Karim Rahemtulla, Guest
Head Fundamental Tactician, Monument Traders Alliance
Karim Rahemtulla has always had a nose for value other people miss. As a kid at boarding school in England, that meant reselling his mother’s homemade snacks to homesick classmates for a profit – anything to escape the horrendous British food. Years later, it meant something bigger: spotting an overlooked oil services company when crude was trading at $10 a barrel and everyone else had fled the sector. Different decades, same instinct – Karim was a born fundamental analyst, possessing the rare ability to see value long before the crowd does.
Educated in England, Canada, and the U.S., Karim is fluent in several languages, with undergraduate studies in economics and foreign languages and a master’s degree in finance. He put that education to work fast, becoming one of the youngest CFOs of a brokerage and trading firm that cleared through Bear Stearns in the late 1980s. There he was trained by veterans of the business – traders who had already made their mistakes and whose late-career strategies Karim recognized as genuinely powerful.
His father taught him early: never pay full price – not for a house, a car, or a stock. Karim has carried that principle with him ever since, and it has shaped everything from his personal investments to his professional calls. He prefers to see things firsthand. He once bribed his way onto a fishing boat in the Persian Gulf just to observe the Strait of Hormuz with his own eyes. Days after the revolution in Cairo in 2011, he sat across from the head of Egypt’s stock exchange. He has stood inside a copper mine in Arizona years before data centers showed up nearby. For Karim, the edge comes from getting there before the analysts do.
Since his early days, Karim has built a cumulative track record that spans more than 35 years of options trading and international markets – and a body of macro calls that could impress even the most seasoned global macro fund manager. Over a span of 18 months in the late 2010s… he avoided a single realized loss on 37 consecutive recommendations.
His early calls on some of the most consequential trends and stocks of the past three decades speak for themselves…
- In 1994, when the commercial internet was still a fringe idea, he told readers to ignore the flashy IPOs and instead buy the companies building the backbone – Comcast, Nextel, and Ericsson – which went on to return 10x, 20x, even 25x during the boom. A $1,000 investment in each could have grown to $69,000.
- In 1999 he warned people that the No. 1 threat was massive overvaulation of the stock market. What happened next? The dot-com bust. The companies Karim recommended ended up going up big time.
- In the 2000s, he predicted the real estate meltdown, nearly two years before it happened.
- Years before stocks like Fortinet took off, he told readers that cybersecurity would become one of the biggest industries in the world – a prediction that has since been validated many times over.
- And perhaps most striking, in 2020, when COVID collapsed air travel and Rolls-Royce’s stock fell below $1, Karim looked past the jet engine business that every analyst was fixated on – and focused on its nuclear division. His recommendation helped one subscriber turn $20,000 into $1 million. Another used the proceeds to pay cash for his home. A third bought over 500,000 shares at under $1 and is now sitting on $8 million. Subscribers who followed the call had the chance to see their capital rise more than 11x in three years.
The thread connecting each of these calls is Karim’s singular focus on finding value the market has missed – overlooked sectors, depressed prices, and structural mispricings – and getting there before institutional capital catches on. Whether it was the internet backbone in 1994, oil services in 1999, or Rolls-Royce’s nuclear division in 2020, Karim has consistently found the signal before the crowd did.
He is the author of the best-selling book Where in the World Should I Invest? and now spends his days co-leading The War Room alongside Bryan Bottarelli, deploying strategies that span LEAPS trading, spread trading, put selling, and insider cluster buying. You can also catch him with Bryan every Tuesday in Monument Trend Advisory’s weekly live “Intelligence Briefing” and in the monthly “Field Report.”
