+0.0
net board stance
what this means
4.43
+4.0% · close 2026-11-06
+11% / -27% / -60%
1m / 3m / 12m
-70%
vs SPY since 2025-08-01
15%
of 52w range · -62.9% off high
0/1
hit rate as primary · vs SPY -13
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 E219 · silent for 76 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 FNMA
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -13.3. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🏛️ Fannie Mae and Freddie Mac get taken out of conservatorship | ▲ LONG | primary | WRONG | +4.8% | -13.3 | 2026-03-15 |
The tape — what was actually said
every capture on any idea holding FNMA, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
🏛️ Fannie Mae and Freddie Mac get taken out of conservatorship
E219 · 2025-03-15
▶ 36:54
We are going to figure out how to get these two government-related agencies, Fannie Mae and Freddie Mac, out of what's called conservatorship.