Our Fave Ponzi…
We want to quickly touch on our favorite Ponzi Scheme. When a Ponzi makes a new all time high, you want to buy it. However, you need to be careful as it may be a trap. Look at the red circle, that was a trap. It sucked in the last few baggies on the highs,…
Times Are A Changin’….
We’re changing our tune a bit here at KEDM. After spending years alone in the desert thinking that Fiscal trumps everything else, and laughing at all the recession lunatics who were shorting at the lows in 2022, we now feel that our desert island is getting a bit crowded. Too many Macro bros suddenly agree…
Harvest Time!!!
Turning to the markets, we don’t make market calls here at KEDM but we can’t help feel something a bit off in the market. The fukwits seem back in charge. Generally we are all for taking money from the crayon eaters but it feels a bit different this time around. Breadth is still ok’ish but…