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KEDM - Kuppy's Event Driven Monitor
Приєднався 7 вер 2021
KEDM is a community of sophisticated special situation traders and investors. Each week, KEDM publishes a newsletter that flags Event-Driven catalysts curated by Kuppy, a hedge fund manager, and discusses them in our chatroom. Each month, Kuppy sits down with an expert in an interactive Q&A "Happy Hour" with KEDM clients.
Join us for a free 4-week trial!
Learn more at www.KEDM.com
Join us for a free 4-week trial!
Learn more at www.KEDM.com
Navigating Energy: Staying Long on XLE Amid Recession Fears and Bombed-Out Sentiment
Kuppy and Tony Greer sit down to discuss what macro themes Tony thinks are driving markets at the moment, how he's playing them, and what he is watching for the next big market regime change.
They touch on the oil market and other commodities, Tony's favorite and least favorite charts at the moment, and how Tony has improved his process and technical analysis toolkit over the years.
Originally recorded on December 16, 2022.
#macro #terchnical_analysis #charts #oil #market_regime
Follow Tony Greer:
Twitter: x.com/TgMacro
Website: tgmacro.com/
Follow us:
Twitter: x.com/hkuppy
Twitter: x.com/kedm_com
Website: kedm.com
About KEDM
There are nearly 7,000 stocks in the US and multiples of that overseas. Keeping track of corporate events and catalysts to generate returns requires a team… KEDM solves this problem by monitoring over 20+ screens for these “events.” Every week, Kuppy and his team review ALL of these changes and distill them into their “Kliff Notes” for the coming week.
What we are NOT…
We are NOT a stock-picking service. We do NOT offer buy or sell recommendations. We track and flag corporate events and situations. Each client may interpret each event differently depending on their own unique timeframe and risk tolerance.
They touch on the oil market and other commodities, Tony's favorite and least favorite charts at the moment, and how Tony has improved his process and technical analysis toolkit over the years.
Originally recorded on December 16, 2022.
#macro #terchnical_analysis #charts #oil #market_regime
Follow Tony Greer:
Twitter: x.com/TgMacro
Website: tgmacro.com/
Follow us:
Twitter: x.com/hkuppy
Twitter: x.com/kedm_com
Website: kedm.com
About KEDM
There are nearly 7,000 stocks in the US and multiples of that overseas. Keeping track of corporate events and catalysts to generate returns requires a team… KEDM solves this problem by monitoring over 20+ screens for these “events.” Every week, Kuppy and his team review ALL of these changes and distill them into their “Kliff Notes” for the coming week.
What we are NOT…
We are NOT a stock-picking service. We do NOT offer buy or sell recommendations. We track and flag corporate events and situations. Each client may interpret each event differently depending on their own unique timeframe and risk tolerance.
Переглядів: 42
Відео
Year of the Tails: How Japanese Rate Hikes Could Reshape Global Markets
Переглядів 1519 годин тому
Kuppy and Tony Greer sit down to discuss what macro themes Tony thinks are driving markets at the moment, how he's playing them, and what he is watching for the next big market regime change. They touch on the oil market and other commodities, Tony's favorite and least favorite charts at the moment, and how Tony has improved his process and technical analysis toolkit over the years. Originally ...
Copper's Future: Balancing EV Demand, Low Inventories, and Chart-Driven Insights
Переглядів 1519 годин тому
Kuppy and Tony Greer sit down to discuss what macro themes Tony thinks are driving markets at the moment, how he's playing them, and what he is watching for the next big market regime change. They touch on the oil market and other commodities, Tony's favorite and least favorite charts at the moment, and how Tony has improved his process and technical analysis toolkit over the years. Originally ...
Natural Gas: Navigating Volatility Amid Global Supply Challenges and Deflationary Pressures
Переглядів 1919 годин тому
Kuppy and Tony Greer sit down to discuss what macro themes Tony thinks are driving markets at the moment, how he's playing them, and what he is watching for the next big market regime change. They touch on the oil market and other commodities, Tony's favorite and least favorite charts at the moment, and how Tony has improved his process and technical analysis toolkit over the years. Originally ...
Refiners' Bull Market: How Crack Spreads and Gasoline Demand Drive Massive Margins
Переглядів 1119 годин тому
Kuppy and Tony Greer sit down to discuss what macro themes Tony thinks are driving markets at the moment, how he's playing them, and what he is watching for the next big market regime change. They touch on the oil market and other commodities, Tony's favorite and least favorite charts at the moment, and how Tony has improved his process and technical analysis toolkit over the years. Originally ...
Uranium's Revival: Bullish Case Amid Energy Transition and Nuclear's Clean Future
Переглядів 3319 годин тому
Kuppy and Tony Greer sit down to discuss what macro themes Tony thinks are driving markets at the moment, how he's playing them, and what he is watching for the next big market regime change. They touch on the oil market and other commodities, Tony's favorite and least favorite charts at the moment, and how Tony has improved his process and technical analysis toolkit over the years. Originally ...
Navigating Markets: Long Refiners, Short Tech, and the Cannabis Conundrum
Переглядів 1719 годин тому
Kuppy and Tony Greer sit down to discuss what macro themes Tony thinks are driving markets at the moment, how he's playing them, and what he is watching for the next big market regime change. They touch on the oil market and other commodities, Tony's favorite and least favorite charts at the moment, and how Tony has improved his process and technical analysis toolkit over the years. Originally ...
From Options Burnout to Trading Success: Lessons in Simplifying Strategy and Staying in the Game
Переглядів 1219 годин тому
Kuppy and Tony Greer sit down to discuss what macro themes Tony thinks are driving markets at the moment, how he's playing them, and what he is watching for the next big market regime change. They touch on the oil market and other commodities, Tony's favorite and least favorite charts at the moment, and how Tony has improved his process and technical analysis toolkit over the years. Originally ...
Speculation in Uranium: The Role of SPUT, Hedge Funds, and Market Manipulation
Переглядів 4119 годин тому
Warren Irwin has been one of the best-performing natural resources hedge fund managers since he launched Rosseau Asset Management in 1998, and more recently, he has become one of the more prominent uranium bears even though he’s actually long. In this happy hour discussion, he outlines his uranium bear case and touches on other commodities like copper, nickel, metallurgical coal, and oil. Origi...
The Uranium Hype: Lessons from Paladin and the Rise and Fall of Junior Miners
Переглядів 15719 годин тому
Warren Irwin has been one of the best-performing natural resources hedge fund managers since he launched Rosseau Asset Management in 1998, and more recently, he has become one of the more prominent uranium bears even though he’s actually long. In this happy hour discussion, he outlines his uranium bear case and touches on other commodities like copper, nickel, metallurgical coal, and oil. Origi...
Lessons from the Last Uranium Cycle: Surviving the Hype and Avoiding Vaporization
Переглядів 1819 годин тому
Warren Irwin has been one of the best-performing natural resources hedge fund managers since he launched Rosseau Asset Management in 1998, and more recently, he has become one of the more prominent uranium bears even though he’s actually long. In this happy hour discussion, he outlines his uranium bear case and touches on other commodities like copper, nickel, metallurgical coal, and oil. Origi...
The Reality of Nuclear Growth: A Slow Path Amid Decommissioning and Small-Scale Reactors
Переглядів 1719 годин тому
Warren Irwin has been one of the best-performing natural resources hedge fund managers since he launched Rosseau Asset Management in 1998, and more recently, he has become one of the more prominent uranium bears even though he’s actually long. In this happy hour discussion, he outlines his uranium bear case and touches on other commodities like copper, nickel, metallurgical coal, and oil. Origi...
Uranium Market Dynamics: Hidden Supplies, Brave Bulls, and the Future of Production
Переглядів 2919 годин тому
Warren Irwin has been one of the best-performing natural resources hedge fund managers since he launched Rosseau Asset Management in 1998, and more recently, he has become one of the more prominent uranium bears even though he’s actually long. In this happy hour discussion, he outlines his uranium bear case and touches on other commodities like copper, nickel, metallurgical coal, and oil. Origi...
Uranium Market Dynamics: Hidden Supplies, Brave Bulls, and the Future of Production
Переглядів 2119 годин тому
Warren Irwin has been one of the best-performing natural resources hedge fund managers since he launched Rosseau Asset Management in 1998, and more recently, he has become one of the more prominent uranium bears even though he’s actually long. In this happy hour discussion, he outlines his uranium bear case and touches on other commodities like copper, nickel, metallurgical coal, and oil. Origi...
China's Massive Uranium Stockpile: How It Shapes the Global Market
Переглядів 2719 годин тому
Warren Irwin has been one of the best-performing natural resources hedge fund managers since he launched Rosseau Asset Management in 1998, and more recently, he has become one of the more prominent uranium bears even though he’s actually long. In this happy hour discussion, he outlines his uranium bear case and touches on other commodities like copper, nickel, metallurgical coal, and oil. Origi...
The Mystery of Uranium Stockpiles: Are We Nearing the Bottom of the Barrel?
Переглядів 3519 годин тому
The Mystery of Uranium Stockpiles: Are We Nearing the Bottom of the Barrel?
From Balance Sheets to Toasters: How Zimbabwean Banks Survived Hyperinflation
Переглядів 819 годин тому
From Balance Sheets to Toasters: How Zimbabwean Banks Survived Hyperinflation
Zimbabwe Stock Exchange: Lessons in Volatility and Unbelievable Nominal Upside
Переглядів 819 годин тому
Zimbabwe Stock Exchange: Lessons in Volatility and Unbelievable Nominal Upside
The Zimbabwe Model: How Manufacturing Collapse Fuels Inflation and Economic Dysfunction
Переглядів 819 годин тому
The Zimbabwe Model: How Manufacturing Collapse Fuels Inflation and Economic Dysfunction
When Markets Crash Upward: Lessons from Zimbabwe on Leverage, Conglomerates, and Resilience
Переглядів 919 годин тому
When Markets Crash Upward: Lessons from Zimbabwe on Leverage, Conglomerates, and Resilience
Shorting a Currency with Debt: Lessons from Zimbabwe's Inflation and Asset Leverage
Переглядів 819 годин тому
Shorting a Currency with Debt: Lessons from Zimbabwe's Inflation and Asset Leverage
What If Inflation Stays High? Challenging the Market's Deflationary Playbook
Переглядів 1019 годин тому
What If Inflation Stays High? Challenging the Market's Deflationary Playbook
Hyperinflation Unveiled: Insights from Gideon Gono on the Vicious Cycle of Money Printing
Переглядів 1019 годин тому
Hyperinflation Unveiled: Insights from Gideon Gono on the Vicious Cycle of Money Printing
From Risk Aversion to Complacency: How Market Caps and Investor Mindsets Have Shifted Since 2010
Переглядів 719 годин тому
From Risk Aversion to Complacency: How Market Caps and Investor Mindsets Have Shifted Since 2010
From COVID Froth to Algo Manipulation: The Changing Face of Market Warfare
Переглядів 419 годин тому
From COVID Froth to Algo Manipulation: The Changing Face of Market Warfare
Stock Manipulation or Market Strategy? The Legal Gray Areas of Modern Investing
Переглядів 619 годин тому
Stock Manipulation or Market Strategy? The Legal Gray Areas of Modern Investing
The Art of Activist Short Selling: Investigating Fraud, Building Evidence, and Deciding What Matters
Переглядів 719 годин тому
The Art of Activist Short Selling: Investigating Fraud, Building Evidence, and Deciding What Matters
The Art of Activist Short Selling: Investigating Fraud, Building Evidence, and Deciding What Matters
Переглядів 819 годин тому
The Art of Activist Short Selling: Investigating Fraud, Building Evidence, and Deciding What Matters
The Impact of Cheap Debt: Market Dishonesty, Corporate Manipulation, and the Future of Short Selling
Переглядів 519 годин тому
The Impact of Cheap Debt: Market Dishonesty, Corporate Manipulation, and the Future of Short Selling
The Dark Side of US-China Capital Markets: Corruption, Fraud, and Political Strategy
Переглядів 619 годин тому
The Dark Side of US-China Capital Markets: Corruption, Fraud, and Political Strategy
West Africa. Potential sites in Republic of Guinee. Perhaps inroads into Niger?
Adams audio sucks
the bear case is - there is no bear case.
Big Fan of both Mike Alkin and Harris Kupperman. Well done gentlemen!
GOOD FOOD FOR THOUGH- A LITTLE BIT MORE OF THE CONVERSATION WOUL BE BENEFICIAL
False information, unfortunately, due to the requirement to power datacenters which will not be present anywhere outside of the secure enclave.
Dude. Releasing 20 two minute videos all at once is very annoying. Either do one longer video or just release one or two shorties a day. I know you're rich, but you could at least pretend to care about doing UA-cam correctly.
Good time to be buying! Some miners just got very attractive 🎉
too many shorts, unsubscribed