+0.0
net board stance
what this means
46.75
-1.4% · close 2026-11-06
+3% / +6% / +46%
1m / 3m / 12m
+88%
vs SPY since 2025-08-01
89%
of 52w range · -4.7% 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 E199 · silent for 96 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 UVE
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 |
|---|---|---|---|---|---|---|
| 📈 Record 2024 Atlantic hurricane season drives catastrophe losses | ▼ SHORT | adjacent | WRONG | -20.6% | -35.1 | 2024-12-07 |
The tape — what was actually said
every capture on any idea holding UVE, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▼ on
📈 Record 2024 Atlantic hurricane season drives catastrophe losses
E199 · 2024-10-11
▶ 20:06
if you only have a $17 billion re-insurance fund and there's 50 billion of damage, somebody's going to have to come in and cover the gap. And if it's the insurance companies, expect your insurance premiums to double or triple.
Friedberg
support ×3
▼ on
📈 Record 2024 Atlantic hurricane season drives catastrophe losses
E199 · 2024-10-11
▶ 13:01
And we're now looking at one-in-100-year events happening every two to three years in the United States with the hurricane activity that we've been seeing.
Friedberg
support ×3
▼ on
📈 Record 2024 Atlantic hurricane season drives catastrophe losses
E182 · 2024-06-07
▶ 1:11:48
we will see record sea surface temperatures in the August to October timeframe, which will almost certainly push massive hurricane events out of the Atlantic and they will find their way towards the continental US and Mexico