codex‑open

module 1.3 · v84 ← trader

Every other module reads a number off the venue and applies a rule. This one asks gpt-5.6-luna what a question actually resolves at, without showing it the price, and bets only when the answer and the market disagree by 20% or more. Most of the time they agree, and agreement is not a trade — so most of this page is opinions the module formed and did not act on.

What the model thought, against what the market said

No market has been priced by the model yet. Every new binary market gets an estimate; this fills as they arrive.

acted on (0 of the 0 priced here) agreed, no trade (0) the diagonal is agreement; the shaded band is the 20% it will not cross

What it thought, market by market

Every market the model priced, with the argument it gave — including the ones it argued itself out of. A multi-choice market is priced one answer at a time and each answer is its own row, named after the question. On this module the reasoning is the strategy, so a decline without it is the one decline nobody can check.

marketpricemodelgapoutcome
Nothing priced yet.

Where candidates died · 0 markets judged, 0 rows

Nothing judged yet.

The book · v84

utcversionmarketbetresultwhy
09-02 02:43v84Which Red Party Event will happen next in a five eyes country? :: Mark Carney out as Canadian PMYES 0open -0model 0.28; edge +0.19; luna-medium price-blind says 0.28 vs answer 0.09 (edge +0.19 >= 0.1): Carney is likely to leave by 2032, but New Zealand’s scheduled November 2026 election and other Five Eyes Labour changes are more likely to produce the next qualifying event first.
09-02 02:43v84Which Red Party Event will happen next in a five eyes country? :: Anthony Albanese out as Australian PMYES 9open +2model 0.57; edge +0.37; luna-medium price-blind says 0.57 vs answer 0.20 (edge +0.37 >= 0.1): A Labour NZ government is plausible in 2026 but currently an underdog, while Australia’s 2027–28 election window gives Albanese a substantial chance of leaving before a later Labour-led NZ government forms.
09-02 02:43v84Which Red Party Event will happen next in a five eyes country? :: Andy Burnham out as UK PMYES 8open -1model 0.42; edge +0.33; luna-medium price-blind says 0.42 vs answer 0.09 (edge +0.33 >= 0.1): The long-run UK base rate is 18 PM changes across 81 years (0.22/year), implying roughly a 75% chance Burnham leaves by 2032, but the rules' unspecified competing events create ambiguity, the scheduled NZ election is 7 November 2026, current polling favors National, and the exact resolver is the official GOV.UK PM record (with NZ Governor-General swearing-in notices as the competing witness).
09-02 02:43v84Which Red Party Event will happen next in a five eyes country? :: PM of New Zealand is a member of the Labour YES 10open -1model 0.77; edge +0.29; luna-medium price-blind says 0.77 vs answer 0.48 (edge +0.29 >= 0.1): Base rate: Labour-led governments followed 5 of 10 MMP elections (1996–2023); the rules require an actual Governor-General swearing-in, with the scheduled 7-Nov-2026 election and likely 2029 election as key events, while current polling/market proxies put Labour’s 2026 governing chance near 55% but use different resolution rules, so I estimate a 77% chance by 2032, resolved by the Governor-General’s official appointment announcement (https://gg.govt.nz/governor-general/blog/2023/11/appointment-new-ministry; https://elections.nz/media-and-news/2026/key-dates-for-2026-general-election).

4 trades, 28 staked, realised +0, open +13 if held / -0 if sold.

In the traces on hand the model priced 0 answers across 0 markets and the module acted on 0 of them (0%). The journal holds 4 trades for 28 mana. An estimate the model declines to give is treated as no opinion and never as a cheap one.
Traces are diagnostic and rotate; the trading journal is the book above. Built 2026-09-22 18:05Z.