49th
Accuracy Rank

efosong

About:
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-0.159025

Relative Brier Score

104

Forecasts

43

Upvotes
Forecasting Activity
Forecasting Calendar
 

Past Week Past Month Past Year This Season All Time
Forecasts 1 12 118 104 455
Comments 0 1 14 13 167
Questions Forecasted 1 11 25 20 67
Upvotes on Comments By This User 0 1 44 43 129
 Definitions
New Badge
efosong
earned a new badge:

Active Forecaster

New Prediction
efosong
made their 10th forecast (view all):
Probability
Answer
52% (+8%)
Yes
48% (-8%)
No

Market model gives me 56% (or 68% if accounting for the historic correlation of the prices of NVDA/AAPL/MSFT) for Yes.

Though NVDA is currently top, I don't want to stray too far from a 1/3 prior, so I'll take the lower of the two model predictions (56%) and tweak towards 1/3.

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New Prediction

Adjusting downwards for time. Seems like there are still lots of research positions open in Beijing: whether within MRSA or not is difficult to tell, but especially with just 2 months to go it seems unlikely we'll get an announcement. And if I were Microsoft, I might wait until after the next US administration takes power to make a decision like this.

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New Prediction
efosong
made their 1st forecast (view all):
Probability
Answer
11%
Less than or equal to 59
16%
Between 60 and 69, inclusive
25%
Between 70 and 79, inclusive
25%
Between 80 and 89, inclusive
23%
More than or equal to 90
Why do you think you're right?

I'm trying something a bit new for this forecast (and soon a couple of other forecasts with a numerical modelling component): sharing public squiggle models for my forecasts. You can find my model here.

Some of the thought process:

  • Probably reasonably well modelled via Poisson distribution. However, it's not clear what the rate should be.
  • It's not necessarily the case that the rate will remain constant throughout the year, but it seems like a reasonable simplifying assumption, especially early on in the forecast window
  • I've considered a few different ways of predicting the rate for this year. For example: a judgemental prediction, assuming the rate is uniformly likely to be equal to any of those in the past 4 years, assuming the rate is likely to be equal to one of those in the past four years in proportion to the likelihood of this year's data, assuming the rate follows a gamma distribution, etc. See the squiggle page for a bit more detail.
  • The biggest question is how we should treat the year 2022/23 which had just 14 entries. What was going on this year? I'm not sure that it actually reflects a downtick in German language propaganda, but could perhaps reflect a gap in German language coverage by the EUvsDisinfo team. Since either of these possibilities would influence the resolution of this question, we shouldn't just ignore it.
  • When weighing up my different models, I have given more weight to those which I think deal with 22/23 more reasonably in my opinion.

My 'inside view' here is that since it's an election year in Germany, we should expect an increase in both the resources EUvsDisinfo focusses on German coverage, as well as possibly increased attempts to influence the German election via media. I'd put a ballpark on between 0 to 20% more detections than in a normal year. I just apply this to the predictive distribution rather than the rate parameter distribution for simplicity.

The numbers the model give seem intuitively about right, if maybe a little high on the >90 bucket.

I'll be updating this model with new data throughout the window, and probably making tweaks and revisions. I welcome any suggestions/feedback.

Another alternative approach I may consider later is to predict the number of articles in any language, and then predict the fraction we should expect to be German.

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Why might you be wrong?

Is 0 to 20% increase in cases over baseline due to the election a reasonable estimate? Open to suggestions.

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New Prediction

Reducing due to time


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New Prediction
Confirmed previous forecast
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New Prediction
efosong
made their 8th forecast (view all):
Probability
Answer
Forecast Window
10% (0%)
Yes
Oct 26, 2024 to Oct 26, 2025
90% (0%)
No
Oct 26, 2024 to Oct 26, 2025

Sticking to mortality base rate. No real updates or speculation on his health. A coup or assassination remain very unlikely. I don't expect the current conflict in the region to pose much threat to Khamenei's life or rule. No clear signs of managed succession.

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New Prediction
efosong
made their 6th forecast (view all):
Probability
Answer
2% (0%)
Estonia
1% (0%)
Latvia
2% (0%)
Lithuania
Confirmed previous forecast
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New Prediction
efosong
made their 11th forecast (view all):
Probability
Answer
Forecast Window
0% (0%)
Yes
Oct 26, 2024 to Apr 26, 2025
Confirmed previous forecast
Files
New Prediction
efosong
made their 9th forecast (view all):
Probability
Answer
44% (+10%)
Yes
56% (-10%)
No

Market-based forecast suggesting 49%. Given that NVDA is currently #2 and has more variability than AAPL/MSFT, this seems reasonable. That said, it's so close between AAPL/MSFT/NVDA that I'll moderate slightly towards a 1/3 prior, and forecast 44%.

I think the crowd is way too low (and has been since the start of the question).

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