chances are at 15%.

9.22.25

Last but not least, tomorrow is a special election for Arizonaโ€™s 7th congressional district. And while that isnโ€™t usually that important, a Democratic victory could potentially tip the balance of power in the House enough to force the release of the Epstein Files (see our breakdown here).

The Democrats currently have a 99% chance of winning the seat. But we also offer a margin of victory market, which is more interesting.

๐Ÿ“ˆ Market roundup

Key events this week

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

๐Ÿšจ New & notableโ€ฆ

๐ŸŽฒ Terry's trades...

Random markets Terry would love to trade if he didn't work here.

๐Ÿ—ž๏ธ Kalshi in the news

โ

โ€œ[Kalshi] was the first time in a while [Charles Schwab] had seen a company that could fundamentally change financial markets.โ€

โ€” Forbes
โ

"Kalshi said it currently accounts for 62.2% of global prediction market volume, compared to 3.1% one year ago."

โ€” The Block
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"The Bear Cave reviewed prices for all upcoming Sunday NFL games and found in many cases Kalshi offered better odds than DraftKings."

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The opinions and perspectives presented in this article belong solely to the author, who is using a pseudonym and cannot trade on Kalshi. This is not financial advice. Trading on Kalshi involves risk and may not be appropriate for all. Members risk losing their cost to enter any transaction, including fees. You should carefully consider whether trading on Kalshi is appropriate for you in light of your investment experience and financial resources. Any trading decisions you make are solely your responsibility and at your own risk. Information is provided for convenience only on an "AS IS" basis. Past performance is not necessarily indicative of future results. Kalshi is subject to U.S. regulatory oversight by the CFTC.

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