Erdy does it again…
Turning to the markets, by now you are well aware of our EM leanings as we have been beating a dead horse for well over 6 months on the theme. One of those EMs has been making some global news lately, so we figured we’d do a quick update. Let’s dig in… You’ve probably seen…
Let’s chat Turkey…
Regular KEDM readers have likely picked up on our growing bullishness for some specific EMs. We all know the chart by now but the US is stretched as NVDA and MSTR prop up the whole market. And as DMs become EMs, emerging markets should see a flip in fund flows with EMs finally “emerging.” Since…
November 24, 2024, Vol. 202
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