Who mentions $ALL most on Surfaced?

@acipartnerhship (James East) mentions $ALL most — 3 mentions in the past 12 months.

When was $ALL first mentioned on Surfaced?

The earliest tracked mention of $ALL in the Surfaced archive was on Dec 15, 2025.

How many voices track $ALL?

3 FinTwit voices have mentioned $ALL 5 times in the past 12 months.

What kind of voices mention $ALL most?

$ALL is mentioned most by Macro voices on Surfaced.

Last 12mo stats

mentions

voices

$ALL

Allstate Corp

$ALL

Allstate Corp

Past 12mo:5mentions3voices

All voices5 mentions since Dec 2025calls only

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About this stock

Over the past 12 months, $ALL has been mentioned 5 times across 3 distinct FinTwit voices, with the first mention appearing on December 15, 2025, and the most recent on July 16, 2026. The macro-focused category dominated discussion, with @acipartnerhship (James East) contributing 3 mentions, while @aleabitoreddit (Serenity) and @alphaticaio (Alphatica) each posted once. The ticker appeared primarily in broader thematic discussions rather than isolated commentary.

AI-generated from tracked posts · updated Aug 29, 2026

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Recent mentions

5 mentions

@alphaticaioJul 16, 2026 · 11:58 PM

Commercial insurance pricing decelerated for the fourth straight quarter. IVANS Q2 at +4.9% versus +6.3% at the Q4 2025 peak. The trend is clear: Q4 2025: +6.3% Q1 2026: +5.6% Q2 2026: +4.9% Every major product line softened quarter over quarter: Umbrella: +7.96% versus +9.36% in Q1 Commercial property: +6.40% versus +6.83% Commercial auto: +4.93% versus +5.28% General liability: +5.44% versus +6.85% Business owners: +6.16% versus +6.74% Workers comp is the only line improving, moving from -1.73% to -1.37%. It is also the only line in outright deflation. IVANS noted "renewal rates across most commercial lines continued to soften, extending a trend we've seen build over the past year." Connect this to Tuesday's CPI. Consumer insurance fell 2% month over month and 4.1% year over year. Auto insurance, one of the stickiest inflation categories for two years, flipped negative. Now the commercial data confirms the same trend from the wholesale pricing side. Insurance disinflation is accelerating from both directions. Consumer and commercial. Retail and wholesale. This was the category the Fed hawks pointed to when arguing inflation was sticky. That argument is losing its data support one report at a time. $SPY $ALL $QQQ

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@acipartnerhshipMay 19, 2026 · 3:26 PM

We have been in the #H4L camp going on 3+ years. With that theme, probability was that #insurance and #banks would have some tailwinds. Seems to be holding. New ATHs for Aflac $AFL and Allstate $ALL, others may follow.

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@aleabitoredditMar 22, 2026 · 3:02 AM

JPM is projecting 0 rate cuts in 2026 (Mar 19th). Derivatives show~37% 0 rate cuts. Here's the traditional winners and losers: 1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC - Interest from treasury, CCs, mortgage 2. High Cash vs. MC: Berkshire < $BRK.B >, $ETOR, $VLN, and others - Companies that sit on large piles of cash relative to MC, where interest rates make material difference to operational income. - This is beneficial to a lot of brokerages, but also very nuanced eg. $HOOD. 3. Insurance: $PGR, $MET, $ALL - Higher yields on bond portfolios 4. Value/Cyclical Stocks: $XOM, $CAT, $DE - Strong cash flow today + underlying commodities boost as well. Losers: 1. Telecommunications & Heavy Industrials: $T, $VZ, $ATUS - Companies that carry massive debt loads to build out optic cables, 5G, etc. 2. Utilities: $NEE, $DUK, $SO, $XLU - Utilities carry heavy debt to maintain power grids and partly bond proxies 3. Real Estate + REITs: $AMT, $O, $BXP - Higher rates drive down the valuation of the physical properties themselves and harder borrowing for buying homes. Then government bonds > dividend yields. 4. Unprofitable / Speculative Tech: $ARKK Nuanced: Historically Mag7 like $NVDA, $AAPL, $MSFT, $AMZN were neutral-winner as they were typically sitting on loads of cash. But for the first time, some are going into debt for the AI buildout and are scaling like startups again (eg. $META 33%+ Y/Y revenue growth): -> Cash-rich companies like $AAPL are likely to be fine, $MSFT + $GOOGL (largely funded by operational income) -> While $META, $ORCL, and others may face more challenges (projected to take on debt long term) However, despite short term volatility from projections + War in Iran: One TACO could flip all the projections. So, I would not bet on high interest rates or rate hikes or this trade. And I don't think markets will either long term.

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@acipartnerhshipFeb 4, 2026 · 11:08 PM

Still seems relevant with today's Chubb $CB and Allstate $ALL earnings announcements. $AIG $BRK, others

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@acipartnerhshipDec 15, 2025 · 8:32 PM

What do we have here? #Insurance making new highs today. We were told it was a soft market. $CB ATH $MKL ATH $ORI ATH (with dividend) Others very close, $MCY $TRV $ALL

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