Snapshots That Wow!

Sooraj ki baahon mein, ab hai yeh economy!

“Solar panels today give almost 3 times more electricity for the same 1 kg of panel compared to panels made 20 years ago.

Solar panels are more efficient now - up from 18% to 24% but panels are not really getting smaller, they are getting lighter for the same power

And why are they lighter? Not because the silicon cells became lighter - cells are tiny. The answer is the glass sheet on the front and the aluminium frame around the edge. Together these two alone are roughly 70–80% of a panel weight. Makers have slowly made the glass thinner (from 3.2 mm to 2 mm dual-glass), and frames skinnier. That is where almost all the weight savings came from”

Source: Cell Reports Physical Science

This why there is nothing like sports

Agents were placed in a simulated market for the 23-24 English Premier League seaso and were asked to maximize their long term bankroll.

“They are given detailed historical data - advanced statistics, lineups, past results, and public odds - and must build machine learning models, identify edge in betting markets, size bets, manage risk, and adapt as the season unfolds.”

“Aggressive staking arising from overestimating an edge” resulted in all models losing money vs. the 100k they started with 3 of the 8 models also going bankrupt.

Source: KellyBench

Well atleast someone is practicing the art of the deal!

“Global M&A transaction values jumped +18% YoY in Q1 2026, to $1.25 trillion, the largest Q1 total on record. This includes Unilever's, $UL, $44.8 billion sale of its food business to McCormick, $MKC, and Sysco's, $SYY, $29.1 billion takeover of Jetro Restaurant Depot.”

Source: Bloomberg, Kobeissi Letter

Yeh andar ki baat hai

“26.4% of US publicly traded companies saw net insider purchases in March, the highest in 5 months.”

Source: Kobeissi Letter

Ab to khane ke loche hai

“Amid persistent inflation and economic uncertainty, diners in the United States are planning to pull back on spending at quick-service restaurants in the coming months, according to a McKinsey consumer survey. Low-income consumers across all generations are planning the most significant cuts, while high-income millennials, in contrast, report almost no change in their spending plans.”

Source: McKinsey

Warning: This slide contains hope.

“After five‐day oil spikes of 20%+, equities have typically risen while oil prices declined. Since the 1980s, the median six‐month S&P 500 gain is about 6% as oil has fallen nearly 12% following such shocks.”

Source: BNY