EPOL iShares MSCI Poland ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
16:00
Aug 14
Aug 14
Meb Faber Show
Favor Japan and European manufacturing economies.
US equities are a crowded ~70% of global market cap, so excess returns require non-US exposure. Since America cannot reshore without help from Japan, Germany, and other manufacturing economies, he suggests moving US equity weight toward 50%, adding Japan around 15%, and sprinkling Germany, Poland, Hungary, and emerging markets, expecting at least inline returns with lower volatility.
EPOL
iShares MSCI Poland ETF
Long
1ST
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21:00
May 20
May 20
Anthony Pompliano
Poland and European defense tech opportunity
Poland and Eastern Europe show rising defense spending and early AI adoption; Poland could be the European country that pops, with France a possible second, and tech/defense tech in Europe offers massive opportunities as regulation eventually pushes back.
EPOL
iShares MSCI Poland ETF
Long
1ST
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14:45
May 19
May 19
Milk Road Macro
Long Poland on fiscal discipline.
Poland spends the highest portion of GDP on defense (4.5%), invests heavily in education and productivity-enhancing areas rather than welfare, and remains outside the euro. It will benefit from any EU fragmentation through capital inflows and currency appreciation. Poland is a long.
EPOL
iShares MSCI Poland ETF
Long
1ST
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About EPOL Investor Commentary
Across the available history and selected sources, Buzzberg tracks EPOL (iShares MSCI Poland ETF) across 12 sources: 7 bullish vs 0 bearish calls from 12 authors. Historical directional balance: 58% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 12 total trade ideas tracked. Latest voices: Luke Gromen, Dan Ives, Eric Wallerstein.