Insights | Kuppy's Event Driven Monitor

Explore Every Angle

KEDM Themes, Inflections and Macro Notes.

Recent commentary is paywalled for subscribers-only.

13F (0)

A.I. (0)

aerospace (0)

Aerospace Alloy (0)

Africa (0)

AI (0)

Airbus (0)

aircraft (0)

airline (0)

alloy (0)

Argentina (0)

BABA (0)

Basil (0)

Basil Elziki (0)

Bear (0)

Bitcoin (0)

Boeing (0)

Bonds (0)

Brazil (0)

Brokers (0)

BSD (0)

BTC (0)

Buenos Aires (0)

builder (0)

Buyback (0)

Buyside Monitor (0)

cameco (0)

Casey (0)

Casinos (0)

charles (0)

Chile (0)

China (0)

cigar lake (0)

citizenship (0)

Coal (0)

Colombia (0)

Crisis (0)

Critical Metals (0)

CSCO (0)

CumRocket (0)

Currency (0)

Dayrates (0)

De-Gross (0)

Degross (0)

Derek (0)

Derek Pilecki (0)

Dino (0)

divergence (0)

Doge (0)

Dollar (0)

Doug (0)

DXY (0)

Eiffel Tower (0)

Eiffel Towers (0)

Emerging Markets (0)

EMs (0)

Energy (0)

ESG (0)

Exchanges (0)

Failing Rally (0)

FCMs (0)

Fert (0)

Fertilizer (0)

Financials (0)

FTSE (0)

FX (0)

Gambling (0)

GBTC (0)

GDX (0)

GDXJ (0)

GLD (0)

gold (0)

Gold miners (0)

H&S (0)

HALEU (0)

Happy Hour (0)

Harvest (0)

Henley (0)

Henley Partners (0)

Houthi (0)

HY Spread (0)

index (0)

Index addition (0)

index deletion (0)

Inflation (0)

ISM (0)

Japan (0)

Japanese Brokers (0)

Javier Milei (0)

Junior Mining (0)

KAP (0)

KATCO (0)

Kazakistan (0)

kazatomprom (0)

KWEB (0)

LatAm (0)

liquidity (0)

Louis-Vincent (0)

LVG (0)

Macro (0)

Maersk (0)

MAG7 (0)

Margin (0)

Margin Debt (0)

marhlem (0)

Markets (0)

MENA (0)

META (0)

metaverse (0)

Middle East (0)

Middle East and North Africa (0)

Mining (0)

mugshot (0)

NE (0)

NexGen (0)

Notes (0)

nuclear (0)

NVDA (0)

Offshore (0)

Oil (0)

oil services (0)

Online Gambling (0)

OPEC (0)

Orano (0)

OSB (0)

OSVs (0)

OVSs (0)

Panama (0)

Paulo Macro (0)

PE (0)

Peg (0)

Permiting (0)

PGMs (0)

PLAT (0)

Platinum (0)

ponzi (0)

Private Equity (0)

Project Zimbabwe (0)

QE (0)

QQQ (0)

Rare Earth (0)

Rates (0)

real estate (0)

Red Sea (0)

REEs (0)

reverse repurchase agreement (0)

RoRo (0)

RRP (0)

Russell (0)

Russia (0)

SEMIS (0)

shipping (0)

silver (0)

SMH (0)

Sprott (0)

SPUT (0)

SPY (0)

Stimulus (0)

tankers (0)

Tariffs (0)

Tax (0)

taxes (0)

TLT (0)

Transocean (0)

Trump (0)

Turkey (0)

U308 (0)

Uranium (0)

VAL (0)

Vol (0)

WNA (0)

WTI (0)

Xi (0)

Yellowcake (0)

Yemeni (0)

Zimbabwe (0)

Free

Paid

Financials Unplugged

paid

August 3, 2025, Vol. 253

We want to thank Derek for jumping on this months Happy Hour to chat all things Financials! Was a great...

Chomp, Chomp…

free

July 27, 2025, Vol. 234

Reminder that next week, Friday at 4:15 EST, we will be hosting our “Financials Unplugged” Happy Hour with Gator Capital’s...

Toll Roads

paid

July 20, 2025, Vol. 233

Turning to the markets, this week we decided to invite our very good friend Roderick van Zuylen, aka RooJoo, to...

Hold the Peg

paid

July 13, 2025, Vol. 232

Moving onto a trend that’s suddenly become interesting, we want to chat briefly about currency pegs. As you’re well aware,...

RRP + TGA

paid

June 29, 2025, Vol. 231

OK, let’s get into it. Sometimes someone says something that jars our memory and reminds us to check some charts....

It’s All A Sideshow…

paid

June 22, 2025, Vol. 230

Just signed on, did anything happen this weekend???? Remember how the market was hyper focused on tarriffs 2 months ago...

We told ourselves that we’d come back from vacation when something happens. What’s going on in the Middle-East certainly qualifies...

What Year Are We In????

paid

June 8, 2025, Vol. 228

Last week abroad before heading back to PR to get back into the saddle. Honestly, I check in each day...

Explore Every Angle

Themes

FEATURES

RESOURCES

FOLLOW US

Save your cart?