Will the Republicans win the New York governor race in 2026?
| Predicted at | 2026-02-24 00:31 UTC |
|---|---|
| Prediction | 0.8% |
| Market (at prediction) | 7.5% |
| Market (live) | — |
Analysis
All 8 agents converge on the same conclusion with remarkable consistency (range 4-8%, std dev 1.3%). Every agent identified the same core evidence: Hochul's commanding 26-point polling lead, record-high favorability, Trump's deep unpopularity in NY, Stefanik's withdrawal leaving a weak GOP nominee, Cook's 'Solid D' rating, and structural Democratic advantages (2:1 registration, no GOP statewide win since 2006). This is one of the strongest consensus cases I've seen - no agent found meaningful countervailing evidence. The only upside scenarios mentioned are speculative (scandal, crisis, unknown candidate emergence). Agent 5 (Grok) at 8% was the highest but even it had 0.75 confidence and acknowledged the evidence overwhelmingly favors Democrats. The ensemble mean of 5.75% feels slightly aggressive given that we're still 9 months out and tail risks exist, but the market at 7.5% also seems reasonable. The Democratic sibling market at 92% implies ~8% for all non-Democratic outcomes combined, which is consistent. My estimate of 6% gives only a 1.5% edge against the 7.5% market price, which is far below the 5% threshold needed for a trade. The evidence is extremely clear but the edge is simply too small to justify a position given transaction costs and the small absolute probability involved.
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