June 25, 2021

Kuppy Chats With Realvision (again)


Last week, right before the Fed decision, I sat down with Max Wiethe from Real Vision to chat about the markets and Event-Driven investing strategies. With special thanks to my friends at Real Vision, they have provided a free link to the interview. Hope you enjoy. Additionally, KEDM will be going behind the paywall in July. Saturday’s edition will be the last free one. ... Read More
Categories: General
Positions Mentioned:
June 21, 2021

JPOW Jests…


Thursday afternoon, there was a press conference. Some dots were moved about on a piece of paper and JPOW threatened a few basis points of yield in a year or two. I didn’t bother to tune in because I had a hunch that nothing would happen. I was correct. Absolutely nothing happened at the meeting. If not for the price action in some securities ... Read More
Categories: Comments On Events
Positions Mentioned:
June 2, 2021

ESG = Energy Stops Growing


For most of my career, oil demand has grown each year and supply has roughly kept up. Sure, it’s overshot in both directions. We’ve seen shortages and we’ve seen gluts. We’ve even seen oil go negative. Throughout this time, we’ve always intuitively known that the cure for high prices is high prices. Last week may have forever changed this prudent logic. I’m starting to ... Read More
Categories: Investments
Positions Mentioned: CL
May 17, 2021

Kuppy Chats With Zer0esTV…


Friends, I recently chatted with Carson Block’s Zer0esTV (I’m a subscriber and big fan) about unlocks and how to play them, along with a timely opportunity. Click here to watch We also get to laugh at ARKKegos Click here to watch Hope you enjoy, Kuppy  
Categories: General
Positions Mentioned:
May 5, 2021

Focus On The Facts…


One of the great benefits of writing this blog is that I get hundreds of emails each month. These emails give me a unique perspective into what others see and an insight into how they run their books. With that in mind, I’d like to explore an odd concept in finance—investors’ political views getting in the way of them making money. As our world ... Read More
Categories: Comments On Events
Positions Mentioned:
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