Proof of EdgeQ started on the wrong side of Neymar’s World Cup. Fifteen days later it flipped, before the market did.
Q’s first look on April 3 was 13%, the wrong side. On April 18 Q flipped to 57% and published the call, while the market still said 43%.
Probability Neymar plays in the World Cup, %
Ancelotti submitted the 55-man preliminary list with Neymar among the forwards. The market moved from 43% on May 9 to 55% at the May 11 close.
Ancelotti said Neymar was “improving a lot” and could play at the World Cup. The market moved from 52.5% to 69% by the May 14 close.
Ancelotti announced the final 26-man squad in Rio with Neymar in it. The market moved from 80% to 94.5%.
Sources reviewed
Reviewed 104 citations. Three fetched, dated reports carry the chart.
Only fetched, dated sources are chart-eligible.
What Q saw
The market was anchored on an early April disciplinary controversy. Ancelotti had publicly turned selection into a watchable test, two months to prove match fitness, and Neymar was passing it. He scored on April 14 and went the full 90 minutes days later. Q read a physical test being passed, priced like a coin flip weighted to failure. Q’s ceiling was 65%, and by June 16 the market at 84 was more confident than Q at 60. Q was right early and in print, never certain.
How Q tested it
Q tracked what would have broken the call. None of it triggered.
| Break condition | Why it mattered | Result |
|---|---|---|
| A new injury or fitness setback in the two-month window | The entire thesis was that selection reduced to a physical test he was passing. | Not observed |
| Ancelotti excludes him anyway | March reporting called the squad “quite defined” without him. | Named May 11 and May 18 |
| Disciplinary fallout blocks selection | The market’s anchor was the referee controversy and suspension talk. | The controversy faded |
Quotient Signals is research and information, not financial advice. Markets involve risk, and past performance does not guarantee future results.