FXB

Invesco CurrencyShares British Pound Sterling Trust

etf all instruments

-29.6

net board stance what this means

128.28

-0.7% · close 2026-11-06

+1% / -1% / +4%

1m / 3m / 12m

-17%

vs SPY since 2025-08-01

65%

of 52w range · -2.1% off high

—

hit rate as primary

Where All-In Alpha stands — 1 live idea

idea	call	play	conviction	contributes	moved yet?	scored in
🏦 Bond vigilantes hit Western Europe: French OATs to 5.5-6%, UK gilts to 6%	▼ SHORT	adjacent ×0.5	59.2	-29.6	—	337d

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 E294 · silent for 2 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

Friedberg 43% rates

1 idea (1 live) · last heard E294

-3

pushes down

Chamath 53% macro

2 ideas (1 live) · last heard E294

-6

pushes down

What resolves next

scoring dates for the live ideas holding this ticker — each one turns into a scored result on that date, whether it flatters anyone or not

2027-10-10 337d ▼ 🏦 Bond vigilantes hit Western Europe: French OATs to 5.5-6%, UK gilts to 6% 59

Track record on FXB

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
🌍 UK mortgage resets flip the UK economy upside down	▼ SHORT	adjacent	WRONG	-21.9%	-40.3	2023-10-01

The tape — what was actually said

every capture on any idea holding FXB, newest first · quotes verbatim, timestamps deep-link into the episode

Friedberg support ×3 ▼ on 🏦 Bond vigilantes hit Western Europe: French OATs to 5.5-6%, UK gilts to 6% E294 · 2026-10-23 ▶ 53:52

France today is operating its national government spending deficit is 5.4% of GDP. The US is actually 6.2% of GDP. France is, I think, probably the first to go, because they're only growing their economy at half a percent while the US is growing at 2.3%.

Chamath support ×3 ▼ on 🏦 Bond vigilantes hit Western Europe: French OATs to 5.5-6%, UK gilts to 6% E294 · 2026-10-23 ▶ 47:17

I think what's happening now is that France is going to be in an incredibly difficult economic position. We've already talked about this before, that France is this critical country that's going to set the tone for the rest of continental Europe in terms of how it finances its long-term debts. It's already proposed 50 billion euros of austerity. That's going to have to go up.

Chamath support ×3 ▼ on 🏦 Bond vigilantes hit Western Europe: French OATs to 5.5-6%, UK gilts to 6% E292 · 2026-10-10 ▶ 1:16:50

if France has to implement severe austerity, and they bring 10-year French bonds into five and a half, six percent range, UK gilts are going to be at six percent. And unfortunately, US rates could be just as high. It all goes together.

Chamath support ×3 ▼ on 🌍 UK mortgage resets flip the UK economy upside down E136 · 2023-07-09 ▶ 34:30

The UK, it seems like, I don't know what you guys think, it's definitely going to 7%. And it could go to 8%. I mean, it could be a very bad situation for the UK. They're in a lot of trouble.

Chamath support ×3 ▼ on 🌍 UK mortgage resets flip the UK economy upside down E98 · 2022-10-01 ▶ 30:22

So in the UK, 40 percent of all mortgage dollars are interest-only arms that will reset in January to around four percent.