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Howard Lutnick out as Secretary of Commerce by November 13?

5 of 11 top Polymarket traders hold No (45%) · No at 94¢ · $2K held · ends Nov 14

Yes6¢No94¢Ends Sat, Nov 14, 2026View on Polymarket
SIGNAL

⚖️

Neutral

No

Consensus Traders

11

No 45%

Total Value

$1.8K

Combined PnL

$57.33

Smart Money Entry

91.6¢ → 94.3¢

+3% since entry · 5 traders

Research grade

NeutralNo at 94%

No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).

  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
  • Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.

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

No

5 of 11 top traders (45%)6 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes6%
No94%

Smart Money Breakdown by Outcome

No5 traders
Total Value$1.7K
Total Shares1,797
Combined PnL+$43.35
Yes6 traders
Total Value$118.87
Total Shares1,628
Combined PnL+$13.98
No — 45%Yes — 55%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

4 traders

Top 2 hold 71%

Freshness

Mature

14h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

40% of non-arb traders are on No. Concentration is driven by the top two positions owning 71% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
ctrYes 80% · 5
Diverging
Top 1000Yes 60% · 10
Diverging

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EV Calculator

Consensus % is how many tracked traders hold a side, not a win probability.

Break-even chance95.6%

94.3¢ price + 1.0¢ spread + 0.2¢ fee (Other / General 5%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$4.63
Max Loss
-$100.00
Shares
104.6

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

Condition ID
0x47d6083d...189688
Slug
howard-lutnick-out-as-secretary-of-commerce-by-november-13
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