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We have our next Happy Hour this Friday!

November 20, 2025

KEDM WEEKLY A final reminder that this Friday, November 21st, 4:15pm ET, we are hosting Erik Renander from YWR on KEDM Happy Hour. Erik...
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Markets usually crash from debt bros doing really stupid things

October 8, 2025

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign...
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Sometimes the best thing to do is absolutely nothing

October 2, 2025

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign...
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The signs that an IPO window may be closing

September 25, 2025

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign...
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From Yoga Pants to Oil Rigs: Supply, Demand, and the Bruised-Toe Test of Real Assets

September 17, 2025

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign...
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Happy Hour “Big Themes” recording

September 4, 2025

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign...
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