Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
As a final reminder, this week is the big event as I sit down with fellow KEDM’er and FinTwit/Substack celebrity, Paulo Macro,
on Friday at 4:15PM EST!
In case you’ve lived under a rock for the past couple years, Paulo is a good friend and adept macro and thematic trader with over 20 years of buyside and sellside experience. He has been all over inflation and the rolling commodity crack-ups, including copper and a KEDM favorite, uranium, so this Happy Hour should be a lot of fun.
It is a KEDM members-only event. Sign up for a 28-day FREE TRIAL at
kedm.com and get your seat!
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
UA updates new CEO Kevin Plank’s compensation plan, stipulating that over 80% of his total compensation in FY25 will be contingent on the shares reaching $13 over the next four years. The total at-risk compensation consists of 2 million shares of stock with a grant date fair value of $8.26m.
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Friends of KEDM
- Justin Huhn of the Uranium Insider gave a deep dive interview on Uranium.
- One with our friends Patrick and Kevin at the Market Huddleinterviewed Ben Rabidoux on housing markets, comparing the US and Canada.
Kuppy’s Event Driven Monitor scans over 20 corporate events for market moving information and distills them into our propietary “Kliff Notes.” One profitable trade should more than cover an annual subscription and access to the Event Driven chatroom!