January 2026: Sugar Highs
To my subscribers,
January was an exceptionally strong month on the wagering side of our business, delivering +17 units of performance. Results were driven primarily by player prop strength across multiple sports, including the NBA, NFL, and MMA.
As a note of caution, please don’t expect this type of performance every month. Our Company is focused on providing consistent, reliable unit growth with an annual target of +36 units per year. Variance is an inherent part of the market, and it’s reasonable to expect some headwinds that will dampen year-to-date performance as the year progresses.
In short, months that wildly outperform expectations are like watching Jerry Jones make a string of great roster moves for the Dallas Cowboys. Enjoy the ride when it happens, but don’t expect it to be the norm. Reversion to the mean will occur.
As my Executive Assistant (ChatGPT) explains reversion to the mean:
When something is way better or way worse than normal, it usually goes back to being closer to normal next time.
Standout Player Props – January
+1.6U – Sugar Sean O’Malley to win & land most significant strikes (parlay)
+1.2U – Drake Maye under 30.5 Pass ATT
+1.0U – C. Wallace under 9.5 P
+1.0U – I. Joe under 3.5 Reb
+1.5U – S. Castle under 30.5 PAR
+1.0U – Zion Williamson over 23.5 PA
+1.0U – Steph Curry under 38.5 PAR
+1.0U – A. Thompson over 7.5 RA
+1.0U – M. Smart over 14.5 PAR
+1.0U – J. Champagnie over 9.5 P
Wagering gains were also augmented by prediction market positions on the Kalshi platform, including sports, economic, and weather-related events. We recommend subscribers consider opening accounts on Kalshi or Polymarket, which don’t impose traditional sportsbook limits. While liquidity and depth can lag certain prop markets, these exchanges offer an advantage through no house edge and more flexible wagering opportunities.
Investment Update:
UnitedHealthcare (UNH): Shares declined notably in January following weaker-than-expected earnings guidance and proposed Medicare Advantage rate changes from the federal government. Given UNH’s leadership in this segment, near-term pressure is understandable. However, our conviction remains strong that the company’s structural advantages will drive long-term recovery.
Fortinet (FTNT): We’ve exited our position to raise cash for potential market pullbacks and better future entry opportunities.
In service to steady profit,
Jeremy L. McKinzie
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