Just signed on, did anything happen this weekend???? Remember how the market was hyper focused on tarriffs 2 months ago...

We told ourselves that we’d come back from vacation when something happens. What’s going on in the Middle-East certainly qualifies...

Last week abroad before heading back to PR to get back into the saddle.  Honestly, I check in each day...

Currently writing from Croatia and on my final leg before returning to PR late next week.  Looking forward to getting...

As mentioned last week, we shut off our screens and are writing to you from Crete.  Not much to report...

The next few weeks may be a bit dull around here. We remain convinced that the best strategy is to...

As we have warned a few times in past KEDM’s commentary is going to be light going forward as our...

Once you see a chart, you sometimes struggle to un-see it… This is the Naz during the 2000 tech bubble....