Dr.D Intelligence

Research built for decisions, not shelf space.

Dr.D Intelligence is the research arm of Dr.D-Analytics Services: independent, evidence-led examinations of industries being reshaped by data, technology and AI. Every figure is traced to its class of evidence — regulator-reported, company-disclosed, third-party sample, or my own modeled estimate — so a reader always knows what is measured and what is reasoned.

The same discipline that governs a client's metric layer governs the research. One definition, stated once, defensible in a boardroom.

Published research

Six published reports, four verticals

Gaming & iGaming carries Series 01 and 02; Customer Economics carries Series 03; Financial Markets carries Series 04 and 06; Canadian Housing carries Series 05. The vertical is the subject; the series number is the publication.

Financial Markets · Industry Series 06

The Price of Truth

Are prediction markets forecasting the future — or manipulating it? What their prices can be trusted for, and what they cannot.

An evidence-graded examination of prediction markets as information markets: how accurate their prices really are, how much reported volume is independent money at risk, what insiders and controllable outcomes do to integrity, and when a quoted probability deserves trust.

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Canadian Housing · Industry Series 05

The Ownership Premium

What Canadians are really paying for security, stability and a place to call their own.

An evidence-graded examination of the Canadian rent-versus-buy decision: what premium a household pays for ownership, what appreciation the purchase requires, and what it receives in return in housing, stability and security.

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Financial Markets · Industry Series 04

The $5 Trillion Question

Can capital markets finance the AI buildout without breaking the economics — and who is left holding the risk if the cash flow arrives late?

An evidence-led examination of the AI capital cycle: the scale of the buildout, who finances the marginal dollar, what cash returns the assets must earn, where risk migrates, and which signals reveal strain before losses do.

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Customer Economics · Industry Series 03

The Loyalty Illusion

Are loyalty programs creating incremental customer value — or just rewarding behavior that would have happened anyway?

A cross-industry examination of loyalty economics: why member spend is not evidence of program value, the four distinct economic ledgers inside most programs, and the difference between predicting who will churn and estimating who a specific action can actually save.

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Gaming & iGaming · Industry Series 02

Every Machine Must Earn Its Place

How casino operators should decide what to keep, move, expand, reconfigure or replace.

A capital-allocation framework for the slot floor: how to tell a bad game from a bad location, what proof is required before a replacement, and why authorisation belongs on incremental floor contribution rather than gross machine uplift.

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Gaming & iGaming · Industry Series 01

State of Slots 2026

The economics, mechanics, markets and technology shaping the next era of slot gaming.

A regulator-anchored view of the global slot ecosystem: where the money actually sits across online and land-based channels, which mechanics are gaining ground, how supplier concentration behaves at sample level, and how regulation became a product-design variable.

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Intelligence roadmap

One research standard. Multiple industries.

Gaming & iGaming, Customer Economics and Financial Markets now carry published research. Subsequent verticals apply the same evidence standard to other industries where data and AI are changing the economics. Nothing below is published until it is published.

Roadmap verticals are planned research, not available publications. No draft, dataset or download exists for a vertical until it is marked published.

The research standard

Four classes of evidence, never blended.

The distinction is the product. A modeled range and a regulator's published figure are both useful — they are never presented as the same thing.

Regulator-reported

Published by gambling regulators and state agencies. Cited exactly as reported, with the period and jurisdiction attached.

Company disclosures

Audited filings, investor decks and public statements from operators and suppliers.

Third-party samples

Participating-operator panels and industry trackers. Always labelled as a sample, never as a total market.

Dr.D modeled estimates

Our own build-up, presented as a range with the assumptions and inputs disclosed. Never blended silently into reported figures.

From market intelligence to operator intelligence

Research explains the market. Nucleus explains your business.

The same metric discipline behind my research runs inside Nucleus — one governed definition of every number, dashboards that read it, and an analyst you can ask in plain English.

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