March 2026Live view →
On the record
last 31 days · 8 positionsTheir calls
✓ 1✗ 0 1 settled in March 2026
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✓ Called it
US dollar / Japanese yen at or above 160.00 · USDJPY
“USDJPY is back at the 160 doorstep and would break out to new multi-decade highs without US market meddling.” — their words, paraphrased · said Mar 18 · settled Mar 27 the post ↗
It did: US dollar / Japanese yen 160.29 on Mar 27.
The chart
Read from their words, checked against market data, approved by a person. Misses show like hits.
Latest positions
- WNWeston NakamuraStrongly bullish on USDJPY He calls long USDJPY a "no brainer", expecting the pair to rejoin crude and cross-asset markets higher after a temporary jawboning-driven dislocation. “& so long USDJPY a “no brainer”” Open the post Interesting market setup at Asia AM 🇯🇵OPEN: U… · 29 Mar
- WNWeston NakamuraStrongly bullish on crude Crude is rising on genuine fundamental realities and has no fundamental reason to sell down at the moment. “crude is↑ for actual fundamental realities” Open the post Interesting market setup at Asia AM 🇯🇵OPEN: U… · 29 Mar
- WNWeston NakamuraDovish on Bank of Japan Ueda will not deliver a convincingly hawkish press conference, leaving the BOJ unable to support the yen. “Ueda, who can’t even strengthen JPY during peacetime / without crude ripping↑, will not deliver a convincingly hawkish press conf” Open the post Last BOJ (Jan’26) USDJPY on its way → 160 after … · 18 Mar
- WNWeston NakamuraStrongly bearish on JPY The yen is at great risk of weakening again given the BOJ's inability to sound hawkish. “putting JPY at great risk once again” Open the post Last BOJ (Jan’26) USDJPY on its way → 160 after … · 18 Mar
- WNWeston NakamuraBullish on USDJPY USDJPY is back at the 160 doorstep and would break out to new multi-decade highs without US market meddling. Open the post Last BOJ (Jan’26) USDJPY on its way → 160 after … · 18 Mar
- WNWeston NakamuraBullish on crude Crude would be breaking out to new multi-decade highs if not for perceived US market intervention. “USDJPY & crude would be breaking out to new multi decade highs” Open the post Last BOJ (Jan’26) USDJPY on its way → 160 after … · 18 Mar
- WNWeston NakamuraBearish on NKY Rising crude and USDJPY would crush global equities into bear market territory, with NKY trading inversely to crude. “which would then be crushing global equities into bear market territory (post-Iran: NKY & crude trading almost perfectly inverse)” Open the post Last BOJ (Jan’26) USDJPY on its way → 160 after … · 18 Mar
- WNWeston NakamuraStrongly bullish on USDJPY USDJPY is on a self-reinforcing path higher, with 200+ paired with $200 crude. “More JPY sold → buy USD → buy oil $200 crude ↔︎ USDJPY 200+” Open the post Crude priced in USD has seen ~50% higher prices … · 13 Mar
Their output
8 in March 2026Sat 28Wed 18 · 4Wed 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- JPY 7 items
- USDJPY 7 items
- Bank of Japan 4 items
- crude 4 items
- Ministry of Finance of Japan 2 items
- Kazuo Ueda 2 items
- U.S. Treasury 2 items
- rate checks 2 items
See what your own voices say about Weston Nakamura, every morning.
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