You’ll get the KEDM Event of the Week, KEDM’s Kliff Note and Chart of the Week, and our selection of the week’s best research, commentary and more from others in our Friends of KEDM section.

2025年3月23日 · Search by ticker or date to dive back into KEDM’s past insights and analyses. Whether you’re tracking market trends or revisiting a favorite post, our archive has everything you need to stay informed and ahead of the curve.

Kuppy’s Event Driven Monitor (“KEDM”) is not a financial or investment advisor and the information contained in this publication is not intended to constitute legal, accounting, or text advice or individually-tailored investment advice and is not designed to meet your personal financial situation.

2025年2月25日 · We realize that the size of KEDM may be intimidating—it shouldn’t be. KEDM is meant for those in a hurry, along with those who want to spend a weekend fishing for ideas. Here are some tips on how to navigate KEDM based on how much time you intend to spend.

Since starting to note EMs in KEDM we have touched on LatAm/Brazil, China and Turkey. Our last Turkish update was rightfully neutral, but that was back on XXX, so we figured it was time for an update. Let’s jump in…

2025年1月12日 · Kuppy’s Event Driven Monitor (“KEDM”) is not a financial or investment advisor and the information contained in this publication is not intended to constitute legal, accounting, or text advice or individually-tailored investment advice and is not designed to meet your personal financial situation.

2024年4月12日 · Join us for another exciting episode of KEDM Happy Hour! In this episode, our hosts dive deep into the tumultuous year of 2024 and share their thoughts on the upcoming opportunities in 2025. They discuss market trends, the impact of AI, and the dynamics of various sectors including emerging markets, privatizations, and energy.

Join us for another exciting episode of KEDM Happy Hour! In this episode, our hosts dive deep into the tumultuous year of 2024 and share their thoughts on the upcoming opportunities in 2025. They discuss market trends, the impact of AI, and the dynamics of various sectors including emerging markets, privatizations, and energy.

KEDM makes no recommendations whatsoever regarding buying, selling, or holding a specified security, a class of securities, or the securities of a class of issuers, and all commentary is for educational purposes only. The investment examples noted are intended to provide and example of the events and data KEDM flags each week and is not ...

The recipients of these flows will likely (hopefully) be their home countries as KEDM eyes more exposure in EM – Brazil, Turkey, and China. Speaking of the later, Trump hit Davos this week and spoke promisingly of Xi as sentiment perks up there.