Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (95%). 6 of 9 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Donald Trump post 200+ Truth Social posts from November 13 to November 20, 2026?
6 of 9 top Polymarket traders hold Yes (67%) · Yes at 5.5¢ · $109 held · ends Nov 20
⚠️
Avoid
Yes
9
Yes 67%
$108.59
-$8.13
Research grade
AvoidYes at 5%
Matches a pattern that lost clearly more than the plain consensus in our tests.
- Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
- Culture / mentionsFull year, out of sample: culture lost −4.0 % a trade (n 1,214, 95 % CI −9.7 to +2.0); Oct 22 backtest: −7.1 % and −15.4 % in its two windows.
The rules come from our Oct 22 2026 backtest (one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees). Our full-year test without hindsight (Oct 26 2026) found none of them profitable out of sample, and the plain consensus lost −3.0 % a trade. The grade describes the market; it is not a forecast, not an edge and not advice.
Smart Money Signal
6 of 9 top traders (67%)Underdog side (market favors No 95%)6 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
6 traders
Top 2 hold 73%
Freshness
Late
66h old
Flip Quality
Choppy
3 consensus flips
67% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 73% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
CI cigarettes<$100 | Noavg 90.3¢ | $32.52 | $34 | +$1.48 | 53% 7473-6603 (14076) |
MI mildwindow27<$100 | Noavg 87¢ | $26.1 | $28.34 | +$2.23 | 31% 1122-2474 (3596) |
SM smallreceipt<$100 | Noavg 87¢ | $18.74 | $20.34 | +$1.6 | 36% 332-601 (933) |
![]() LornaPredictsCTR | Yesavg 10.1¢ | $120.73 | $15.37 | -$10.73 | 14% 103-625 (728) |
XT xtxpleasecallmeCTR<$100 | Yesavg 9.1¢ | $31.92 | $3.48 | -$0.45 | 38% 3808-6231 (10039) |
CB Cb94C437EA5e6f088c6c0C143c592ab8EFBedCTR<$100 | Yesavg 6.5¢ | $48.35 | $3.15 | +$0.4 | 65% 4374-2391 (6765) |
![]() HaradwaithCTR | Yesavg 9.1¢ | $160.43 | $1.58 | +$2.84 | 29% 308-740 (1048) |
WA WarriorHCTR<$100 | Yesavg 31¢ | $6.51 | $1.32 | -$5.19 | 12% 29-223 (252) |
GH ghorrockCTR<$100 | Yesavg 9.1¢ | $1.09 | $0.76 | -$0.33 | 53% 2305-2071 (4376) |
Invested
$32.52
Value
$34
PnL
+$1.48
Record
53%
7473-6603 (14076)
Invested
$26.1
Value
$28.34
PnL
+$2.23
Record
31%
1122-2474 (3596)
Invested
$18.74
Value
$20.34
PnL
+$1.6
Record
36%
332-601 (933)
LornaPredictsCTRInvested
$120.73
Value
$15.37
PnL
-$10.73
Record
14%
103-625 (728)
Invested
$31.92
Value
$3.48
PnL
-$0.45
Record
38%
3808-6231 (10039)
Invested
$48.35
Value
$3.15
PnL
+$0.4
Record
65%
4374-2391 (6765)
HaradwaithCTRInvested
$160.43
Value
$1.58
PnL
+$2.84
Record
29%
308-740 (1048)
Invested
$6.51
Value
$1.32
PnL
-$5.19
Record
12%
29-223 (252)
Invested
$1.09
Value
$0.76
PnL
-$0.33
Record
53%
2305-2071 (4376)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
5.5¢ price + 1.0¢ spread + 0.2¢ fee (Politics 4%). Win more often than this and the bet pays.
A market order pays the taker fee and crosses the spread (assumed 1.0¢); a limit order pays no fee but may not fill. The fee category is a guess from the title.
Market Info
Traders in this Market
cigarettes
No — $34
mildwindow27
No — $28.34
smallreceipt
No — $20.34

LornaPredicts
CTRYes — $15.37
xtxpleasecallme
CTRYes — $3.48
Cb94C437EA5e6f088c6c0C143c592ab8EFBed
CTRYes — $3.15

Haradwaith
CTRYes — $1.58
WarriorH
CTRYes — $1.32
ghorrock
CTRYes — $0.76