+0.0
net board stance
what this means
5.31
+0.2% · close 2026-11-06
+19% / +11% / -25%
1m / 3m / 12m
-43%
vs SPY since 2025-08-01
41%
of 52w range · -26.9% off high
—
hit rate as primary
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E238 · silent for 58 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on ESRT
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Mamdani's New York drives capital flight and a property crash | ▼ SHORT | adjacent | HALF | +12.2% | -7.1 | 2026-06-28 |
The tape — what was actually said
every capture on any idea holding ESRT, newest first · quotes verbatim, timestamps deep-link into the episode
Ben Shapiro
support ×3
▼ on
📈 Mamdani's New York drives capital flight and a property crash
E238 · 2025-08-09
▶ 1:02:39
It'll take a year, two years for those policies to actually hit and destroy all of New York.
Keith Rabois
support ×2
▼ on
📈 Mamdani's New York drives capital flight and a property crash
E235 · 2025-07-11
▶ 2:14
It's safe. Yeah. It's safe right now. We'll see on November 4th. You know, as you probably heard, on July 4th was the first time in recorded history that there were no shootings or no murders in New York on that day. So right now, things are in pretty good shape, but we may be leaving New York quickly.
Chamath
support ×2
▼ on
📈 Mamdani's New York drives capital flight and a property crash
E233 · 2025-06-28
▶ 1:00:52
But I would be short New York real estate. I think it's going to crash and burn, and then we'll pick up the pieces and we'll reset.
Jason
support ×2
▼ on
📈 Mamdani's New York drives capital flight and a property crash
E233 · 2025-06-28
▶ 46:40
two thirds of the tax base in New York is paid for by the top 10 percent who are leaving. People will leave. They will see that Austin and Miami are fantastic cities to live in at half the price, a third of the price, and you get a tax break.