🏛️ The Mar-a-Lago raid makes Trump nearly unbeatable for the 2024 nomination
Sacks' call that the FBI raid polarized the outcomes and backfired politically: Republicans rally around Trump, and he becomes very hard to beat as the 2024 GOP nominee unless the FBI produces ironclad evidence of serious wrongdoing. The tradeable read-through is the Trump-linked listed vehicle, which trades as a proxy on his political odds.
0
CONVICTION
peaked 72.4 GREEN
EMBER
band · contested
▲ LONG DJT
expression · bullish politics-market
MISS
outcome · R -19.1% · α -49.3%
2024-08-13
window closed
⚖ Why this verdict
fully deterministic — evaluate.py replays this from daily closes; nothing below is editable or hand-set
- Window: 2022-08-13 → 2024-08-13 — first mention + 24-month horizon, then the window locks.
- The call: ▲ LONG DJT (primary play). DJT fell 19.1% over the window → direction-adjusted R = -19.1% (the call lost money).
- Benchmark: holding SPY over the same window returned +30.2% → α = -19.1 − (+30.2) = -49.3% — what this call made or lost against just owning the index. This is the number the verdict uses.
- Rule fired:
· HIT — R ≥ +10% AND α ≥ +5· PARTIAL — R ≥ +5% OR α ≥ 0▶ MISS — everything else
- Credit: supporters of a MISS earn 0 each, opposers the inverse — this feeds the scoreboard weights. supported: Chamath, Friedberg, Sacks | opposed: Jason
Conviction timeline
bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15
Plays vs SPY · % since first mention (2022-08-13)
Plays
| expression | symbol | kind | relevance | rationale |
|---|---|---|---|---|
| ▲ LONG | DJT | stock | PRIMARY | Trump Media (continuous DWAC series) is the listed proxy on Trump's 2024 political odds |
Mention log
Sacks
politics-market w=0.97 · n=88
· E91 (2022-08-13) · explicit_prediction · strength 2
▶ 59:34
SUPPORT
· horizon 24mo
“They are basically going to send Trump to the big house or the White House. I mean, because now the Republicans have rallied around Trump, I think he's going to be very, very hard to beat as the nominee in 2024, unless the FBI comes up with ironclad evidence to show that he did something significantly wrong.”
Sacks
politics-market w=0.97 · n=88
· E123 (2023-04-07) · explicit_prediction · strength 2
▶ 6:10
SUPPORT
“But in rallying around him to defend him, you see that Trump's poll ratings among Republicans in the primary are going through the roof, distances are going down. And so what Ann Coulter fears is that this is all an elaborate ruse to make Trump the nominee because Biden would much rather face a reelection against Trump than against a young, youthful, vigorous governor like a DeSantis.”
Sacks
politics-market w=0.97 · n=88
· E140 (2023-08-04) · explicit_prediction · strength 2
▶ 1:19:06
SUPPORT
“And part of the reason why I think Trump likely will be the nominee is because they are creating a backlash in the GOP where people basically think that he's being unfairly prosecuted and persecuted.”
Sacks
politics-market w=0.97 · n=88
· E142 (2023-08-18) · explicit_prediction · strength 3
▶ 1:19:20
SUPPORT
“what Democrats are doing with this partisan lawfare is that they are polarizing the outcomes. They're either going to send Donald Trump to the big house or to the White House. That's what I said back in August last year when they rated Mar-a-Lago.”
Jason
politics-market w=1.00 · n=62
· E142 (2023-08-18) · explicit_prediction · strength 3
▶ 1:12:40
OPPOSE
· horizon 12mo
“I believe that you're gonna see Chris Christie and Vivek surge... It's gonna be a three-horse race with DeSantis. And I think Trump's gonna be out of the race in the next six to 12 months. That's just my prediction.”
Sacks
politics-market w=0.97 · n=88
· E149 (2023-10-13) · explicit_prediction · strength 3
▶ 1:04:20
SUPPORT
“By the way, at this rate, the way things are going in this country right now, both economically and internationally, he's going to waltz into the White House. He's going to spend all of his time in the next year in the courthouses, battling all of these lawsuits, the lawfare against him. He's not going to be able to campaign, and it won't even matter because people are going to be so done with this.”
Chamath
politics-market w=1.02 · n=96
· E149 (2023-10-13) · sentiment · strength 2
▶ 1:02:41
SUPPORT
“I think that when Trump was elected, I was told that it was the end of the world. And that's what I thought. And I'd already underwritten him as an F, okay? And then four years into the presidency, he was probably like a C. In my mind. And then as I get a little bit of distance away, I realized, no, hold on a second. This guy was like a BB+, like he was pretty good.”
Sacks
politics-market w=0.97 · n=88
· E158 (2023-12-23) · explicit_prediction · strength 3
▶ 1:40:30
SUPPORT
“I said, I think it was like last year, that all of this lawfare, all these tactics, its shenanigans that the Democrats were trying, it's either gonna put Trump in the big house or the White House. And I think he said it for the White House on this basis right now.”
Chamath
politics-market w=1.02 · n=96
· E159 (2023-12-29) · explicit_prediction · strength 3
▶ 4:35
SUPPORT
“I think that the documents case galvanized his leadership in the Republican nomination... I think he is going to run away with the Republican nomination and, barring some catastrophic meltdown, has a better chance to get into the White House than before this Colorado case.”
Who built this conviction
each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement
⏳ decay drained -67.9 over the idea's life — that's time passing, attributed to no one
Score events
| episode | kind | Δ | after | note |
|---|---|---|---|---|
| E91 2022-08-13 | init | +33.8 | 33.8 | E91 born by Sacks (explicit_prediction x2) [w=0.97] |
| E92 2022-08-20 | decay | -0.7 | 33.1 | E92 silent |
| E93 2022-08-26 | decay | -0.7 | 32.5 | E93 silent |
| E94 2022-09-01 | decay | -0.6 | 31.8 | E94 silent |
| E95 2022-09-10 | decay | -0.6 | 31.2 | E95 silent |
| E96 2022-09-17 | decay | -0.6 | 30.6 | E96 silent |
| E97 2022-09-23 | decay | -0.6 | 29.9 | E97 silent |
| E98 2022-10-01 | decay | -0.6 | 29.3 | E98 silent |
| E99 2022-10-07 | decay | -0.6 | 28.8 | E99 silent |
| E100 2022-10-14 | decay | -0.6 | 28.2 | E100 silent |
| E101 2022-10-22 | decay | -0.6 | 27.6 | E101 silent |
| E102 2022-10-29 | decay | -0.6 | 27.1 | E102 silent |
| E103 2022-11-05 | decay | -0.5 | 26.5 | E103 silent |
| E105 2022-11-19 | decay | -0.5 | 26.0 | E105 silent |
| E106 2022-12-03 | decay | -0.5 | 25.5 | E106 silent |
| E107 2022-12-10 | decay | -0.5 | 25.0 | E107 silent |
| E108 2022-12-16 | decay | -0.5 | 24.5 | E108 silent |
| E109 2022-12-24 | decay | -0.5 | 24.0 | E109 silent |
| E110 2023-01-06 | decay | -0.5 | 23.5 | E110 silent |
| E111 2023-01-13 | decay | -0.5 | 23.0 | E111 silent |
| E112 2023-01-20 | decay | -0.5 | 22.6 | E112 silent |
| E113 2023-01-27 | decay | -0.5 | 22.1 | E113 silent |
| E114 2023-02-04 | decay | -0.4 | 21.7 | E114 silent |
| E115 2023-02-11 | decay | -0.4 | 21.2 | E115 silent |
| E116 2023-02-17 | decay | -0.4 | 20.8 | E116 silent |
| E118 2023-03-03 | decay | -0.4 | 20.4 | E118 silent |
| E119 2023-03-11 | decay | -0.4 | 20.0 | E119 silent |
| E120 2023-03-17 | decay | -0.4 | 19.6 | E120 silent |
| E121 2023-03-24 | decay | -0.4 | 19.2 | E121 silent |
| E122 2023-03-31 | decay | -0.4 | 18.8 | E122 silent |
| E123 2023-04-07 | reinforce | +11.8 | 30.6 | E123 Sacks support x2 [w=0.97] |
| E124 2023-04-14 | decay | -0.6 | 30.0 | E124 silent |
| E125 2023-04-21 | reversal | -18.0 | 12.0 | E125 Sacks flips |
| E125 2023-04-21 | oppose | -12.0 | 0.0 | E125 Chamath opposes x2 [w=1.02] |
| E126 2023-04-28 | decay | · | 0.0 | E126 silent |
| E128 2023-05-12 | reinforce | +17.4 | 17.4 | E128 Sacks support x3 (flipped from reversal) [w=0.97] |
| E128 2023-05-12 | reinforce | +12.6 | 30.0 | E128 Chamath support x2 (flipped from oppose) [w=1.02] |
| E128 2023-05-12 | reinforce | +13.2 | 43.2 | E128 Friedberg support x2 (new voice) [w=0.84] |
| E129 2023-05-19 | decay | -0.9 | 42.4 | E129 silent |
| E130 2023-05-26 | decay | -0.8 | 41.5 | E130 silent |
| E131 2023-06-02 | reinforce | +8.5 | 50.0 | E131 Sacks support x2 [w=0.97] |
| E132 2023-06-10 | reinforce | +5.8 | 55.8 | E132 Sacks support x1 [w=0.97] |
| E133 2023-06-16 | decay | -1.1 | 54.7 | E133 silent |
| E134 2023-06-24 | decay | -1.1 | 53.6 | E134 silent |
| E135 2023-07-01 | decay | -1.1 | 52.5 | E135 silent |
| E136 2023-07-09 | decay | -1.1 | 51.5 | E136 silent |
| E137 2023-07-14 | decay | -1.0 | 50.4 | E137 silent |
| E139 2023-07-27 | decay | -1.0 | 49.4 | E139 silent |
| E140 2023-08-04 | reinforce | +7.3 | 56.7 | E140 Sacks support x2 [w=0.97] |
| E141 2023-08-11 | decay | -1.1 | 55.6 | E141 silent |
| E142 2023-08-18 | oppose | -14.4 | 41.2 | E142 Jason opposes x3 |
| E142 2023-08-18 | reinforce | +10.2 | 51.4 | E142 Sacks support x3 [w=0.97] |
| E143 2023-08-25 | reinforce | +7.0 | 58.5 | E143 Sacks support x2 [w=0.97] |
| E143 2023-08-25 | reinforce | +5.2 | 63.7 | E143 Friedberg support x2 [w=0.84] |
| E143 2023-08-25 | oppose | -12.2 | 51.4 | E143 Chamath opposes x2 [w=1.02] |
| E143 2023-08-25 | oppose | -9.6 | 41.8 | E143 Jason opposes x1 |
| E144 2023-09-01 | reinforce | +8.4 | 50.3 | E144 Sacks support x2 [w=0.97] |
| E144 2023-09-01 | reinforce | +6.0 | 56.2 | E144 Jason support x1 (flipped from oppose) |
| E146 2023-09-22 | decay | -1.1 | 55.1 | E146 silent |
| E147 2023-09-29 | decay | -1.1 | 54.0 | E147 silent |
| E148 2023-10-07 | decay | -1.1 | 52.9 | E148 silent |
| E149 2023-10-13 | reinforce | +7.2 | 60.1 | E149 Chamath support x2 (flipped from oppose) [w=1.02] |
| E149 2023-10-13 | reinforce | +6.9 | 67.1 | E149 Sacks support x3 [w=0.97] |
| E149 2023-10-13 | oppose | -12.0 | 55.1 | E149 Jason opposes x2 |
| E150 2023-10-20 | decay | -1.1 | 54.0 | E150 silent |
| E151 2023-10-27 | decay | -1.1 | 52.9 | E151 silent |
| E152 2023-11-03 | decay | -1.1 | 51.8 | E152 silent |
| E156 2023-12-08 | decay | -1.0 | 50.8 | E156 silent |
| E157 2023-12-16 | decay | -1.0 | 49.8 | E157 silent |
| E158 2023-12-23 | reinforce | +9.2 | 59.0 | E158 Chamath support x3 [w=1.02] |
| E158 2023-12-23 | reinforce | +7.1 | 66.1 | E158 Sacks support x3 [w=0.97] |
| E159 2023-12-29 | reinforce | +6.2 | 72.4 | E159 Chamath support x3 [w=1.02] |
| E160 2024-01-06 | decay | -1.4 | 70.9 | E160 silent |
| E161 2024-01-13 | decay | -1.4 | 69.5 | E161 silent |
| E162 2024-01-19 | decay | -1.4 | 68.1 | E162 silent |
| E163 2024-01-26 | decay | -1.4 | 66.7 | E163 silent |
| E164 2024-02-02 | decay | -1.3 | 65.4 | E164 silent |
| E165 2024-02-09 | decay | -1.3 | 64.1 | E165 silent |
| E166 2024-02-16 | decay | -1.3 | 62.8 | E166 silent |
| E167 2024-02-23 | decay | -1.3 | 61.6 | E167 silent |
| E168 2024-03-01 | decay | -1.2 | 60.3 | E168 silent |
| E169 2024-03-08 | decay | -1.2 | 59.1 | E169 silent |
| E170 2024-03-15 | decay | -1.2 | 57.9 | E170 silent |
| E171 2024-03-22 | decay | -1.2 | 56.8 | E171 silent |
| E172 2024-03-29 | decay | -1.1 | 55.6 | E172 silent |
| E173 2024-04-05 | decay | -1.1 | 54.5 | E173 silent |
| E174 2024-04-12 | decay | -1.1 | 53.4 | E174 silent |
| E175 2024-04-19 | decay | -1.1 | 52.4 | E175 silent |
| E176 2024-04-26 | decay | -1.0 | 51.3 | E176 silent |
| E177 2024-05-03 | decay | -1.0 | 50.3 | E177 silent |
| E178 2024-05-10 | decay | -1.0 | 49.3 | E178 silent |
| E179 2024-05-17 | decay | -1.0 | 48.3 | E179 silent |
| E180 2024-05-24 | decay | -1.0 | 47.3 | E180 silent |
| E181 2024-05-31 | decay | -0.9 | 46.4 | E181 silent |
| E182 2024-06-07 | decay | -0.9 | 45.5 | E182 silent |
| E183 2024-06-14 | decay | -0.9 | 44.6 | E183 silent |
| E184 2024-06-20 | decay | -0.9 | 43.7 | E184 silent |
| E185 2024-06-29 | decay | -0.9 | 42.8 | E185 silent |
| E186 2024-07-04 | decay | -0.9 | 41.9 | E186 silent |
| E187 2024-07-12 | decay | -0.8 | 41.1 | E187 silent |
| E188 2024-07-19 | decay | -0.8 | 40.3 | E188 silent |
| E189 2024-07-26 | decay | -0.8 | 39.5 | E189 silent |
| E190 2024-08-02 | decay | -0.8 | 38.7 | E190 silent |
| E191 2024-08-09 | decay | -0.8 | 37.9 | E191 silent |