Bitsize Digest
Investing, Personal Finance & Life
Food for Thought
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The House Edge | UK Tries to Raise Gaming Tax
THE HOUSE EDGE What the house knows. Occasionally. Issue #12 | October 18, 2026 Covers October 5 to October 18. Share prices are to the October 16 close. THE LEAD THE TAPE Share price change to the October 16 close, in local currency. Since Oct 2: this issue’s two weeks. YTD: since the Dec 31,… Read more
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The House Edge | DOJ & CFTC Backing Prediction Market Players
THE HOUSE EDGE What the house knows. Occasionally. Issue #11 | October 5, 2026 Covers September 22 to October 4. Macau’s Golden Week holiday runs to October 7, so the holiday data is partial. THE LEAD THE TAPE Share price change to the October 2, 2026 close, in local currency. Window: since September 21. MTD:… Read more
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WiseTech (WTC): An Underappreciated Software Asset
WISETECH GLOBAL (ASX: WTC) — INVESTMENT MEMORANDUM Sector: Vertical Software Recommendation: LONG | Current Price A$32 | Target A$55 (+72%) | Bear A$30 (-7%) | Bull A$73 (+130%) I. EXECUTIVE SUMMARY AND INVESTMENT RECOMMENDATION II. THE BUSINESS AND WHY IT IS HARD TO REPLACE III. WHY THE STOCK IS DOWN 60%+ IN THE LAST YEAR… Read more
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The House Edge – Tribal Ruling Challenges Prediction Market Viability
THE HOUSE EDGE What the house knows. Occasionally. Issue #10 | September 27, 2026 Covering five weeks, August 16 to September 22. Two scoreboards below catch you up on the tape and the courtroom; the sections carry only what matters from here. THE LEAD Prediction markets got their legal reckoning and their best month ever,… Read more
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THe House Edge – The House held its first hearing on Prediction Market
What the house knows. Occasionally. Issue #08 | July 26, 2026 THE LEAD Washington got loud on prediction markets this week: the House held its first hearing on sports event contracts, Nevada’s congressmen filed a ban bill, twelve senators want the ban written into the crypto bill, and Washington state became the third state with… Read more
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The House Edge – CFTC vs. Michigan on Prediction Market regulations
What the house knows. Occasionally. Issue #07 | July 19, 2026 THE LEAD More regulatory conflict this week, and a new kind. The CFTC ordered Kalshi to keep its Michigan trades open after a Michigan judge ordered them cancelled, so a federal regulator and a state court are now giving the same company opposite orders.… Read more