+0.0
net board stance
what this means
41.58
-2.7% · close 2026-11-06
+2% / -6% / +5%
1m / 3m / 12m
-16%
vs SPY since 2025-08-01
59%
of 52w range · -6.8% off high
0/2
hit rate as primary · vs SPY -44
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 E160 · silent for 135 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 EWG
As a PRIMARY play the besties are 0 hit / 0 partial / 2 miss over 2 closed windows — credit 0.0, average vs SPY -43.6. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🌍 Germany slides into recession because it can no longer get cheap energy | ▼ SHORT | primary | WRONG | -21.1% | -47.8 | 2024-09-01 |
| 🌍 German economy is 2024's biggest business loser | ▼ SHORT | primary | WRONG | -12.4% | -39.5 | 2025-01-06 |
The tape — what was actually said
every capture on any idea holding EWG, newest first · quotes verbatim, timestamps deep-link into the episode
My prediction for biggest business loser in 2024 is actually the German economy... the loss of cheap Russian gas has really cut the legs out from under the German industrial model... [and] a sudden glut of cheap cars coming from China... double whammy for Germany.
Chamath
support ×2
▼ on
🌍 Germany slides into recession because it can no longer get cheap energy
E144 · 2023-09-01
▶ 31:11
why Germany has such a difficult issue is because they turned off NatGas, they turned off the reactors, and there's just not enough solar installed right now. It's also a cloudy country.
Sacks
support ×2
▼ on
🌍 Germany slides into recession because it can no longer get cheap energy
E144 · 2023-09-01
▶ 31:03
Well, this isn't preventing Germany from sliding into a massive recession because they're not able to get cheap energy anymore.