Monday Monitor

What a week!

Some highlights from this weekend’s Event Driven Monitor

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The Event of the Week

What a week! We couldn’t have picked a better week to have Le Shrub join us as fund flows finally flip!!! During this week’s HH, we dove into the Ukraine trade, offshore, EU trades, uranium and a lot of Bessent/Trump, but most importantly we chatted how fund flows seem to have finally pulled an “uno” and reversed; a topic we’ve gone on and on about on these pages in past KEDMs.

We want to thank him for joining us for a great conversation and answering the barrage of questions from the KEDM community. As is typical, we’ll be dropping the full video in the video section of the site later this week.

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Kuppy’s Tweet of the Week

 


Chart and Kliff Note of the Week

SPAC Monitor: From Shrub on the KEDM Happy Hour: “CCIR is a pre-vote SPAC with a trust value of 10. So that means until the vote happens, your downside is $10 because they have $10 in cash. It’s trading at ~$11.50 right now, so your downside is still like $1.50 max.


Newsletter Short Monitor: This week, Muddy Waters claimed that FTAI is violating US sanctions on Iran and that, somehow, an Iranian airline company ended up having its products. Earlier this year, the short seller claimed that the
company was using accounting tricks to inflate its financials.

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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!

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