Stocks / ETF
EWJETF
FollowFollowingUnfollowiShares MSCI Japan ETF
$92.841d -0.1%5d -1.5%settled close · 2026-11-02
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13 investor calls on EWJ in the last 90 days (11 bullish, 1 bearish). Follow EWJ free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Mkt cap $21B (11/2)β 1.1952w $87–99Shares 229.8MNYSE Arca since 1996
The tape, with the calls on it
Who said what, and what EWJ did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about EWJ
27 long3 neutral7 shortlatest 2026-10-26
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-26 | Max KettnerChief multi-asset strategist, HSBC | Bullish | Bloomberg TV (uncut) | TOPIX has more defensive-value composition versus the Nikkei 225 which is more heavily weighted toward AI and… |
| 2026-10-19 | John Eric Solata | Bullish | CNBC (uncut) | Decades of under-management combined with a cultural mindset shift toward shareholder activism is creating a… |
| 2026-10-17 | Colin McqueenCo-Portfolio Manager, T. Rowe Price | Neutral | Excess Returns (feed) | Japan restructuring tailwinds are largely priced in for large caps, and extreme yen weakness versus… |
| 2026-10-14 | Jack ManleyGlobal market strategist, J.P. Morgan Asset Management | Bullish | Fox Claman Countdown (playlist) | New capital seeking diversification away from extreme US market concentration should allocate to European and… |
| 2026-10-13 | Django DavidsonFounding Partner & Portfolio Manager, Hosking Partners | Bullish | Master Investor (Wilfred Frost) | A country-level capital cycle is underway as cultural, regulatory, and activist pressure forces corporate… |
| 2026-10-13 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | BTC Sessions | Japan has successfully resolved its debt-deflation cycle via yen devaluation and aggressive BoJ balance sheet… |
| 2026-10-10 | David RosenbergEconomist — Rosenberg Research | Bullish | Jimmy Connor | Japan provides equity exposure without the extreme AI-bubble concentration risk of US markets and offers… |
| 2026-10-08 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealth Building Blueprint – Vladyslav Grabarskyy | Japan's debt-to-liquidity ratio has crashed to low levels following Abenomics and BoJ bond-buying, removing… |
| 2026-10-07 | Olga BitelPartner & Chief Investment Strategist, William Blair Investment Management | Bullish | Bloomberg Open Interest | AI infrastructure buildout earnings growth materially outpaces the rest of the market and fixed income… |
| 2026-09-23 | Gargi ChaudhuriChief investment & portfolio strategist, Americas, BlackRock | Bullish | Bloomberg Surveillance | India and Japan offer geographic diversification away from AI-concentration risk in US equities while still… |
Show all 37 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-14 | Luke GromenMacro strategist — founder, FFTT | Bullish | The Meb Faber Show | Reshoring requires partners who 'make the machines to make the machines' and China is excluded on national… |
| 2026-08-08 | David RosenbergEconomist — Rosenberg Research | Bullish | Excess Returns | Japan's CAPE sits near a historical median (far below the US's 1.5th-percentile extreme) and the market lacks… |
| 2026-08-07 | Quinn ThompsonFounder & CIO, Lekker Capital | Bearish | Forward Guidance | Fundamental problems in the sector haven't changed — Mag7 cash flows are negative, credit spreads are… |
| 2026-07-23 | Chris GalipeauSenior market strategist, Franklin Templeton | Bullish | Wealthion | Japan's corporate governance reforms are making companies more shareholder-friendly and growth-oriented than… |
| 2026-07-19 | James HalseFounder & CIO, Senjin Capital | Bearish | Sunday's Idea Brunch | Large-cap Japanese stocks have run hard on AI euphoria and financial-sector margin expansion from rate… |
| 2026-07-07 | Paul DobsonAsia markets executive editor, Bloomberg | Bullish | Bloomberg Television | The ~4% yield level on 30-year JGBs is acting as a clearing price for long-term investors, and government… |
| 2026-05-19 | George NobleFormer Fidelity & hedge fund manager | Bearish | Julia La Roche Show | Real rates in Japan remain too low to stabilize the bond market or currency, so the yen continues to weaken… |
| 2026-03-30 | Chris VerroneChief market strategist, Baird Strategas | Bullish | Bloomberg Open Interest | Japan remains in a bull market and has held up well through the conflict, pulling back only to its late-2025… |
| 2026-02-24 | Dan SundheimFounder & CIO, D1 Capital Partners | Bullish | Invest Like the Best | Inefficient markets with high retail-investor share harbor globally underappreciated companies with excellent… |
| 2025-09-17 | Ben FinserFounder & portfolio manager, Fin Capital Management | Bullish | Planet MicroCap | Japan's listed company count has doubled to match the US total while remaining deeply undercovered, with… |
| 2025-06-18 | Harry DentAuthor & forecaster, HS Dent | Bearish | Wealthion | Japan is the fastest-aging major developed economy — demographic decline was predictable and Dent called it… |
| 2025-03-07 | Mohamed El-ErianChief economic adviser, Allianz | Bullish | Forward Guidance | Japan is finally exiting its multi-decade low-growth equilibrium as inflation returns, wages surge, and the… |
| 2024-11-08 | Katie StocktonTechnical strategist — Fairlead | Bearish | The Compound | Japanese equity benchmarks look toppy from a technical standpoint and are not participating in the… |
| 2024-10-16 | Janet MuiHead of market analysis, RBC Brewin Dolphin | Neutral | Bloomberg Surveillance | China's comprehensive stimulus package plus attractive valuations offers medium-term upside, while Taiwan and… |
| 2024-10-16 | Janet MuiHead of market analysis, RBC Brewin Dolphin | Bullish | Bloomberg Surveillance | Upgraded based on China's comprehensive stimulus measures and a shift in government thinking toward direct… |
| 2024-08-30 | Jordi VisserHead of AI Macro Nexus Research, 22V Research | Bullish | Wealthion | Japan faces the most urgent structural need to adopt robotics and automation, positioning it as a direct… |
| 2024-08-10 | Kevin MuirIndependent trader — The Macro Tourist | Bullish | Marko Papic | The Nikkei's 25% crash was technically driven by Yen carry trade unwinds and was excessive relative to… |
| 2024-07-09 | David RosenbergEconomist — Rosenberg Research | Bullish | Rosenberg Research | Valuations across emerging Asia are at levels comparable to the US in summer 1982 — the onset of a… |
| 2024-05-23 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Japan exited negative interest rates and has enormous catch-up potential after decades of stagnation, with a… |
| 2023-06-07 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | Bloomberg Live | Japan is showing broad market breadth, apparent resolution of deflation, genuine commitment to shareholder… |
| 2023-05-19 | Meb FaberCo-founder & CIO, Cambria | Bullish | The Business Brew | Japan at ~19x PE is reasonably valued after decades of stagnation, and a government-driven corporate… |
| 2022-11-22 | David EinhornFounder, Greenlight Capital | Bearish | AlphaInvestMinds | Japan's 250% debt-to-GDP has always looked unsustainable on paper, and with currency intervention already… |
| 2022-10-27 | Rob ArnottFounder & chairman, Research Affiliates | Bullish | Excess Returns | European and Japanese stocks are cheap by historical standards and the Ukraine/energy-supply narrative… |
| 2019-11-03 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | Paul Tudor Jones | Japan is a value play whose BOJ ran the most counterproductive policy in history — forced to ease when… |
| 2013-07-03 | Warren BuffettChairman, Berkshire Hathaway | Neutral | Leyland Private Asset Management | Japanese companies earn very low returns on equity (4–6%), making it nearly impossible to earn a satisfactory… |
| 2013-04-08 | Kyle BassFounder/CIO, Hayman Capital | Bearish | GGRPrivate | Japanese industry has been hollowed out over 20 years and macro tourists buying on yen weakness will suffer… |
| 2011-05-21 | David HerroCo-CIO international equities, Harris Associates (Oakmark) | Bullish | Bill Nygren | Japanese stocks trade below book value at ~8x cash flow (lowest developed market), down from 40,000/65x… |
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The options tape
Notable options days
Sessions in the last 120 where EWJ’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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| 2026-06-12 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
EWJ on the Wheel
EWJ passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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