Stocks / ETF
EEMETF
FollowFollowingUnfollowiShares MSCI Emerging Markets ETF
$61.111d +0.1%5d -1.1%settled close · 2026-11-02
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16 investor calls on EEM in the last 90 days (15 bullish, 1 bearish). Follow EEM free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Mkt cap $28B (11/2)β 1.7252w $61–71Shares 463.5MNYSE Arca since 2003
The tape, with the calls on it
Who said what, and what EEM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about EEM
60 long13 shortlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Ajay Banga | Bullish | CNBC (uncut) | Small AI applications in agriculture, healthcare, education and workforce training can boost productivity and… |
| 2026-10-23 | Peter Mallouk | Bullish | Fox Business (uncut) | Emerging markets carry far less AI/tech concentration risk than the US and have been crushing US equity… |
| 2026-10-22 | Jonathan | Bullish | Fox Business (uncut) | Emerging markets could outperform for more than a decade and are attractive partly because they are currently… |
| 2026-10-20 | Rob ArnottFounder & chairman, Research Affiliates | Bullish | Excess Returns (feed) | Emerging markets value equities trade at CAPE ratios near 10 — dirt cheap on an absolute and relative basis —… |
| 2026-10-20 | Joe AmatoPresident & CIO—Equities, Neuberger Berman | Bearish | CNBC (uncut) | A developing rate-hike cycle and recent pressure on interest-sensitive assets warrant reducing previously… |
| 2026-10-17 | Bob MicheleCIO & head of global fixed income, J.P. Morgan Asset Management | Bullish | Masters in Business | EM central banks are running credible, inflation-vigilant policy, full local yield curves are 90%+… |
| 2026-10-16 | Rob HaworthSenior investment strategy director, U.S. Bank Asset Management | Bullish | Bloomberg TV (uncut) | AI buildout is happening as rapidly in Asia as the US, offering a tremendous earnings growth story at… |
| 2026-10-15 | Bill CampbellHead of Global Sovereign & Emerging Markets, DoubleLine Capital | Bullish | DoubleLine Capital | EM local bonds and currencies proved resilient in the recent rates sell-off, underpinned by stronger fiscal… |
| 2026-10-14 | Anneka Treon | Bullish | CNBC (uncut) | Emerging market equities trade at a meaningful valuation discount to the S&P 500 on forward P/E while… |
| 2026-10-14 | Courtney Garcia (Payne Capital)Senior Wealth Advisor, Payne Capital | Bullish | CNBC (uncut) | AI infrastructure buildout drives surging demand for commodities and materials that are heavily represented… |
Show all 73 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-09 | Maria VassalouHead, Pictet Research Institute | Bullish | Masters in Business | EMs controlling critical minerals and commodities required for new technologies and reindustrialization are… |
| 2026-09-30 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | EM local currency debt yields over 7% and benefits from a structural multi-year dollar bear market, offering… |
| 2026-09-18 | Russell NapierMarket strategist & financial historian | Bullish | The Peter McCormack Show | Most emerging markets carry total debt/GDP well below developed-world levels, giving governments no incentive… |
| 2026-09-17 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | EM local currency bonds are the best-performing sector of the global bond market in the current environment… |
| 2026-09-16 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | Julia La Roche Show | EM local-currency bonds yield over 7% and a falling dollar adds currency return on top; it is the… |
| 2026-09-14 | David RosenbergEconomist — Rosenberg Research | Bullish | Kitco NEWS | EM and Japan equities are inversely correlated to the US dollar, which Rosenberg expects to enter a prolonged… |
| 2026-07-07 | Wei LiGlobal Chief Investment Strategist, BlackRock Investment Institute | Bullish | Bloomberg Television | Fundamentals remain strong as evidenced by Samsung earnings, but a spike in underlying volatility has… |
| 2026-06-25 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | The Diary Of A CEO | Emerging markets have already demonstrated rotation alpha (+65% over the last year vs S&P +25%) at much… |
| 2026-06-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Dollar stability (sideways rather than strengthening) has been sufficient to fuel EM outperformance, and… |
| 2026-05-14 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Varney & Co | EM stocks are at their cheapest relative to US equities in 25 years, representing a generational buy… |
| 2026-04-17 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | Library of Mistakes | Emerging markets offer attractive valuations relative to the US and were explicitly cited as 'nice… |
| 2026-04-01 | Brent JohnsonCEO, Santiago Capital | Bearish | Julia La Roche Show | The widely-discussed rotation out of US equities into international and emerging markets is unnecessary… |
| 2026-03-31 | Meredith WhitneyCEO, Meredith Whitney Advisory Group | Bearish | Bloomberg Open Interest | The US has alienated emerging market economies through geopolitical actions and trade tensions, making EM the… |
| 2026-03-27 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | Julia La Roche Show | Extreme valuation gap between US equities (price-to-book more than double rest of world) and weakening dollar… |
| 2026-03-24 | Phil CamporealeChief investment strategist, J.P. Morgan Wealth Management | Bearish | Bloomberg Open Interest | Geopolitical uncertainty and oil shock create correlated stock-bond drawdowns that eliminate EM's… |
| 2026-03-23 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | Capital Allocators with Ted Seides | Emerging market value stocks are attractively priced relative to US equities and represent a better return… |
| 2026-03-12 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | EM offers a far better mix of fundamentals, positive momentum, near-zero investor positioning, and extreme… |
| 2026-03-02 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Dollar weakness generates currency translation alpha on top of yield, and EM local debt outperformed… |
| 2026-02-28 | Meb FaberCo-founder & CIO, Cambria | Bullish | Market Insider | EM tech companies offer comparable sector exposure to US tech at substantially lower valuations, passing the… |
| 2026-01-31 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | International markets rerated last year on policy shifts favoring shareholder value; 2026 should deliver the… |
| 2025-12-10 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Best-performing sector for dollar-based investors with currency translation gains stacking on top of superior… |
| 2025-11-27 | Meb FaberCo-founder & CIO, Cambria | Bullish | MoneyShow | EM valuations at ~12x CAPE — roughly a third to a quarter of the US multiple — represent the cheapest bucket… |
| 2025-11-25 | Martín EscobariCo-President & head of global growth equity, General Atlantic | Bullish | Invest Like the Best | Europe at 14x, Brazil at 9x, and Mexico at 10x earnings offer steep valuation discounts to an overpriced US… |
| 2025-11-17 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | interview | Dollar weakness produces currency translation gains for US-based investors in EM local currency stocks, with… |
| 2025-11-07 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | Bloomberg Television | US trade policy is redirecting manufacturing away from China toward Southeast Asian and other EM economies… |
| 2025-10-29 | Lyn AldenIndependent macro strategist | Bullish | interview | Select emerging markets benefit from the ongoing debasement trade and offer relative value compared to… |
| 2025-09-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | EM local currency debt is the 'number one play' on a structurally weaker dollar because negative real US… |
| 2025-08-22 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | The MSCI Emerging Markets index has given back nearly a decade of gains to 2017 levels and stands to benefit… |
| 2025-07-09 | Jordi VisserHead of AI Macro Nexus Research, 22V Research | Bullish | Wealthion | Stablecoins are forcing greater government fiscal accountability in EM countries, while AI democratizes… |
| 2025-06-11 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | Bloomberg Podcasts | Emerging markets will broadly benefit from dollar weakness and supply-chain diversification away from the US… |
| 2025-06-06 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | Emerging markets mirror the post-2001 setup — after a prolonged period of US large-cap dominance, EM… |
| 2025-05-15 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | interview | Emerging market equities offer cheaper valuations relative to the historically expensive US market… |
| 2025-03-14 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | EM equities offer cheaper and more interesting multiples than Europe at current levels, making them a better… |
| 2025-02-21 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bearish | Forward Guidance | The non-US rotation trade has exhausted its near-term leg as the dollar-weakening catalyst is largely priced… |
| 2024-11-22 | Meb FaberCo-founder & CIO, Cambria | Bullish | Lead-Lag Media | Foreign and emerging markets trade at significantly cheaper valuations than US large-cap, and historical… |
| 2024-08-28 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Forward Guidance | Weak dollar and PBOC easing lifting commodity prices creates a doubly favorable backdrop for EM equities that… |
| 2023-11-28 | Lyn AldenIndependent macro strategist | Bullish | Mark Moss | Certain emerging markets offer attractive valuations and can navigate sovereign-debt-cycle dynamics better… |
| 2023-09-03 | Brent JohnsonCEO, Santiago Capital | Bearish | Brent Johnson Milkshakes Pod | Investing • Finance | $200B of EM dollar-denominated debt matures within 24 months and must be repaid in an appreciating dollar… |
| 2023-08-31 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Three simultaneous EM tailwinds — commodity de-dollarization removing the dollar constraint on infrastructure… |
| 2023-01-16 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bullish | Michael Green | EMs are at an early beneficial stage of passive-flow penetration that historically supports equity… |
| 2023-01-06 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC Fast Money Final Trade | Chart technicals support emerging markets ETF and he is broadly bullish on emerging markets for 2023 |
| 2022-12-16 | David RosenbergEconomist — Rosenberg Research | Bearish | Foremost Financial | Historical recessionary playbook consistently shows EM equities underperform sharply in recessions, and any… |
| 2022-12-08 | Jamie DimonChairman & CEO, JPMorgan Chase | Bearish | CBS News | Rising US interest rates and a stronger dollar will cause an Emerging Market debt crisis as poorer countries… |
| 2022-10-27 | Rob ArnottFounder & chairman, Research Affiliates | Bullish | Excess Returns | EM stocks are cheap by historical standards while dominant bearish narratives (Ukraine war, COVID) are… |
| 2022-08-03 | Meb FaberCo-founder & CIO, Cambria | Bullish | Raise Your Average. | Emerging markets are 'scorching cheap' relative to history and US valuations, and with Russian stocks already… |
| 2022-07-14 | Meb FaberCo-founder & CIO, Cambria | Bullish | Stansberry Research | Emerging markets trade at a CAPE in the low teens versus ~30 for the US, offering maximum compounding… |
| 2022-07-07 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Western governments undermining rule of law and sanctity of property rights is a structural tailwind for EM… |
| 2021-09-10 | Rob ArnottFounder & chairman, Research Affiliates | Bullish | Investment Innovation Institute [i3] | EM growth stocks (Baidu, Alibaba, Tencent) trade at parity with US FANG despite EM broad indices being at… |
| 2021-06-11 | Meb FaberCo-founder & CIO, Cambria | Bullish | Real Vision Presents | EM trades at ~15 P/E and the cheapest 12 countries in the world sit around 13, making them deeply discounted… |
| 2021-04-10 | Benn EifertCo-founder & CIO, QVR Advisors | Bullish | Flirting with Models | Long-term productivity convergence in major EM economies — India, China, Brazil — is an inevitable structural… |
| 2021-03-01 | Felix ZulaufFounder, Zulauf Consulting | Bullish | DoubleLine Capital | Major commodity producers are emerging economies, so the combination of dollar decline and a broad commodity… |
| 2021-01-22 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | Bloomberg Television | Emerging markets did not participate in the US bubble rally and are as cheap relative to the S&P as they have… |
| 2019-11-26 | Pete NajarianCo-founder, Market Rebellion | Bullish | CNBC Fast Money Final Trade | Monster unusual options activity — 100,000 upside calls bought — signals institutional conviction that… |
| 2019-09-24 | John BurbankFounder, Passport Capital | Bearish | Kyle Bass | EM was funded by QE-driven weak dollar and foreign inflows that are now reversing; a strong dollar… |
| 2019-05-20 | Spencer GlendonFounder, Probable Futures | Short | Sohn Investment Conference | Consensus growth assumptions for hot-climate economies (India, Middle East, Central America) are wrong… |
| 2019-01-28 | Brent JohnsonCEO, Santiago Capital | Bearish | The Jay Martin Show | EM economies face a $200B debt maturity wall denominated in an appreciating dollar, ongoing currency… |
| 2018-12-28 | Cathie WoodCEO & CIO, ARK Invest | Bullish | CNBC Television | China is aggressively cutting income tax rates and import duties — not just using monetary policy — which… |
| 2016-08-02 | Meb FaberCo-founder & CIO, Cambria | Bullish | Invest Like a Boss Podcast | Emerging markets were down three years in a row entering 2016, a historically rare occurrence that has… |
| 2016-07-18 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | EM consumer staples are defensive (fall less in drawdowns), outperform the broader EM index, and are directly… |
| 2016-06-20 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Real Vision | Countries around the Indian Ocean have the best demographics, highest savings rates, and lowest debt-to-GDP… |
| 2015-01-23 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Short | Real Vision Presents | Rising USD forces the $5-9 trillion global carry trade to unwind, historically triggering 45-60% EM equity… |
| 2011-05-21 | David HerroCo-CIO international equities, Harris Associates (Oakmark) | Bearish | Bill Nygren | EM stocks are at their lowest-ever portfolio weight (~3%) because surging capital inflows have pushed… |
| 2010-10-05 | Guy SpierManaging Partner, Aquamarine Fund | Bullish | OpalesqueTV | Branded consumer goods companies in emerging markets possess defensible moats (e.g. genetic fit, local brand… |
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The options tape
Notable options days
Sessions in the last 120 where EEM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-30 | ||||||
| 2026-10-13 | ||||||
| 2026-08-04 | ||||||
| 2026-07-28 | ||||||
| 2026-07-27 | ||||||
| 2026-07-17 | ||||||
| 2026-06-12 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
EEM on the Wheel
EEM passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2017–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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