PMPolitics|$138.9k Vol|
time145 days 6 hrs

Minnesota Governor Republican Primary Winner - AI Odds Analysis

All Outcomes
Market Price
AI Fair Value
Value Edge
Lisa Demuth
YesNo
Kendall Qualls
YesNo
Chris Madel
YesNo
Jeff Johnson
YesNo
Scott Jensen
YesNo
Mike Lindell
YesNo
Phil Parrish
YesNo
Patrick Knight
YesNo
Brad Kohler
YesNo
Kristin Robbins
YesNo
LOGO

AI Insights:

03.15 06:21 Updated
Fair Value Reasoning:
Lisa Demuth (current 56.5c), as House Speaker, won the Feb 3 caucus straw poll with 32% and has consolidated establishment support, making her the clear frontrunner with a fair value of 60c. Kendall Qualls (26.5c) placed a strong second with 25% in the straw poll and remains the only viable alternative, justifying a fair value of 27c. Mike Lindell (12c) has a base support (17% in straw poll) but a low ceiling due to financial struggles and electability concerns; his price fairly reflects his hardcore base. Crucially, Jeff Johnson suspended his campaign on Feb 10 due to a family tragedy, and Scott Jensen dropped out on Feb 9 to run for State Auditor; both have a fair value of 0.

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Arbitrage|Direct Arb

Arbitrage Plan:

Buy 'No' on Jeff Johnson (and 'No' on Scott Jensen)

Plan Description:

A clear risk-free yield opportunity exists. While a direct arbitrage (buying all 'Yes' options) yields a meager 0.45c profit, the superior strategy is betting against dropped-out candidates. Jeff Johnson officially suspended his campaign on Feb 10 due to family reasons, and Scott Jensen pivoted to the Auditor race on Feb 9. With Jeff Johnson's 'Yes' price still at 1.35c, buying 'No' (cost ~98.65c) is a virtually risk-free trade yielding ~3.3% annualized.

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Arbitrage: 1¢
|
Annualized yield: 3.3%

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