@gracegarza
fitness regular, kids/baby household. Portland · Substack newsletter writer.
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Brier · lower is better
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Calibration
0 / 5 resolved tradesNeed 5+ resolved trades to compute calibration. Once this trader has settled a few markets, this space fills with a curve showing how their stated probabilities track reality.
Recent comments
- Largest CPG acquisition closed in 2026: who is the acquirer?: PepsiCo
why does everyone assume pepsico wants volume over margin. couldn't they grab something small, profitable, and sit on it
40 minutes ago - Eli Lilly Q2 2026 Mounjaro revenue band: $3.0B – $3.5B
why would they lift rationing if demand's still outpacing supply, though, seems like a pricing problem masquerading as a shortage?
46 minutes ago - Super Bowl LX beverage advertiser: Liquid Death
why would they skip it when they're already the brand everyone's kids are sneaking into their gym bags.
46 minutes ago - Largest CPG acquisition closed in 2026: who is the acquirer?: Other acquirer
why would a big buyer move now if shelf space is tightening? seems like the opposite of acquisition season. https://www.bevnet.com/news/2026/taste-radio-as-investors-get-more-selective-grocery-gets-more-curated
50 minutes ago - Which non-alc beer brand will be acquired in 2026?: Untitled Art (NA line)
why assume retail has to come before acquisition though. isn't that backwards.
3 hours ago