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🏛️ 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

  1. Window: 2022-08-13 → 2024-08-13 — first mention + 24-month horizon, then the window locks.
  2. The call: ▲ LONG DJT (primary play). DJT fell 19.1% over the window → direction-adjusted R = -19.1% (the call lost money).
  3. 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.
  4. Rule fired:
    · HIT — R ≥ +10% AND α ≥ +5
    · PARTIAL — R ≥ +5% OR α ≥ 0
    ▶ MISS — everything else
  5. 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

expressionsymbolkindrelevancerationale
▲ LONG DJTstock PRIMARY Trump Media (continuous DWAC series) is the listed proxy on Trump's 2024 political odds

Mention log

Sacks
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
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
Sacks politics-market w=0.97 · n=88 · E125 (2023-04-21) · explicit_prediction · strength 2 ▶ 1:28:34 REVERSAL
“But I think this new poll that you just mentioned is really interesting because it shows that that sugar high of Trump's poll ratings was a temporary bounce and it's coming down somewhat.”
Chamath
Chamath politics-market w=1.02 · n=96 · E125 (2023-04-21) · explicit_prediction · strength 2 ▶ 1:30:45 OPPOSE
“I think Nikki Haley is going to win the Republican nomination.”
Sacks
Sacks politics-market w=0.97 · n=88 · E128 (2023-05-12) · explicit_prediction · strength 3 ▶ 54:17 SUPPORT
“I'm sure that Trump and his campaign were delighted with what happened last night because I do think it makes him more likely to be the nominee.”
Chamath
Chamath politics-market w=1.02 · n=96 · E128 (2023-05-12) · sentiment · strength 2 ▶ 58:10 SUPPORT
“I think that I'm more surprised by the fact that the big Republican mega donors have taken a big step back away from DeSantis.”
Friedberg
Friedberg politics-market w=0.84 · n=74 · E128 (2023-05-12) · sentiment · strength 2 ▶ 59:30 SUPPORT
“And I think that Trump is going to be pretty appealing as the anti-Biden candidate.”
Sacks
Sacks politics-market w=0.97 · n=88 · E131 (2023-06-02) · explicit_prediction · strength 2 ▶ 5:29 SUPPORT
“It'd be a high-class problem to have if it ended up being a DeSantis-Kennedy race instead of a Biden-Trump repeat.”
Sacks
Sacks politics-market w=0.97 · n=88 · E132 (2023-06-10) · sentiment · strength 1 ▶ 1:07:11 SUPPORT
“So right now, the Biden people, the Trump people and the media all want Trump over DeSantis.”
Sacks
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
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
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.”
Chamath
Chamath politics-market w=1.02 · n=96 · E143 (2023-08-25) · explicit_prediction · strength 2 ▶ 1:36:48 OPPOSE
“I like to buy these deep out of the money options... I think that Vivek has a really good chance of winning this Republican nomination.”
Jason
Jason politics-market w=1.00 · n=62 · E143 (2023-08-25) · sentiment · strength 1 ▶ 1:36:48 OPPOSE
“Okay, so we take Trump off. If Trump doesn't run, which that's my personal belief”
Sacks
Sacks politics-market w=0.97 · n=88 · E143 (2023-08-25) · explicit_prediction · strength 2 ▶ 1:32:40 SUPPORT
“I think that what happens in practice is that the factions are trying to feed each other and that one faction is going to win. And I think it's probably going to be the MAGA faction.”
Friedberg
Friedberg politics-market w=0.84 · n=74 · E143 (2023-08-25) · sentiment · strength 2 ▶ 1:34:00 SUPPORT
“I don't know why he would. If he's up 50, 60, 70% of the polls. I mean, it would just be such a Trump move to just not show up to any of these debates and just get elected.”
Sacks
Sacks politics-market w=0.97 · n=88 · E144 (2023-09-01) · explicit_prediction · strength 2 ▶ 18:39 SUPPORT
“The Trump people are actually promoting it because they want Trump to be up against a bunch. They want it to be up against a field, not against one.”
Jason
Jason politics-market w=1.00 · n=62 · E144 (2023-09-01) · sentiment · strength 1 ▶ 18:47 SUPPORT
“three people at 10 to 15% is better than one at 30 I think that's probably correct”
Sacks
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
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.”
Jason
Jason politics-market w=1.00 · n=62 · E149 (2023-10-13) · sentiment · strength 2 ▶ 1:04:41 OPPOSE
“And nobody wants him as president again. So I think that's... Everybody wants new choices.”
Chamath
Chamath politics-market w=1.02 · n=96 · E158 (2023-12-23) · explicit_prediction · strength 3 ▶ 1:32:43 SUPPORT
“now I think that they've basically made his winning the Republican nomination a foregone conclusion and he is the overwhelming favorite to win the presidency after this.”
Sacks
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
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

Sacks
Sacks w=0.97
12 scoring events · 54% of moves
+124.3 / -18.0 → net +106.3
Chamath
Chamath w=1.02
6 scoring events · 23% of moves
+35.3 / -24.2 → net +11.1
Jason
Jason w=1.00
4 scoring events · 16% of moves
+6.0 / -36.0 → net -30.0
Friedberg
Friedberg w=0.84
2 scoring events · 7% of moves
+18.4 → net +18.4

⏳ decay drained -67.9 over the idea's life — that's time passing, attributed to no one

Score events

episodekindΔafternote
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