Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
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Our themes of geopolitical chaos and inflation are pretty well known to this community and continue to grind higher. And as a derivative, for the past several months we have noted our bullishness for the shiny pet rock and the lack of love it has attracted. Especially after breaking to new ATHs from its multi-year consolidation right as JPOW and the Fed signal that their inflation fighting mandate is flexible in an election year.
While the MSM would prefer you “don’t pay attention to the man behind the curtain,” we are shining a spotlight on the chaos and gold themes with our next KEDM Happy Hour guest. We are lucky to welcome Mr. “International Man” Doug Casey, who literally wrote the book on “Crisis Investing” and has certainly been around the block on all things gold and mining.
We’re hosting Doug for a virtual happy hour on Friday April 12th at 4:15 PM ET. You must have an active KEDM subscription or trial to join. Sign up for your 28-day free trial and register for the happy hour in the Member Portal.
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Kuppy’s Tweet of the Week
The President of Guyana makes an incredible stand for offshore exploration!
Chart and Kliff Note of the Week
VSTO – The bidding war at Vista Outdoor continues, as MNC Capital raised their offer to $37.5/sh. Remember, MNC previously offered $35/sh, was rejected by the board, who wants to accept CSG Group’s offer for the ammo business and keep running the outdoor segment.
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Friends of KEDM
- Chase Taylor (Pinecone Macro Research) has launched a new podcast, Taylor Made Macro. You can check out the inaugural episodewith Brent Johnson.
- Larry McDonald joined the Forward Guidance podcast to discuss a theme near and dear to our hearts, a second wave of inflation and the rotation of capital out of technology and into hard assets. Well worth the listen…
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!