
Will Trump meet with Luiz Inácio Lula da Silva by November 30, 2026?
2 of 4 top Polymarket traders hold No (50%) · No at 69¢ · $864 held · ends Dec 1
⚖️
Neutral
No
4
No 50%
$864.26
$42.48
80.2¢ → 69.1¢
-14% since entry · 2 traders
Research grade
NeutralNo at 69%
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.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer 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
2 of 4 top traders (50%)2 hold an outcome priced under 50%1 small position dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() zxdfbdfgngcxv | Noavg 79.7¢ | $517.24 | $421.73 | -$95.52 | 82% 1734-388 (2122) |
![]() smellyEllieCTR | Yesavg 11.9¢ | $205.76 | $331.37 | +$145.97 | 50% 953-962 (1915) |
![]() KimchiCapitalCTR<$100 | Yesavg 16.7¢ | $38.36 | $71.16 | +$30.73 | 76% 528-164 (692) |
![]() Istaroth | Noavg 88.6¢ | $200.92 | $40 | -$38.71 | 20% 318-1310 (1628) |
zxdfbdfgngcxvInvested
$517.24
Value
$421.73
PnL
-$95.52
Record
82%
1734-388 (2122)
smellyEllieCTRInvested
$205.76
Value
$331.37
PnL
+$145.97
Record
50%
953-962 (1915)
KimchiCapitalCTR<$100Invested
$38.36
Value
$71.16
PnL
+$30.73
Record
76%
528-164 (692)
IstarothInvested
$200.92
Value
$40
PnL
-$38.71
Record
20%
318-1310 (1628)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
69.1¢ price + 1.0¢ spread + 0.8¢ 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.