Stocks / ETF
EEMETF
iShares MSCI Emerging Markets ETF
$66.911d +1.8%5d -0.1%settled close · 2026-09-17
β 1.7652w $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.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about EEM
31 long7 shortlatest 2026-07-07
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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… |
| 2026-04-17 | 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… |
| 2026-03-27 | 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 Camporeale | 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… |
| 2026-03-02 | 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… |
Show all 38 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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 | Mart N Escobari | 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… |
| 2025-07-09 | 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… |
| 2023-01-06 | 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 |
| 2022-12-08 | 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… |
| 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… |
| 2021-04-10 | 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… |
| 2019-11-26 | Pete Najarian | 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… |
| 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… |
| 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… |
2 new mentions of EEM this week are in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
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The options tapeThe Brief · paid
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× — 5 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 Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 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.
Today’s tape on
EEM is in this morning’s Brief.
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