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EEM

EEM

7 tracked calls · 4 long · 3 short · last 90d: 2L/2S
first called by Jordi Visser 6mo ago
EEMEEMLONG1w ago
“I think the better part of valor is to use pullbacks and weakness to your advantage, put money to work there. Specifically, small cap in the US and EM equities.”
Wealthion

Global earnings power is finally spreading beyond the Mag 7, so buy emerging market equities to capture their projected 50-55% earnings growth in 2026.

EEMEEMLONG@ $64.72
$63.24-2.30%
since call Jul 23
peak +2.1%
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EEMEEMLONG1mo ago
“Value stocks have outperformed the S&P, and they have outperformed growth stocks.”
Wealthion · Marc Faber

Emerging markets and value stocks outperform as money rotates out of an overvalued US growth market.

EEMEEMLONG@ $67.74
$63.24-6.64%
since call Jun 24
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EEMEEMSHORT1mo ago
“If you're still if you're still exposed to that EM thesis, that's definitely definitely not where you should be.”
1000x

The 2026 emerging market boom thesis completely collapsed as investors realize all true AI innovation lives in the US and repatriate their capital.

EEMEEMSHORT@ $69.25
$63.24+8.69%
since call Jun 19
peak +13.9%
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EEMEEMSHORT1mo ago
“I think this setup is overall bearish for BTC/gold/silver/broad EM/homebuilders/Other rate-sensitive sectors.”
3X Long Labubu

Bear-flattening + strong dollar squeezes broad EM as capital rotates hard into US AI semis

EEMEEMSHORT@ $71.18
$63.24+11.16%
since call Jun 18
peak +13.8%
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EEMEEMLONG3mo ago
“a lot of these non-US trades have gotten rinsed. And LATAM, China, like anywhere but US kind of seems to be like…”
Forward Guidance · Felix Jauvin

Non-US markets, LATAM and China, set to lead as positioning got rinsed and dollar weakens

EEMEEMLONG@ $60.47
$63.24+4.58%
since call Apr 10
peak +9.2%
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EEMEEMSHORT4mo ago
“Probably not so good for emerging markets as people pull out of emerging markets to flood back into America, as America is now viewed as a safe…”
1000x · Avi Felman

Money flees emerging markets back to a safe-haven America, so broad EM equities sell off as flows reverse.

EEMEEMSHORT@ $60.41
$63.24-4.67%
since call Mar 10
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EEMEEMLONG6mo ago
“I'm a big believer in foreign markets, emerging markets, and small caps and mid caps. I think this continues. And again, it's all about software...”
Jordi Visser

US software dominance fades as AI commoditizes it, rotating capital into hardware-heavy emerging markets.

EEMEEMLONG@ $57.56
$63.24+9.86%
since call Jan 18
peak +13.8%
Trade on Robinhood →