-29.6
net board stance
what this means
87.31
-1.3% · close 2026-11-06
+2% / -6% /
1m / 3m / 12m
+7%
vs SPY since 2026-10-10
38%
of 52w range · -6.1% 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 5 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
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
The tape — what was actually said
every capture on any idea holding VGK, 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.