+0.0
net board stance
what this means
90.08
-1.3% · close 2026-11-06
+10% / +6% / +22%
1m / 3m / 12m
-4%
vs SPY since 2025-08-01
90%
of 52w range · -2.0% 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 E192 · silent for 103 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 XLP
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 |
|---|---|---|---|---|---|---|
| 🏛️ Harris's federal food price-gouging ban is a discredited price control | ▼ SHORT | adjacent | WRONG | -33.7% | -51.2 | 2025-08-16 |
The tape — what was actually said
every capture on any idea holding XLP, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×2
▼ on
🏛️ Harris's federal food price-gouging ban is a discredited price control
E192 · 2024-08-16
▶ 1:08:41
The idea of price controls is widely discredited across the political spectrum. I mean, I think virtually all economists agree on this.
Chamath
support ×2
▼ on
🏛️ Harris's federal food price-gouging ban is a discredited price control
E192 · 2024-08-16
▶ 1:07:50
If you cap what a company can charge, because what they'll do is they'll just stop producing. They'll manage to the margin that they'll just stop.
Friedberg
support ×3
▼ on
🏛️ Harris's federal food price-gouging ban is a discredited price control
E192 · 2024-08-16
▶ 1:02:41
So arguably, I would say that trying to step in and cap prices will reduce competition and as a result, will reduce investment in improving productivity.