+0.0
net board stance
what this means
59.43
+1.3% · close 2026-09-08
+2% / +4% / -5%
1m / 3m / 12m
-53%
vs SPY since 2024-08-09
50%
of 52w range · -5.4% off high
0/1
hit rate as primary · α -20
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 47 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
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 × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on FXY
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average α -19.9. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 🌍 BOJ is trapped — Japan can never raise rates and the yen keeps depreciating | ▼ SHORT | primary | MISS | +1.1% | -19.9 | 2025-08-09 |
The tape — what was actually said
every capture on any idea holding FXY, newest first · quotes verbatim, timestamps deep-link into the episode
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.
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.