📈 Fox's neocon drift misaligns it with its own audience — bad for the business
Fox News's profitable niche depends on being the one network that serves conservatives, but Rupert is a neocon and neoconservatism is losing the Republican party to Trump/Vance populism. Firing Tucker, its highest-rated host, and campaigning against Vance on the ticket are symptoms of a market-position problem: the network is drifting away from the audience it monetises. Bearish the Fox/News Corp franchises regardless of how the Murdoch succession case resolves, and a liberal-sibling outcome would be worse still.
⚖ Why this verdict
fully deterministic — evaluate.py replays this from daily closes; nothing below is editable or hand-set
- Window: 2024-07-26 → 2025-07-26 — first mention + 12-month horizon, then the window locks.
- The call: ▼ SHORT FOXA (primary play). FOXA rose 52.8% over the window → direction-adjusted R = -52.8% (the call lost money).
- Benchmark: holding SPY over the same window returned +18.5%
→ α = -52.8 − (+18.5) = -71.3%
— what this call made or lost against just owning the index. This is the number the verdict uses.
Stock-selection read: -34.3% — did FOXA move the predicted way relative to the market. The two only differ on a SHORT: this call was right about direction relative to the index but still cost money versus holding it.
- 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: Sacks
Conviction timeline
bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15
Plays vs SPY · % since first mention (2024-07-26)
Plays
| expression | symbol | kind | relevance | rationale |
|---|---|---|---|---|
| ▼ SHORT | FOXA | stock | PRIMARY | direct exposure to Fox News ratings and ad economics |
| ▼ SHORT | NWSA | stock | adjacent | the other half of the Murdoch estate in the same succession fight |
Mention log
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 -26.3 over the idea's life — that's time passing, attributed to no one
Score events
| episode | kind | Δ | after | note |
|---|---|---|---|---|
| E189 2024-07-26 | init | +31.0 | 31.0 | E189 born by Sacks (explicit_prediction x2) [w=0.89] |
| E190 2024-08-02 | decay | -1.2 | 29.7 | E190 silent |
| E191 2024-08-09 | decay | -1.2 | 28.6 | E191 silent |
| E192 2024-08-16 | decay | -1.1 | 27.4 | E192 silent |
| E193 2024-08-23 | decay | -1.1 | 26.3 | E193 silent |
| E194 2024-08-30 | decay | -1.1 | 25.3 | E194 silent |
| E195 2024-09-06 | decay | -1.0 | 24.3 | E195 silent |
| E196 2024-09-20 | decay | -1.0 | 23.3 | E196 silent |
| E197 2024-09-27 | decay | -0.9 | 22.4 | E197 silent |
| E198 2024-10-03 | decay | -0.9 | 21.5 | E198 silent |
| E199 2024-10-11 | decay | -0.9 | 20.6 | E199 silent |
| E200 2024-10-18 | decay | -0.8 | 19.8 | E200 silent |
| E201 2024-10-25 | decay | -0.8 | 19.0 | E201 silent |
| E202 2024-11-01 | decay | -0.8 | 18.2 | E202 silent |
| E203 2024-11-08 | decay | -0.7 | 17.5 | E203 silent |
| E204 2024-11-16 | decay | -0.7 | 16.8 | E204 silent |
| E205 2024-11-23 | decay | -0.7 | 16.1 | E205 silent |
| E206 2024-12-07 | decay | -0.6 | 15.5 | E206 silent |
| E207 2024-12-13 | decay | -0.6 | 14.9 | E207 silent |
| E208 2024-12-20 | decay | -0.6 | 14.3 | E208 silent |
| E209 2025-01-04 | decay | -0.6 | 13.7 | E209 silent |
| E210 2025-01-11 | decay | -0.5 | 13.1 | E210 silent |
| E211 2025-01-18 | decay | -0.5 | 12.6 | E211 silent |
| E212 2025-01-25 | decay | -0.5 | 12.1 | E212 silent |
| E213 2025-01-31 | decay | -0.5 | 11.6 | E213 silent |
| E214 2025-02-07 | decay | -0.5 | 11.2 | E214 silent |
| E215 2025-02-15 | decay | -0.4 | 10.7 | E215 silent |
| E216 2025-02-21 | decay | -0.4 | 10.3 | E216 silent |
| E217 2025-03-01 | decay | -0.4 | 9.9 | E217 silent |
| E218 2025-03-08 | decay | -0.4 | 9.5 | E218 silent |
| E219 2025-03-15 | decay | -0.4 | 9.1 | E219 silent |
| E220 2025-03-22 | decay | -0.4 | 8.7 | E220 silent |
| E221 2025-03-29 | decay | -0.3 | 8.4 | E221 silent |
| E222 2025-04-05 | decay | -0.3 | 8.1 | E222 silent |
| E223 2025-04-11 | decay | -0.3 | 7.7 | E223 silent |
| E224 2025-04-19 | decay | -0.3 | 7.4 | E224 silent |
| E225 2025-04-26 | decay | -0.3 | 7.1 | E225 silent |
| E226 2025-05-02 | decay | -0.3 | 6.8 | E226 silent |
| E227 2025-05-09 | decay | -0.3 | 6.6 | E227 silent |
| E228 2025-05-17 | decay | -0.3 | 6.3 | E228 silent |
| E229 2025-05-24 | decay | -0.3 | 6.1 | E229 silent |
| E231 2025-06-13 | decay | -0.2 | 5.8 | E231 silent |
| E232 2025-06-21 | decay | -0.2 | 5.6 | E232 silent |
| E233 2025-06-28 | decay | -0.2 | 5.4 | E233 silent |
| E234 2025-07-04 | decay | -0.2 | 5.1 | E234 silent |
| E235 2025-07-11 | decay | -0.2 | 4.9 | E235 silent |
| E236 2025-07-19 | decay | -0.2 | 4.7 | E236 silent |