JonathanMann

Jonathan Mann
About:
Show more

No Scores Yet

Relative Brier Score
138220-2024681012141618202224
Questions Forecasted

45

Forecasts

11

Upvotes
Forecasting Activity
Forecasting Calendar
LessMoreJanFebMarAprSuMoTuWeThFrSa
 

Past Week Past Month Past Year This Season All Time
Forecasts 1 16 185 45 788
Comments 1 13 52 40 214
Questions Forecasted 1 14 42 22 112
Upvotes on Comments By This User 0 3 41 11 159
 Definitions
New Prediction
Show more
Show more
New Prediction
Why do you think you're right?
I expect a lot of rapid swings in the next few weeks. If things are more up than down, NVDA could land back on top. I'm still following the same model I explained in my first forecast.
Files
Why might you be wrong?
Maybe there will be specific policies or circumstances that others are aware of that move NVIDIA in ways I'm not anticipating.
Files
New Prediction
Why do you think you're right?
Increasing marginally. I wasn't sure how the whole tariff situation would impact this on balance. Would economic woes for China lead them to focus more on domestic matters? After reading @DKC 's analysis, however, I tend to agree that trade uncertainty with the US will likely deepen economic ties between China and other countries which makes partnerships leading to potential bases more likely on balance. 
Files
Why might you be wrong?

As I mentioned, there is a lot of economic uncertainty right now and it's hard to anticipate how it will shape international relations particularly since tariff / trade policies might be completely different by the time I make my next forecast. 

Files
New Badge
JonathanMann
earned a new badge:

Active Forecaster

New Prediction
Why do you think you're right?

Lowering to 0%. Things are relatively stable for Putin and his health shows no obvious signs of failing. There is always a background risk of being overthrown, but there are no signs of immediate danger.  

Files
Why might you be wrong?

Maybe there are problems that I'm not aware of or maybe Putin will make an unforced error that leads to his replacement, but I really doubt that would happen in such a short period.

Files
New Badge
JonathanMann
earned a new badge:

Star Commenter - Mar 2025

Earned for making 5+ comments in a month (rationales not included).
New Prediction
JonathanMann
made their 1st forecast (view all):
Probability
Answer
0%
Less than or equal to 9%
7%
Between 10% and 19%, inclusive
75%
Between 20% and 29%, inclusive
17%
Between 30% and 39%, inclusive
1%
More than or equal to 40%
Why do you think you're right?
Mentally, I'm modeling this as something of a random walk governed by 2 correlated inputs. In these sorts of situations, I expect the walk to end up near its starting point, but with a bias gradually pulling it toward the pre-war mean.  
Files
Why might you be wrong?

A shock (as happened after the invasion) shows that the numbers can shift substantially over a short time period. I'm operating under the assumption that these kinds of shocks are rare, but it's hard to know. 

Files
New Prediction
Why do you think you're right?
In the main, I agree with my fellow forecasters, but the risk of contagion across these markets is the primary reason I'm a little bit higher than the median. A default by one nation could trigger investor risk reassessment, leading to capital flight, higher borrowing costs, and reduced willingness to roll over existing debt for remaining countries. This contagion effect creates correlation in default probabilities, as investors might view these markets through a similar risk lens ( in spite of their economic / political differences).  
Files
Why might you be wrong?

The willingness of multilateral institutions to provide emergency support could provide a countervailing force to the spillover effect I was concerned about, but I'm still going to remain relatively higher to bias in the direction of uncertainty. 

Files
New Prediction
JonathanMann
made their 1st forecast (view all):
Probability
Answer
55%
Less than 30 days
5%
30 days
15%
31-60 days
8%
61-90 days
17%
91 days or more
Why do you think you're right?
I suppose 30 days is the most likely time frame for the ceasefire, but, given a ceasefire, 30 days won't necessarily be the target, so I think the crowd is too high on that. As others have pointed out, it seems likely that the outcome will be either a quick return to fighting where both sides accuse each other of breaking the deal or a more durable agreement resulting in higher probabilities at the extremes. 
Files
Why might you be wrong?
I don't think this is likely, but one way I could imagine being wrong is if there are strong incentives (e.g. sanctions relief) just to hit a ceasefire target length. 
Files
Plataea479
made a comment:

Thanks so much. Having personally viewed the famous Irpin bridge and lived in both St. Petersburg and Buccha which was an extremely pleasant place to live in 2021 before the general war, I can tell you that Russians Germans Poles and their predecessors have waged war over what is now recognized as Ukraine for at least 400 years. The Poland which was partitioned out of existence  3x by Catherine the Great constituted most of today's  Western Ukraine.

Then Poland was reinvented at Versailles in 1919 out of the same land. And Trotsky was at the gates of Warsaw  later that year. Next the Poles and their Ukrainian allies captured Kiev in 1921  Prompting the inauguration of the  Soviet Union with the current Ukraine as a supposedly autonomous  Socialist Soviet Rwpublic.

After splitting this land with Hitler, Stalin got all of it at Yalra.  He forced FDR to move Poland 300 miles  west.

Crimea was never part of Ukraine until Khruschev added it to the SSR in 1952 in recognition of its sacrifices in the Holidmor and Nazis.

Common theme outside powers including Germsny  the US and Russia have fought and will fight  over  this land to the last dead Ukrainian. Over 20 millions Ukrainians killed just in the lsst 100 years.  Over 20 millon Ukrainians killed displaced in the last 2 years.

Hence the outside view is general war every 20 years 

But one must understand thst biology and genetics and environmental feedback loop that for 400 years  created a culture of absolutism becsuse of fear since Ivan  the Terrible of instability.

That same loop made Ukrainian resist absolute authority in religion and politics for 400 years.

https://www.latimes.com/opinion/op-ed/la-oe-sapolsky-culture-and-behavior-20140803-story.html

The inside story is that time 400 years and the repeated real traumas of war and genocide have created 2 distinct Russian and Ukrainian cultures  which actually render a common psychological result.

Ukrainians and  Russians actually  disgusted by each other 

As a result Russians hate Ukrainians.and vice versa.  Almost every Russian including post grads and security oligarchs like Lavrov think Ukrainians are ungrateful uncooperative fraudsters who don't really exist as a nation. And this attitude exists among 80 percent of all Russians.

85 percent of Ukrainians think Putin is like Hitler and Russians are all slaves and accessories to genocide

https://www.thetimes.com/article/9da07f48-ec3d-4b1c-9d8f-9d5eee1599bf?shareToken=8d5a5416378c7cbdf770d35a8fee8ba8

Children that is the wedge issue Putin cannot concede. He claims Russia rescued 750000 and most if not all Russians believe him. Prisoners. Putin just convicted and incarcerated the only survivors of the Asov Battalion as terrorists.

And the Ukrainians believe Putin and most Russians steal children and violate Geneva. For what it's worth so does the ICC. So do I. Yet most Russians deny events like Buccha ever happened.

So there may be some short symbolic sham cease fire by Putin just to satisfy Trump but only because the campaign season is over after October.

Putin will not agree to a cease fire until Ukraine has sufficient precise mass force. Until US and EU arm Ukraine enough to  overcome Russia 4 to 1  advantage and start pushing Putin back and protect Ukrainian cities, this version of the war may last until Putin dies or loses power.

Far more likely is no agreement and lower intensity attacks on the LOC and Ukrainian cities and a frozen conflict.

Putin and Lavriv protest that Russian does not want a frozen conflict. They both protest too much.

As I rate anything other than a 2025  Gaza type cease fire extremely unlikely like 85 percent, it's impossible to predict a contingent low frequency result.

So i agree with you but decline to forecast. 


Files
New Prediction
Confirmed previous forecast
Files
Files
Tip: Mention someone by typing @username