EHIQ vs Prediction Markets
Every public probability call EHIQ makes is logged here against the prevailing market — Kalshi, Polymarket, or the closest comparable — and marked against tape post-resolution. Where we disagree with the market, the disagreement is dated and graded. This is the receipt.
This page tracks probability calls — full named predictions with EHIQ probability + market consensus + resolution grade. The /scoreboard tracks sensor signal fires — a different measurement (a confirmed fire is when the underlying ticker moved in the direction the sensor flagged). They’re two separate honesty metrics, not two versions of the same one.
Real-time calls only. Backtested validations listed separately below. Calibration notes = right outcome reached via imperfect rationale (e.g., Musk v Altman: 30% Musk-win called pre-verdict, correct on outcome but not on the statute-of-limitations mechanism). Counted separately to keep the hit-rate honest.
The thesis behind every call.
The receipts above are public. The full structural reasoning behind each one — the corpus-grep evidence, the per-justice / per-CEO scoring tables, the position-disclosure context, the next call before it hits this page — is in Premium.
- →Weekly thesis docs (5–10 pages each), pre-resolution
- →Pre-earnings calls + post-earnings honest grades
- →Premium Telegram channel — alerts before they're public
- →Position-disclosure context Eric won't post publicly
Active calls
66 openElections
24 calls2028 D primary — Buttigieg outperforms Newsom
Will Pete Buttigieg win more total delegates than Gavin Newsom in the 2028 Democratic presidential primary?
EHIQ reads YES 26.0pp higher than Polymarket (38% vs 12%).
2028 R primary — Tucker beats Vance head-to-head (if both run)
Conditional on Tucker Carlson declaring as a 2028 R primary candidate with serious organization: will he win more total delegates than JD Vance?
JD Vance is overrated as the 2028 GOP favorite
Will JD Vance win the 2028 Republican presidential nomination?
EHIQ reads YES 8.5pp lower than Polymarket (32% vs 40%).
2028 presidency — JD Vance
Will JD Vance win the 2028 US presidential election?
EHIQ reads YES 6.8pp higher than Polymarket (27% vs 20%).
2028 presidency — Gavin Newsom
Will Gavin Newsom win the 2028 US presidential election?
EHIQ reads YES 6.3pp higher than Polymarket (15% vs 9%).
2028 presidency — Marco Rubio
Will Marco Rubio win the 2028 US presidential election?
2028 presidency — Josh Shapiro
Will Josh Shapiro win the 2028 US presidential election?
EHIQ reads YES 5.5pp higher than Polymarket (8% vs 3%).
2028 presidency — Nikki Haley
Will Nikki Haley win the 2028 US presidential election?
EHIQ reads YES 6.5pp higher than Polymarket (7% vs 1%).
2028 presidency — Pete Buttigieg
Will Pete Buttigieg win the 2028 US presidential election?
EHIQ reads YES 3.5pp higher than Polymarket (6% vs 2%).
2028 presidency — Jon Ossoff
Will Jon Ossoff win the 2028 US presidential election?
EHIQ reads YES 5.8pp lower than Polymarket (4% vs 10%).
2028 presidency — Alexandria Ocasio-Cortez
Will Alexandria Ocasio-Cortez win the 2028 US presidential election?
EHIQ reads YES 7.8pp lower than Polymarket (4% vs 12%).
2028 presidency — Tucker Carlson
Will Tucker Carlson win the 2028 US presidential election?
2028 presidency — Kamala Harris
Will Kamala Harris win the 2028 US presidential election?
US House control 2026
Will Democrats win the US House in 2026?
EHIQ reads YES 12.5pp lower than Polymarket (65% vs 78%).
US Senate control 2026
Will Democrats control the US Senate after the 2026 midterms?
EHIQ reads YES 8.0pp lower than Polymarket (47% vs 55%).
Flávio Bolsonaro win (Brazil 2026)
Will Flávio Bolsonaro win the 2026 Brazilian presidential election?
EHIQ reads YES 3.0pp lower than Polymarket (22% vs 25%).
Lula da Silva re-election (Brazil 2026)
Will Lula da Silva win the 2026 Brazilian presidential election?
EHIQ reads YES 7.0pp higher than Polymarket (58% vs 51%).
Brad Bradford win (Toronto Mayor 2026)
Will Brad Bradford win the 2026 Toronto mayoral election?
EHIQ reads YES 5.0pp higher than Polymarket (22% vs 17%).
Olivia Chow re-election (Toronto Mayor 2026)
Will Olivia Chow win the 2026 Toronto mayoral election?
EHIQ reads YES 9.0pp lower than Polymarket (68% vs 77%).
GA Senate — Ossoff retention
Will Jon Ossoff (D) retain his Georgia Senate seat in 2026?
Gavin Newsom — 2028 Democratic nomination
Will Gavin Newsom win the 2028 Democratic presidential nomination?
EHIQ reads YES 4.4pp lower than Polymarket (16% vs 20%).
Pamela Evette wins the SC GOP Senate primary (Fry the dark horse, not Mace)
Will Pamela Evette win the 2026 South Carolina Republican U.S. Senate primary? Russell Fry is the loyalist dark horse; the establishment/media favorite Nancy Mace is not our pick. Trump's endorsement is dispositive.
Graham's SC Senate seat stays Republican, decided in the Aug 11 GOP primary by Trump's endorsement — not a November toss-up
Will a Republican win the South Carolina US Senate seat (Lindsey Graham vacancy) in the November 3, 2026 election?
EHIQ reads YES 6.0pp higher than Polymarket (87% vs 81%).
ME Senate — Collins retention
Will Susan Collins (R) retain her Maine Senate seat in 2026?
Stocks
17 callsDrake 'Iceman' weeks at #1 on Billboard 200
Will Drake's 'Iceman' total 4 or more weeks at #1 on the Billboard 200?
EHIQ reads YES 4.5pp lower than Polymarket (72% vs 77%).
SpaceX (SPCX) — 180-day lock-up close below IPO price
Will SPCX close BELOW its IPO price on the trading day of the 180-day lock-up expiration?
SpaceX (SPCX) — 6-month total return outperforms QQQ by >10pp
Will SPCX 6-month total return (from IPO close) outperform QQQ total return by more than 10 percentage points?
GameStop acquires eBay (Cohen $125 bid)
Will GameStop acquire eBay in 2026?
Drake top Spotify artist 2026
Will Drake be the top artist on Spotify in 2026?
EHIQ reads YES 18.0pp higher than Kalshi (20% vs 2%).
Drake 'Iceman' Year-1 cumulative units
Will Drake's 'Iceman' finish its first 52 weeks with cumulative US equivalent album units between 1.5M and 1.9M (point estimate 1.7M)?
Drake next deal — $1.07B all-rights forecast
Will Drake's next deal land in $650M-$1.4B all-rights value to him AND with an ownership-bearing structure (P&D / outside partnership / own arm's-length entity), versus a conventional incumbent re-sign on Universal's terms?
Drake exits UMG primary recording deal by EOY 2027
Will Drake publicly exit his primary UMG recording deal (Republic / Cash Money / Young Money) by December 31, 2027 — defined as ANY of: (a) public announcement of departure from UMG, (b) public announcement of new label home, (c) public announcement of distribution-only / P&D structure replacing the primary recording deal, (d) lawsuit settlement disclosed as including exit terms?
Compagnie de l'Odet — pyramid-simplification cascade
Will Compagnie de l'Odet SE (Euronext Paris: ODET) close above €2,500 cum-div on any trading day between 2026-06-03 and 2028-12-31?
Seahawks sale ratified at the August 26 owners meeting
Do NFL owners vote to ratify the Khosla group's purchase of the Seattle Seahawks at or before the August 26 2026 owners meeting?
Opendoor Series K warrant early-expiration condition triggers before 2026-11-20 expiry
Will Opendoor's Series K warrants (OPENW, $9.00 exercise price) satisfy the Early Expiration Price Condition under the 2025 Warrant Agreement -- daily VWAP of OPEN common at or above $10.80 (120% of exercise price) on 20 trading days within any 30 consecutive VWAP trading day period -- on or before 5:00pm New York time, November 20, 2026?
Bad Bunny is the most-streamed global artist on Spotify for 2026
Will Bad Bunny be named the #1 most-streamed global artist on Spotify Wrapped 2026?
EHIQ reads YES 7.0pp higher than Kalshi (87% vs 80%).
Warner/Bain announce the Red Hot Chili Peppers catalog by Dec 31 2026
Do Warner Music Group and Bain Capital publicly announce an agreement to acquire the Red Hot Chili Peppers catalog on or before 2026-12-31?
NBA approves expansion to 32 teams by Dec 31 2026
Does the NBA Board of Governors take a final vote approving expansion to 32 teams on or before 2026-12-31?
Mark Walter still controls the Los Angeles Dodgers on Dec 31 2027
On 2027-12-31, does Mark Walter remain the controlling owner of the Los Angeles Dodgers, as recognized by Major League Baseball?
Apple outperforms the AI intelligence-layer basket (NVDA/MSFT/GOOGL/META) by Jan 2028
Will Apple (AAPL) deliver a higher total return than an equal-weight basket of NVDA, MSFT, GOOGL, and META over the 18 months from 2026-07-06 to 2028-01-06? Entry anchors (2026-07-02 close): AAPL 308.63; equal-weight basket avg 382.03 (NVDA 194.83, MSFT 390.49, GOOGL 359.91, META 582.90). YES if AAPL total return exceeds the basket's equal-weight-average total return over the window.
Drake's next deal: services/distribution, not a major
When Drake's recording obligations to UMG end, will his next recording arrangement be an artist-services/distribution deal or a self-owned structure (HIT), rather than a new major-label recording deal (MISS)?
Legal & SCOTUS
3 callsDrake v UMG — 2d Cir affirms Vargas dismissal
Will the Second Circuit affirm Judge Vargas's October 9 2025 dismissal in Graham v. UMG Recordings, Inc. (defamation suit over Kendrick Lamar's "Not Like Us" distribution)?
Live Nation DOJ consent judgment entered by Dec 31 2026
Is the DOJ/Live Nation antitrust consent judgment entered by a federal court on or before 2026-12-31?
Second Circuit affirms the Drake v. UMG dismissal
Does the Second Circuit affirm the district court's dismissal of Drake's defamation claims against UMG?
Macro & Crypto
5 callsCLARITY Act signed into law by Dec 31 2026
Will the Digital Asset Market Clarity Act of 2025 (HR 3633) be passed by both chambers and signed into law by December 31, 2026?
EHIQ reads YES 41.5pp higher than Polymarket (62% vs 21%).
BTC closes below $50,000 on at least one day by EOY 2026
Will BTC close below $50,000 (USD) on at least one calendar day between Jun 6 2026 and Dec 31 2026?
No Fed rate hike in 2026 (fade the hike consensus)
Will the Federal Reserve hike rates at least once in 2026?
EHIQ reads YES 7.0pp lower than Polymarket (40% vs 47%).
v18 model prints STRESS regime for at least 3 consecutive days in Q3 2026
Will the v18 model print STRESS regime for at least 3 consecutive trading days between Jul 1 2026 and Sep 30 2026?
Ethereum touches $1,500 before 2027
Will Ethereum trade at or below $1,500 at any point before Dec 31, 2026?
EHIQ reads YES 8.0pp higher than Polymarket (88% vs 80%).
Other
17 callsBCRED Q2 2026 non-accrual rate exceeds 1.0%
Will BCRED's Q2 2026 reported non-accrual rate exceed 1.0% (vs Q1 0.6% and large-BDC peer average 1.3%)?
Blackstone (BX) stock closes below $150 on at least one day by EOY 2026
Will BX stock close below $150 on at least one trading day between Jun 6 2026 and Dec 31 2026?
Bad Bunny, not Drake, is the 2026 global #1 artist
Will Bad Bunny finish 2026 as the #1 global artist by Spotify streams?
EHIQ reads YES 15.0pp higher than Kalshi (86% vs 71%).
Microsoft and OpenAI announce material renegotiation of partnership terms by EOY 2027
Will Microsoft and OpenAI announce a material renegotiation of their commercial partnership terms (revised profit-sharing, governance restructure, or equity-stake adjustment) by Dec 31 2027?
Braze (BRZE) announces acquisition, take-private, or material restructuring by EOY 2027
Will Braze (BRZE) announce an acquisition, take-private deal, or material strategic restructuring (CEO change + cost-cut program of >20% headcount) before Dec 31 2027?
Five9 (FIVN) announces acquisition, take-private, or material restructuring by EOY 2027
Will Five9 (FIVN) announce an acquisition, take-private deal, or material strategic restructuring (CEO change + cost-cut program of >20% headcount) before Dec 31 2027?
FDA decision (PDUFA) — CAPR deramiocel
Will the FDA approve deramiocel (CAPR) on/around 2026-08-22? DMD (AdComm Jul 29)
FDA decision (PDUFA) — RARE DTX401 gene therapy
Will the FDA approve DTX401 gene therapy (RARE) on/around 2026-08-23? glycogen storage disease Ia
FSK Q2 2026 non-accrual rate increases >50bps vs Q1
Will FSK's Q2 2026 reported non-accrual rate increase more than 50 basis points vs Q1 2026?
ARCC closes below $19.00 on 2026-09-18
Will Ares Capital Corporation (ARCC) close below $19.00 on 2026-09-18?
EHIQ reads YES 18.8pp higher than Market (45% vs 26%).
FDA decision (PDUFA) — ABEO UX111
Will the FDA approve UX111 (ABEO) on/around 2026-09-19? Sanfilippo syndrome A
FDA decision (PDUFA) — PRAX relutrigine
Will the FDA approve relutrigine (PRAX) on/around 2026-09-27? developmental epileptic encephalopathies
Will the merger described in Global Business Travel Group, Inc. (GBTG)'s DEFM14A (filed 2026-07-06) be completed on or before 2026-10-04?
Will the merger described in Global Business Travel Group, Inc. (GBTG)'s DEFM14A (filed 2026-07-06) be completed on or before 2026-10-04?
SPCX trades below $135 IPO price before December 2026 lock-up expiry
Will SPCX print an intraday trade below its $135 IPO price on or before the standard 180-day lock-up expiry (2026-12-09)?
Intellicheck (IDN) outperforms the Russell 2000 on the AI-provenance re-rate
Does IDN total-return-outperform the Russell 2000 (IWM) from the 2026-07-10 close ($4.13 vs IWM $295.99) through Dec 31 2026?
Mitek (MITK) outperforms the Russell 2000 on the AI-provenance re-rate
Does MITK total-return-outperform the Russell 2000 (IWM) from the 2026-07-10 close ($19.33 vs IWM $295.99) through Dec 31 2026?
Digimarc (DMRC) outperforms the Russell 2000 on the AI-provenance re-rate
Does DMRC total-return-outperform the Russell 2000 (IWM) from the 2026-07-10 close ($6.66 vs IWM $295.99) through Dec 31 2026?
Recent resolutions
20 closedElections
3 closedAbdul El-Sayed wins the 2026 Michigan Democratic Senate primary
El-Sayed WON the 2026 Michigan Democratic Senate primary on 2026-08-04, 48.5% to Haley Stevens' 47.5%, a 1-point margin. Outcome is YES. EHIQ had 42%, below even, so this is a MISS. NOTE FOR THE RECORD: the market had 65% and was right, so this is a call where the market beat EHIQ on a priced question.
Pezeshkian out by June 30 2026 (Iranian president fade)
Pezeshkian remained President of Iran through June 30 2026; the May 31 resignation-letter report was denied, never accepted, and contradicted by continuous public duties (MoU signing Jun 17-18, Pakistan state visit Jun 23). Polymarket market 1138908 resolved NO (closed 2026-07-01 08:47 UTC). EHIQ 12% vs market 35.7% at open -- the fade was right. Resolved late (23 days past estimate) under the 2026-07-23 SLA clearing.
Chong Won-oh win (Seoul Mayoral 2026)
Korea Herald / France24, June 3 2026.
Stocks
5 closedDrake Iceman Week 4 EAU > 120K
Billboard / Rolling Stone: 133,000 units, down 22%.
Drake Iceman Kendrick mention (Kalshi fade)
Billboard / NME / Complex multi-outlet consensus.
Drake Iceman first-week sales (525K call)
Billboard / Luminate: 463,000 units (449K streaming).
SpaceX (SPCX) — first-day close market cap > $2 trillion
CNBC: SpaceX market cap tops $2T on debut, June 12 2026.
SpaceX (SPCX) — first-day pop > 20%
CNBC: SPCX opened $150, high $176.52, close $161.11, +19.34%.
Legal & SCOTUS
6 closedParis Court of Appeal — Bolloré "de facto control" ruling
The Paris Court of Appeal ruled 2026-07-08 (formation solennelle, on remand from the Cour de cassation) that neither Vincent Bollore, Bollore SE, nor the 'Bollore group' controlled Vivendi -- all CIAM claims rejected, no mandatory tender obligation; the court held de facto control cannot attach to a 'group.' VIV fell ~10.3% on the ruling; CIAM announced a second cassation appeal (pending, does not affect this dated resolution). EHIQ final 56% on rules-against (revised 33->60->52->56, dated in thesis) vs market 35% at open -- the rapporteur-follow prior failed; the sell-side consensus was right. Resolved late (15 days past estimate) under the 2026-07-23 SLA clearing.
Trump v. Barbara (No. 25-365) — birthright citizenship EO struck down
Graded vs actual ruling (FACT_CHECKER, primary-source).
Little v. Hecox / West Virginia v. B.P.J. — state bans on transgender girls in female sports
Graded vs actual ruling (FACT_CHECKER, primary-source).
NRSC v. FEC (No. 24-621) — coordinated party expenditure limits struck
Graded vs actual ruling (FACT_CHECKER, primary-source).
Trump v. Cook (No. 25A312) — can the President fire a Fed Governor without cause?
We put 30% on the Court ALLOWING removal — it blocked it 5-4, so our lean (Cook stays) was correct.
Trump v. Slaughter (No. 25-332) — Humphrey's Executor overturned
Graded vs actual ruling (FACT_CHECKER, primary-source).
Macro & Crypto
2 closedv18 BTC regime shifted to risk-on (gate ON, score 0.619)
BTC closed 2026-06-10 at $61,449 (Yahoo) / $61,511 (Binance) vs the 2026-05-20 close of $77,458 / $77,552 -- down 20.7%, far below the at-or-above line. The v18 risk-ON gate call (score 0.619, ~62% probability of a higher close 21 days forward) missed. Resolved late (43 days past estimate) under the 2026-07-23 SLA clearing.
BoC 2026-06-04 — Hold at 2.25%
Bank of Canada press release 2026-06-10.
Other
4 closedFDA advisory committee votes favorably on Capricor deramiocel (DMD)
The Cellular, Tissue and Gene Therapies Advisory Committee voted 3 for, 9 against, 0 abstaining on 2026-07-29, the exact horizon date, finding the evidence did not support effectiveness of deramiocel for DMD cardiomyopathy. The call asked whether it would vote favorably, so the outcome is NO and EHIQ's 60% was a MISS. The voting question addressed a narrower indication than Capricor proposed and the vote is non-binding; neither changes the answer to the question as written.
FDA advisory committee votes AGAINST Replimune RP1 (melanoma)
The advisory committee voted 10-3 FAVORABLY that the IGNYTE efficacy results are evaluable and clinically meaningful for RP1 + nivolumab, on 2026-07-30. The call asked whether it would vote UNfavorably, so the outcome is NO and EHIQ's 70% was a MISS. REGISTRATION DEFECT, recorded rather than used as an escape: the call named the Oncologic Drugs Advisory Committee (ODAC) and the review was by the Cellular, Tissue and Gene Therapies Advisory Committee, the same body the Capricor call named correctly; the stated horizon was ~07-28 and the vote was 07-30. Eric ruled 2026-08-13 that it counts as a loss.
Drake performs at the 2026 World Cup final halftime show
Speculative culture tip, digest-excluded. EHIQ set 0.50 on conviction against a market that priced ~5% and faded further; the market was right. Logged as a clean miss.
Future performs at the 2026 World Cup final halftime show
Speculative culture tip, digest-excluded. Same basis and outcome as the Drake call. Logged as a clean miss.
Historical validation (backtested)
4 casesHow the framework was validated on past events — not real-time calls, and not part of the record above. Methodology evidence only.
Louisiana v Callais — VRA Section 2 narrowed
Directionally correct (VRA Sec.2 narrowed, 6-3, Apr 29). Backfilled after decision; excluded from live record.
Carney USMCA concessions
3 of 3 predicted concessions occurred. EHIQ register-on-political-language framework working internationally.
Biden 2024 — collapse predicted at Hur interview
4 months ahead of polls. EHIQ register-on-interview-language called the collapse.
Brexit 2016 — EHIQ register called LEAVE
Retrospective validation. 59 days lead time. Markets at 18% LEAVE; EHIQ at 70%+. The reference receipt for the framework.
Why we think we beat the wisdom of crowds
Prediction markets are a form of crowd wisdom — they aggregate what informed traders are willing to bet at any moment. They're good at synthesizing what the market already knows. They're not good at surfacing what the market hasn't noticed yet.
EHIQ is a structural framework, not a sentiment aggregator. We score the language patterns of decision-makers — CEOs, judges, candidates, central bankers — and detect specific signatures that correlate with downstream events. The framework was built and back-tested on historical cases (Brexit 2016, Biden 2024 collapse, Carney concessions) — that is a backtest, methodology, not a live track record. Since being applied to active markets, every call is logged in real time, before resolution — Bulgaria 2026, NXDR Q1, OPEN Q1 (Reffkin pattern), DAVE, PSEC Q3 (Pebbles thesis), Musk–Altman (jury, May 2026). The real-time calls are the receipt above. Every one is graded in public, hits and any future misses alike; none has resolved as a miss yet, and any that does is logged here with equal prominence. The backtest is how the framework was validated, not a promise of returns.
Why this works on a market like Polymarket or Kalshi. Most traders use polls, news, sentiment, or vibes. Almost nobody scores the language of the principals. When we identify a signal in a candidate's debate cadence, a CEO's earnings call, a judge's questioning, or a co-defendant's deposition diary — we have edge over a market that hasn't metabolized that signal yet. By the time the market does, the EHIQ position has already been on the record for days, weeks, or months.
Three reasons crowd wisdom fails on these calls.
- Aggregation lag. Crowds need information to be public AND consensual to move. EHIQ scores primary-source language as it's spoken. We're upstream of news cycles.
- Generalist vs specialist. Most market participants don't know what specific patterns to look for in a CEO call or a judicial questioning. EHIQ has 10+ years of calibrated pattern libraries that retail prediction traders don't replicate.
- Narrative momentum. Crowds chase narratives. Drake's Iceman, Musk-Altman, the LA mayoral — these are stories with established frames that bias prediction-market pricing. The structural reality often diverges from the narrative.
We'll be wrong sometimes. That's priced in. The structural edge isn't about being right every time; it's about being right systematically when the divergence is greater than the noise. Calls that miss get logged with the same prominence as hits. The dated list above is the receipt.