Stocks / ETF
EWJETF
iShares MSCI Japan ETF
$97.911d +0.9%5d +1.5%settled close · 2026-09-17
β 1.2252w $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
10 long2 neutral5 shortlatest 2026-08-14
| 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… |
| 2026-08-07 | 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 Dobson | 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… |
| 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… |
| 2024-10-16 | Janet Mui | Neutral | Bloomberg Surveillance | China's comprehensive stimulus package plus attractive valuations offers medium-term upside, while Taiwan and… |
| 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… |
Show all 17 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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… |
| 2024-05-23 | 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… |
| 2022-10-27 | Rob ArnottFounder & chairman, Research Affiliates | Bullish | Excess Returns | European and Japanese stocks are cheap by historical standards and the Ukraine/energy-supply narrative… |
| 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… |
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The options tapeThe Brief · paid
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× — 8 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 Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-03 | ||||||
| 2026-08-17 | ||||||
| 2026-08-07 | ||||||
| 2026-08-04 | ||||||
| 2026-07-17 | ||||||
| 2026-06-24 | ||||||
| 2026-06-16 | ||||||
| 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.
Today’s tape on
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