We want to thank Roderick for joining us on Friday to chat thematics, ED and KEDM. We covered a TON of ground from nic pouches, to US automotive (Issue 237), to Long Vol names. As we typically do, we will get the recording up on the Video section of the website later this week. In the meantime, we’ve added the AI-generated Kliff Notes at the link below. Enjoy!
But before we get into the Kliff Notes, an old KEDM Happy Hour guest (and OG of metals), Doug Casey, reached out with a new book that will be published tomorrow – The Preparation. Its all about how college has lost its way and provides an alternative way based on things a man (or woman) actually uses to create value – field competence, build-and-fix trades, adventure, entrepreneurship, finance, travel, and communications. We don’t typically promote anything on KEDM but given he’s a KEDM loyalist, and ex-HH guest, we figured we’d give it a nod.
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. The investments discussed in this publication may not be suitable for you. You are required to conduct your own due diligence, analyses, draw your own conclusions, and make your own investment decisions. Any areas concerning legal, accounting, or tax advice or individually-tailored investment advice should be referred to your lawyers, accountants, tax advisors, investment advisers, or other professionals registered or otherwise authorized to provide such advice. 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 representative of typical returns generated by each event or any future returns.
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Big Themes With RooJoo
A low frequency but juicy strategy where the edge is government incompetence.
Let’s dig in…
We want to thank Roderick for joining us on Friday to chat thematics, ED and KEDM. We covered a TON of ground from nic pouches, to US automotive (Issue 237), to Long Vol names. As we typically do, we will get the recording up on the Video section of the website later this week. In the meantime, we’ve added the AI-generated Kliff Notes at the link below. Enjoy!
But before we get into the Kliff Notes, an old KEDM Happy Hour guest (and OG of metals), Doug Casey, reached out with a new book that will be published tomorrow – The Preparation. Its all about how college has lost its way and provides an alternative way based on things a man (or woman) actually uses to create value – field competence, build-and-fix trades, adventure, entrepreneurship, finance, travel, and communications. We don’t typically promote anything on KEDM but given he’s a KEDM loyalist, and ex-HH guest, we figured we’d give it a nod.
Now on to the Kliff Notes….
KEDM Happy Hour Kliff Notes – “Big Themes” with Roderick Van Zuylen
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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. The investments discussed in this publication may not be suitable for you. You are required to conduct your own due diligence, analyses, draw your own conclusions, and make your own investment decisions. Any areas concerning legal, accounting, or tax advice or individually-tailored investment advice should be referred to your lawyers, accountants, tax advisors, investment advisers, or other professionals registered or otherwise authorized to provide such advice. 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 representative of typical returns generated by each event or any future returns.