+0.0
net board stance
what this means
92.7
-0.1% · close 2026-11-06
-0% / -2% / +2%
1m / 3m / 12m
-16%
vs SPY since 2025-08-01
44%
of 52w range · -2.5% 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 E100 · silent for 187 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 JNK
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 |
|---|---|---|---|---|---|---|
| 🏦 Levered pension unwind spills into US credit | ▼ SHORT | adjacent | WRONG | -7.8% | -30.4 | 2023-10-14 |
The tape — what was actually said
every capture on any idea holding JNK, newest first · quotes verbatim, timestamps deep-link into the episode
If I was a betting man, I spent the, I would guess that the next half a trillion to a trillion dollars that is spent in Western world economies will be to subsidize something that's broken internally inside of one of our countries, whether it's the UK pension system or whether it's the high yield credit markets and it will not be to finance military adventurism in Russia.