Finance Knuggets

Apr 24, 2026

Email 1:

Subject: Showcase Your ESG Excellence and Submit Your Nomination for the ESG Business Awards 2026

Content:

– Nomination is open for the 4th annual ESG Business Awards recognizing Asia Pacific organisations for their outstanding environmental, social and governance initiatives.

– Categories include Health and Wellness, Affordable and Sustainable Energy, Job Creation and Economic Resilience, Infrastructure and Innovation, Equality and Inclusion, Sustainable Cities and Communities, among others.

– Nominate initiatives, products, solutions, digital transformation efforts, and technology strategies delivering measurable impact and demonstrating strong ESG commitment.

– Nomination is free. Winners can opt-in for packages providing seats at the awards dinner and other benefits.

– Deadline is 10 July 2026, awards dinner on 17 September 2026.

– Contact: Jan Yante | +65 3158 1386 | jan@charltonmediamail.com

– Visit the event webpage, download the award program deck, view past winners and guidelines.

Email 2:

Subject: Why a further 19% surge for stocks could be coming, according to this Wall Street veteran

Content:

– Milton Berg, a veteran Wall Street advisor, says the historic S&P 500 rally is just beginning.

– He cites no recession fundamentals, no Fed tightening, and inflation beneficial for markets as key bullish drivers.

– Berg uses 2,000 action-based models from 30,000 indicators to guide his advice.

– His April 2025 call for a bottom was accurate in direction; he now predicts S&P 500 will reach a median of about 8,499 within a year (~19% rise).

– Points to unique bullish signals like Nasdaq-100 eight consecutive rise days and new all-time highs signaling further upside.

– Stocks he recently added: Woodward, TTM Technologies, Seagate, Celestica, Lam Research, Fabrinet. Long holds include Interactive Brokers and Futu Holdings.

– Market data and upcoming earnings and economic events also discussed.

Email 3:

Subject: Axios Pro Rata: Cursor trackers

Content:

– Elon Musk and Microsoft showed interest in Cursor, an AI coding startup valued at $29.3 billion by late 2025.

– Cursor is developing its own AI model to stay competitive amid costly compute requirements driving need to partner with hyperscalers.

– Tesla disclosed acquisition of an undisclosed $2 billion AI hardware company.

– Private equity firm Thoma Bravo faces $5.1 billion wipeout on Medallia due to operational issues unrelated to AI.

– Notable recent venture capital funding: Vast Data ($30B valuation), Omni ($90M Series C), Tortugas Neuroscience ($106M), Cloudsmith ($72M), Orkes ($60M), Courier Health ($50M), Atmos Space Cargo (€25.7M), Petual ($20M+), Rilian ($17.5M), C-Infinity ($16M), Mosaic ($18M), Scatr ($12.6M), Octen ($10M), Copperhelm ($7M), Futures Music Group ($6M).

– Private equity and public offering updates included.

– Personnel moves: Howard Schultz joining Gopuff board; JPM hires in tech investment banking.

Email 4:

Subject: Money Stuff: Traders Do Something About the Weathers

Content:

– Explores how derivatives markets sometimes become larger or more influential than the underlying markets or real-world reality, causing potential manipulations.

– Example: Anomalies at Paris Charles de Gaulle airport temperature readings coincided with large profitable bets on Polymarket’s weather prediction markets.

– Polymarket’s temperature manipulation highlighted as a case where the derivative market affected underlying data.

– Discussion on hedge fund portfolio manager hiring and confidentiality disputes as key competitive facets.

– Profile on prediction markets Polymarket (offshore, less regulatory compliance) vs. Kalshi (US-regulated, approved), highlighting regulatory environment impact on business.

– Report on University of Chicago student protest against the 1958 Onion Futures Act banning onion futures trading, illustrating market distortions.

– Market news snippets including sharp Avis shares drop, Spirit Airlines bailout, Trump tariff refund remarks, and various financial and AI-related updates.

– Analysis on the strategic dynamics of derivative markets manipulating real-world underlyings and the evolving landscape of prediction markets in the US regulatory context.

Stay Well!

summy
summy