Feb 26, 2026 Subject: Money Stuff: Kalshi Found Some Insider Traders Summary: Kalshi Insider Trading Enforcement: Bill Ackman suggested a trade involving Eric Adams on the prediction market Polymarket related to the NYC mayoral election. Ackman noted no formal insider trading rules existed on Polymarket. However, the U.S. Commodity Futures
Feb 25, 2026 Email 1 Summary: – Subject: AI fears impacting stock markets, potential populist backlash could help. – Jefferies analysts note growing public and political backlash to rapid AI and data center expansion. – Concerns include environmental impact, noise pollution, and rising power costs. – U.S. states have introduced
Feb 24, 2026 Email 1: Subject: Trade Turn and Board of Peace Push in US Southeast Asia Ties Sender: aseanwonk@substack.com Summary: This edition of ASEAN Wonk BulletBrief focuses on recent US engagement with Southeast Asia, emphasizing the launch of the Board of Peace (BoP) in Washington, D.C., attended by leaders
Feb 23, 2026 I recently came across some interesting economic news from Singapore, where the median household monthly income has surpassed the $12,000 mark for the first time in 2025. This is a notable milestone, reflecting broader income growth in the country. However, whether this income level translates to financial
Feb 22, 2026 I just heard that the Supreme Court has struck down most of the tariffs imposed during former President Trump’s administration, ruling that the International Emergency Economic Powers Act (IEEPA) did not give the president authority to levy those country-specific tariffs. This decision invalidates tariffs targeting major trading
Feb 21, 2026 Email 1: Subject: Podcast: Middle Power Call and Europe Southeast Asia Futures Content: – Discussion on Europe’s strategy in Southeast Asia and the Indo-Pacific amid global multipolar shifts. – Europe pursuing geoeconomic deals with India, Mercosur, Indonesia as part of diversification away from reliance on the U.S.
Feb 20, 2026 Email 1: Subject: Joseph Politano and Andrew Lokenauth posted new notes Contents: – Joseph Politano reports that the US continues losing blue-collar jobs with year-on-year job losses hitting 170k. – Andrew Lokenauth writes about why data centers cannot use regular water and the importance of this fact.
Feb 19, 2026 Email 1: Asian Business Review – HK-China insurers and healthcare 3D printing The life insurance agent numbers in Hong Kong increased by 9% by December 2025, driven by expanding talent schemes targeting offshore wealth. Healthcare 3D printing market is expected to grow at a 17% CAGR reaching
Feb 18, 2026 Email 1: Asia-Pacific Broadcasting+ Awards 2026 Launch with New Categories Subject: New Categories. Bigger Impact. Enter the Asia-Pacific Broadcasting+ Awards 2026 Content: This email announces the opening of submissions for the 2026 Asia-Pacific Broadcasting+ Awards happening in Singapore on May 21, 2026. It highlights newly introduced award
Feb 17, 2026 I recently heard that the 2026 Munich Security Conference shed light on significant shifts in Southeast Asia’s geopolitical and geoeconomic landscape. The region is increasingly engaging with a broader array of global partners beyond just China and the United States, reflecting a strategic move to diversify alliances