+0.0
net board stance
what this means
88.26
+0.0% · close 2026-11-06
-10% / -9% / +11%
1m / 3m / 12m
+4%
vs SPY since 2025-08-01
52%
of 52w range · -11.1% 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 E191 · silent for 104 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 EWJ
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 |
|---|---|---|---|---|---|---|
| 🌍 BOJ is trapped — Japan can never raise rates and the yen keeps depreciating | ▼ SHORT | adjacent | WRONG | +1.1% | -19.9 | 2025-08-09 |
| 🌍 Eurozone collapses, Japan finished, dollar is the only safety | ▼ SHORT | adjacent | WRONG | -79.2% | -144.7 | 2021-03-19 |
The tape — what was actually said
every capture on any idea holding EWJ, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×3
▼ on
🌍 BOJ is trapped — Japan can never raise rates and the yen keeps depreciating
E191 · 2024-08-09
▶ 17:22
So what they're saying is we're never going to be able to raise rates. And the result of this is going to be more inflation in Japan. Their currency is going to continue to depreciate.
Friedberg
support ×3
▼ on
🌍 BOJ is trapped — Japan can never raise rates and the yen keeps depreciating
E191 · 2024-08-09
▶ 11:47
So Japan is in a real pickle. And I think that it shows how much having a large amount of federal debt can impact the ability for a nation to maneuver itself during difficult times.
Friedberg
oppose ×2
▼ on
🌍 Eurozone collapses, Japan finished, dollar is the only safety
E24 · 2021-03-06
▶ 17:50
And there is this big question mark outstanding right now, on a global stage, is the dollar really the safest place to be? Does everyone really want to be dollar denominated?
Chamath
support ×3
▼ on
🌍 Eurozone collapses, Japan finished, dollar is the only safety
E1 · 2020-03-19
▶ 59:02
The eurozone is going to collapse. Japan is finished. So there are two economies that matter. There's China and the United States as of today... in a set of two, there's only one instrument of safety, which is the United States dollar... the United States has exceptional leverage... It could run $5 trillion deficits tomorrow. It could run $10 trillion deficits because it is still the backstop.