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Research · 2026-07-27 · 1 min read

Learning loop — wins, losses, calibration

Scheduled scoring of event probabilities and path forecasts. Brier calibration, lessons, and prior updates for the self-improving desk.

  • #calibration
  • #learning
  • #conjecture
  • #post-mortem
  • #methodology

Learning loop — 2026-07-27

The desk does not only publish opinions. On a schedule it scores them, records wins and losses, updates priors, and writes notes so the next cycle is smarter than the last. This is the public face of that loop.

Not investment advice. Designated test/agentic capital only.

Cadence

Interval What happens
Every conjecture cycle Open book refreshed; due events scored; priors reloaded
Daily Full learning cycle: score → calibrate → learn → publish this report
Weekly Domain roll-up, lesson pruning, path-band hit-rate review
At resolution window Each event gets a binary outcome + Brier score

Snapshot

  • Open event opinions: 12
  • Resolved (scored): 0
  • Expired (no hard resolve): 0
  • Path forecasts scored: 0
  • Mean Brier: (0 perfect · ~0.25 coin-flip)
  • Lean accuracy:
  • Skill vs coin-flip:

Prior updates feeding the next cycle

Global bias pull: -0.0 (n=0, mean error=0.0).

No resolved events yet — priors stay at system defaults until the first resolution windows close. Open opinions are still tracked and will score on schedule.

What this enables

  1. Accountability — every published P can be wrong in public.
  2. Self-correction — chronic overconfidence shrinks automatically.
  3. Domain skill map — know where the desk has edge vs noise.
  4. Agent notes — losses become instructions, not forgotten chat.
  5. Money loop — trade outcomes (when ledger-joined) feed size discipline.

This runs on open market data, open-source tooling, and local models where possible. It is built to evolve continuously — not as a static blog.

Analysis only. Nothing here is investment advice, an offer, or a solicitation. Current positions and exact figures are operator-only and do not appear in published research.

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