cotreport*

THE AUDIT · MARKET BY MARKET

Check your own market.
Then check the error bar.

You came for one market, not an average. So here is every one of them, for both rules we pre-registered and published as failures. What you will find is that almost nothing here separates itself from zero · and that the few results which do are all on the losing side.

READ THIS FIRST · IT IS THE WHOLE PAGE

Twenty-five trades is not enough to know anything.

Flip a fair coin 25 times. You will not get 12 heads and 13 tails. You will get 16 and 9, or 10 and 15 · pure luck, no skill. Now put 44 people in a room and have them all do it. About half will finish ahead. The best one is not a better flipper. They are just the luckiest person in the room.

Every market below holds about that many trades. So its average is a coin-flip average: it wobbles. The bar shows how far it could have wobbled on luck alone.

HOW TO READ ONE ROW

example+0.18RINSIDE NOISE
  • The dot is what the rule actually returned in that market.
  • The line through it is everywhere the dot could have landed if the same rule had simply met a different run of luck.
  • The faint vertical line down the middle is zero · no edge, nothing gained, nothing lost.
  • If the line crosses the middle, the result means nothing. It is labelled INSIDE NOISE. A market can show +0.18R and still be worth exactly zero.
  • Only when the whole line sits clear of the middle has anything been measured at all.

Across both rule sheets and 84 measurable market-tests, 9 clear the middle. All 9 of them are losses. None is a win. That is the finding, and it is why there is no ranking on this page: sorting these by return would put the luckiest coin-flipper at the top and call it a recommendation.

Blind fading of the extreme

Wait for a positioning extreme, wait for price to break its own 10-day range against the crowd, then enter the next open and fade the crowd. Stop and target fixed in advance from the market's own volatility.

ALL MARKETS TOGETHER

Across every market at once, 1,234 trades, this rule returned −0.03R per trade · anywhere from −0.08R to +0.01R once you allow for luck. That range covers zero, so the honest reading is: no measurable edge.

Split into single markets it gets weaker, not stronger. Each market holds a median of 29 trades, which is few enough that the average wobbles by about ±0.144R on luck alone. 17 of 43 markets come out positive · if every one of them were worthless you would still expect about 22.

1 market separates itself from zero once luck is accounted for, and it loses money. Zero markets clear the bar on the winning side.

AUDUSD · 27 trades−0.04RINSIDE NOISE
BITCOIN · 10 trades+0.02RINSIDE NOISE
CADUSD · 24 trades+0.23RINSIDE NOISE
CHFUSD · 31 trades+0.06RINSIDE NOISE
COCOA · 28 trades−0.16RINSIDE NOISE
COFFEE · 30 trades+0.03RINSIDE NOISE
COPPER · 32 trades+0.09RINSIDE NOISE
CORN · 32 trades−0.05RINSIDE NOISE
COTTON · 26 trades−0.20RINSIDE NOISE
CRUDE WTI · 26 trades−0.14RINSIDE NOISE
DOW EMINI · 33 trades−0.15RINSIDE NOISE
ETHER · 2 trades
only 2 trades · too few to measure anything
TOO FEW
EURUSD · 22 trades−0.21RINSIDE NOISE
FEEDER CATTLE · 25 trades−0.11RINSIDE NOISE
GBPUSD · 29 trades−0.15RINSIDE NOISE
GOLD · 31 trades+0.09RINSIDE NOISE
HEATOIL · 36 trades+0.01RINSIDE NOISE
JPYUSD · 35 trades−0.07RINSIDE NOISE
LEAN HOGS · 25 trades+0.02RINSIDE NOISE
LIVE CATTLE · 19 trades−0.20RINSIDE NOISE
MXNUSD · 35 trades−0.04RINSIDE NOISE
NASDAQ EMINI · 29 trades−0.09RINSIDE NOISE
NATGAS · 25 trades−0.10RINSIDE NOISE
NZDUSD · 25 trades+0.16RINSIDE NOISE
OATS · 26 trades+0.20RINSIDE NOISE
PALLADIUM · 37 trades−0.23RINSIDE NOISE
PLATINUM · 22 trades−0.01RINSIDE NOISE
RBOB · 35 trades−0.04RINSIDE NOISE
ROUGH RICE · 27 trades−0.02RINSIDE NOISE
RUSSELL EMINI · 9 trades+0.19RINSIDE NOISE
SILVER · 34 trades+0.12RINSIDE NOISE
SOYBEANS · 33 trades+0.21RINSIDE NOISE
SOYBEAN MEAL · 27 trades−0.03RINSIDE NOISE
SOYBEAN OIL · 29 trades−0.02RINSIDE NOISE
SP500 EMINI · 27 trades+0.13RINSIDE NOISE
SUGAR · 35 trades−0.04RINSIDE NOISE
USDX · 29 trades−0.00RINSIDE NOISE
UST 10Y · 37 trades+0.04RINSIDE NOISE
UST 2Y · 30 trades−0.61RREAL LOSS
UST 5Y · 34 trades−0.15RINSIDE NOISE
UST BOND · 27 trades+0.11RINSIDE NOISE
VIX · 35 trades−0.06RINSIDE NOISE
WHEAT HRW · 32 trades−0.13RINSIDE NOISE
WHEAT SRW · 32 trades+0.06RINSIDE NOISE

alphabetical, never ranked by return · 95% interval · every number reproducible from research/strategy.py · metric: expectancy per trade, in R (risk units), 0.10% costs

Our own protocol, mechanised

Our own published checklist, run as a machine with no judgement: arm on the extreme, require the turn fingerprint, size the stop from this market's own historical shakeout.

ALL MARKETS TOGETHER

Across every market at once, 1,050 trades, this rule returned −0.10R per trade · anywhere from −0.26R to +0.07R once you allow for luck. That range covers zero, so the honest reading is: no measurable edge.

Split into single markets it gets weaker, not stronger. Each market holds a median of 26 trades, which is few enough that the average wobbles by about ±0.53R on luck alone. 20 of 41 markets come out positive · if every one of them were worthless you would still expect about 21.

8 markets separate themselves from zero once luck is accounted for, and every one of them loses money. Zero markets clear the bar on the winning side.

AUDUSD · 22 trades−0.74RREAL LOSS
BITCOIN · 7 trades
only 7 trades · too few to measure anything
TOO FEW
CADUSD · 20 trades+0.24RINSIDE NOISE
CHFUSD · 29 trades+0.28RINSIDE NOISE
COCOA · 22 trades−0.16RINSIDE NOISE
COFFEE · 27 trades+0.28RINSIDE NOISE
COPPER · 25 trades+1.17RINSIDE NOISE
CORN · 27 trades−0.41RINSIDE NOISE
COTTON · 25 trades−0.36RINSIDE NOISE
CRUDE WTI · 22 trades−0.27RINSIDE NOISE
DOW EMINI · 27 trades−0.56RREAL LOSS
ETHER · 1 trades
only 1 trade · too few to measure anything
TOO FEW
EURUSD · 19 trades−0.43RINSIDE NOISE
FEEDER CATTLE · 23 trades+1.20RINSIDE NOISE
GBPUSD · 24 trades−0.86RREAL LOSS
GOLD · 25 trades+0.01RINSIDE NOISE
HEATOIL · 27 trades+0.19RINSIDE NOISE
JPYUSD · 29 trades+0.30RINSIDE NOISE
LEAN HOGS · 26 trades+0.73RINSIDE NOISE
LIVE CATTLE · 18 trades+0.04RINSIDE NOISE
MXNUSD · 29 trades−1.04RREAL LOSS
NASDAQ EMINI · 22 trades−0.58RINSIDE NOISE
NATGAS · 23 trades−0.91RREAL LOSS
NZDUSD · 19 trades+0.01RINSIDE NOISE
OATS · 23 trades−0.32RINSIDE NOISE
PALLADIUM · 30 trades−0.22RINSIDE NOISE
PLATINUM · 19 trades−0.76RINSIDE NOISE
RBOB · 28 trades−0.60RINSIDE NOISE
ROUGH RICE · 20 trades+0.05RINSIDE NOISE
RUSSELL EMINI · 6 trades
only 6 trades · too few to measure anything
TOO FEW
SILVER · 28 trades−0.46RINSIDE NOISE
SOYBEANS · 29 trades+0.23RINSIDE NOISE
SOYBEAN MEAL · 23 trades−0.94RREAL LOSS
SOYBEAN OIL · 30 trades+0.29RINSIDE NOISE
SP500 EMINI · 21 trades+0.27RINSIDE NOISE
SUGAR · 33 trades−0.29RINSIDE NOISE
USDX · 26 trades−0.26RINSIDE NOISE
UST 10Y · 29 trades+0.85RINSIDE NOISE
UST 2Y · 26 trades−0.84RREAL LOSS
UST 5Y · 32 trades+0.26RINSIDE NOISE
UST BOND · 25 trades+0.26RINSIDE NOISE
VIX · 29 trades−0.70RREAL LOSS
WHEAT HRW · 27 trades+0.39RINSIDE NOISE
WHEAT SRW · 28 trades+0.64RINSIDE NOISE

alphabetical, never ranked by return · 95% interval · every number reproducible from research/protocol_test.py · metric: mean R per trade, stop = max(median shakeout, 1 ATR)

What this does not say

It does not say your market is untradeable. It says that these two mechanical rules, applied blind, did not make money there · and that on this much data most of the differences between markets are luck rather than character.

Your own read was never in this test. Neither was your sizing, nor the weeks you decide to stay out. We cannot measure those and we are not trying to sell you a replacement for them. What we can hand you is the ground underneath: where the crowd sits today, how far past turns ran against the trade before they worked, and what the worst case on file says about size.

NEXT DROP · FRIDAY 21:30 CET

The Friday Letter

Every Friday 21:30 CET the new report lands and we regrade all 1,206 cases overnight. Confirm and your crowd-map snapshot arrives right away. Then every Friday: what moved, where the crowd is stretched, and which fades are running in public. And the moment we open one, you get the ping. Free.

Every Friday: where the crowd is stretched, what is running, what it cost. Free.

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