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mr
Will Ed Gallrein be the Republican nominee for KY-04? ↗
will-ed-gallrein-be-the-republican-nominee-for-ky-04
· KY-04 Republican Primary Winner · category: Elections, House Primary, Kentucky Primary, Politics, Primaries, Republican Primary, primary elections
· resolves
run_id: 78427a1d-2495-464f-97af-0d595fe25ae8
· started
· status
skipped
· planner_skipped
· ✕ planner rejected
no_trade: action=OMIT
signal detected
● executed
detect_reversal
direction
DOWN
current / peak
50.0% / 53.8%
move_start
28.7%
reversal
+3.8pp
move size / hours
25.1pp / 47.5h
shape
spike
72h range
28.3%—53.8% (Δ25.5pp)
since peak
2.0h
Price rose 25.1pp from 28.7% to 53.8% over 47.5h (spike), then reversed. Now at 50.0%, down 3.8pp from peak, 2.0h after the peak.
news gathered
● executed
news retrieval (tomographic)
raw→filtered: 84 → 6
quality: HIGH
tokens: 5352
gnews_thesis
direct
Gallrein leads Massie in new Kentucky 4th District Republican primary poll - Spectrum News
gnews_mechanism
relevant
Kentucky Fourth Congressional District 2026: Latest Polls - The New York Times
article_thesis
noise
KY candidates are watching their odds in primary elections - literally
article_thesis
relevant
Barr pitches big tent, Cameron campaigns as political outsider
AI verdict
● executed
Prompt-MR · misprice analysis
FAIR
conviction: MEDIUM
opportunity: None
action: OMIT
gpt-5 · prompt_2_misprice_v9.0_theta_v4 · 15311 tokens
Semantic Polarity: YES=Gallrein wins the KY‑04 GOP primary and becomes the nominee; NO=Massie or another candidate wins. Trend is UP, pricing in the YES-World. Momentum check: E=2 (new poll showing Gallrein leading; late-breaking hush-money accusation coverage against Massie), D=0, L=0 (R=0 unverified). Incremental only: E=2, D=0 (priced-in: E=0, D=0). Self-check: no change. Theta direction: NEUTRAL Price move direction: UP (from 29% to 54%) Alignment: N/A Theta: NEUTRAL — neutral. No Logical Divergence: the price rose in the same direction as the fresh E-signals. The Quantus Insights poll reported by Spectrum News/Courier-Journal and the clustered coverage of a Massie hush-money allegation do not satisfy the settlement criterion (they aren’t results), but they are direct, election-relevant indicators that reasonably reprice odds ahead of a near-term vote. Given these concrete, resolution-adjacent E signals, a 25pp repricing is largely justified; the modest pullback looks like digestion rather than mispricing.
rule audit
● executed
audit_gate
✓
ALL
trade plan
○ skipped
position_planner
✕ no_trade: action=OMIT
the deterministic planner rejected this trade. typical causes: poor R:R, spread exceeds gap, settlement danger zone, market too close to resolution. LLM assessment is above (Stage 6); planner is a pure-math gate layered on top.
step post-omit
● executed
news watch (A.2 / A.3)
watch: d443d9ad
status:
⚡ armed
armed: 2026-05-13T17:53Z
polls: 6
signals seen: 3859
decision price: 50.0pct