-17.1
net board stance
what this means
59.41
-0.6% · close 2026-11-06
+5% / -7% /
1m / 3m / 12m
+8%
vs SPY since 2026-10-02
48%
of 52w range · -9.0% off high
—
hit rate as primary
Where All-In Alpha stands — 1 live idea
| idea | call | play | conviction | contributes | moved yet? | scored in |
|---|---|---|---|---|---|---|
| 📈 Rate spike impairs bank equity: the October 30 call reports land as a shock | ▼ SHORT | adjacent ×0.5 | 34.2 | -17.1 | — | 329d |
Where the winds are blowing
NET BOARD STANCE, LAST 6 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 E291 · silent for 5 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
What resolves next
scoring dates for the live ideas holding this ticker — each one turns into a scored result on that date, whether it flatters anyone or not
The tape — what was actually said
every capture on any idea holding IAT, newest first · quotes verbatim, timestamps deep-link into the episode
Friedberg
support ×3
▼ on
📈 Rate spike impairs bank equity: the October 30 call reports land as a shock
E291 · 2026-10-02
▶ 49:27
Based on the actual reported balance sheet of these banks, about 95 banks are going to see an impairment of more than 20 percent of their equity in the last 30 days or so. Those reports start to come out on October 30th. The thing I worry a lot about is on October 30th, we're going to see all these financial reports coming out from all the banks, all the lending institutions.