Insights | KEDM

Explore every angle

KEDM themes, inflections and macro notes.

Recent commentary is paywalled and for subscribers only.

13F (0)

A.I. (0)

Actionable (0)

Activism (0)

Adult (0)

aerospace (0)

Aerospace Alloy (0)

Africa (0)

against (0)

AI (0)

Airbus (0)

aircraft (0)

airline (0)

alloy (0)

America (0)

Angels (0)

Argentina (0)

Automotive (0)

BABA (0)

banks (0)

based (0)

Basil (0)

Basil Elziki (0)

BDCs (0)

Bear (0)

big picture (0)

Bitcoin (0)

Boeing (0)

Bonds (0)

Brazil (0)

Brokers (0)

BSD (0)

BTC (0)

Buenos Aires (0)

builder (0)

Burning hot (0)

Buyback (0)

Buyside Monitor (0)

cameco (0)

Casey (0)

Casinos (0)

catch-up trade (0)

Changes (0)

Chaos (0)

charles (0)

Chile (0)

China (0)

cigar lake (0)

citizenship (0)

Cleaning up (0)

Coal (0)

Colombia (0)

compensation (0)

competing (0)

conflict (0)

CRAK (0)

Crazies (0)

Crisis (0)

Critical Metals (0)

Crooks (0)

Crypto (0)

CSCO (0)

CumRocket (0)

Currency (0)

Cycle (0)

Dayrates (0)

De-Gross (0)

defense (0)

Degross (0)

Demand (0)

Derek (0)

Derek Pilecki (0)

Destruction (0)

Dilution (0)

Dino (0)

Discoverability (0)

Distributors (0)

divergence (0)

Doge (0)

Dollar (0)

Doug (0)

DXY (0)

ECM Activity (0)

ED (0)

Eiffel Tower (0)

Eiffel Towers (0)

Emerging Markets (0)

EMs (0)

Energy (0)

ESG (0)

ETH (0)

European (0)

Event-Driven (0)

EVs (0)

Exchanges (0)

Existing (0)

facilities (0)

Failing Rally (0)

Fallen (0)

FCMs (0)

Fert (0)

Fertilizer (0)

Financials (0)

FTSE (0)

fund letter (0)

FX (0)

Gambling (0)

Gangnam (0)

GBTC (0)

GDX (0)

GDXJ (0)

GFC (0)

GLD (0)

Going (0)

going in reverse (0)

gold (0)

Gold miners (0)

Golden (0)

H&S (0)

HALEU (0)

Handcuffs (0)

Happy Hour (0)

Harvest (0)

health (0)

health care (0)

hedge fund (0)

Henley (0)

Henley Partners (0)

Home (0)

Hong Kong (0)

Hormuz (0)

Housing (0)

Houthi (0)

HY Spread (0)

Ice (0)

Incoming (0)

index (0)

Index addition (0)

index deletion (0)

Inflation (0)

insights (0)

IPO (0)

IPO Window (0)

ISM (0)

Japan (0)

Japanese Activism (0)

Japanese Brokers (0)

Javier Milei (0)

Junior Mining (0)

KAP (0)

KATCO (0)

Kazakistan (0)

kazatomprom (0)

KOSPI (0)

KWEB (0)

LatAm (0)

letter insights (0)

liquidity (0)

liquidity drain (0)

living (0)

LLM (0)

Louis-Vincent (0)

LVG (0)

Macro (0)

Maersk (0)

MAG7 (0)

Margin (0)

Margin Debt (0)

marhlem (0)

Markets (0)

MENA (0)

META (0)

metaverse (0)

Mid-Year (0)

Middle East (0)

Middle East and North Africa (0)

Mining (0)

MPC (0)

MSTR (0)

mugshot (0)

NE (0)

newsletter shorts (0)

NexGen (0)

Nicotine (0)

Notes (0)

nuclear (0)

NVDA (0)

OBBB (0)

Offshore (0)

Oil (0)

oil services (0)

Online Gambling (0)

OPEC (0)

Orano (0)

OSB (0)

OSVs (0)

OVSs (0)

Panama (0)

Part Deux (0)

Paulo Macro (0)

PE (0)

Peg (0)

Permiting (0)

PGMs (0)

PLAT (0)

Platinum (0)

ponzi (0)

Pouches (0)

Private Credit (0)

Private Equity (0)

Project Zimbabwe (0)

Q2 (0)

QE (0)

QQQ (0)

Rare Earth (0)

Rates (0)

real estate (0)

Red Sea (0)

REEs (0)

Refineries (0)

refiners (0)

Refining (0)

Reflections (0)

Reflexivity (0)

Return (0)

reverse repurchase agreement (0)

Review (0)

RoRo (0)

Rotation (0)

RRP (0)

Russell (0)

Russell Purge (0)

Russell Rebalance (0)

Russia (0)

Sales (0)

SBC (0)

SEMIS (0)

senior (0)

SEO (0)

shipping (0)

short report (0)

Short Sellers (0)

Shorting (0)

silver (0)

Single Stock (0)

SMH (0)

SPAC (0)

Specialty Chemical (0)

Spin-offs (0)

Sprott (0)

SPUT (0)

SPY (0)

Stimulus (0)

stock (0)

Straight (0)

Straight of Hormuz (0)

style (0)

Supervision (0)

tankers (0)

Tariffs (0)

Tax (0)

taxes (0)

the book (0)

The dire state (0)

The return of (0)

Thematic (0)

thematic review (0)

TLT (0)

Trading (0)

Trading the Chaos (0)

Transocean (0)

Trump (0)

Turkey (0)

Tutorial (0)

U308 (0)

Unlocks (0)

up in the air (0)

Uranium (0)

US consumer (0)

VAL (0)

VLO (0)

Vol (0)

Volatility (0)

WNA (0)

Wound (0)

WTI (0)

Xi (0)

Yellowcake (0)

Yemeni (0)

YPF (0)

Zimbabwe (0)

Free

Paid

Demand Destruction

paid

October 18, 2026, Vol. 295

Look, we love making fun of politicians. If the US Secretary of the Treasury calls himself ‘The House’, days before...

KEDM Lite Vol. 32

paid

October 13, 2026, Vol. 32

This week’s additions and highlights 1. SPIN-OFFS Emera (EMA CN). Emera is buying Canadian Utilities from ATCO (ACO/X CN) in...

Aerospace: Under the Hood

paid

October 11, 2026, Vol. 294

As thematic investors, we just love distributors. It is often the most torqued way to express our view on an...

KEDM Lite Vol. 31

paid

October 06, 2026, Vol. 31

This week’s additions and highlights 1. SPIN-OFFS Keurig Dr Pepper (KDP US). Keurig Dr Pepper finally picked a CEO for...

Cleaning up the book

paid

October 04, 2026, Vol. 293

Alright, there is a lot to catch up on, so let’s dig in. With earnings out of the way, the...

Earnings season is traditionally the busiest period for us portfolio managers. Ordinary days are quite relaxed. You wake up, read...

KEDM Lite Vol. 30

paid

September 22, 2026, Vol. 30

This week’s additions and highlights 1. SPIN-OFFS Corteva (CTVA US). Good time to take a look at the upcoming Cortiva...

Specialty Chemical Distributors (Part Deux)

paid

September 20, 2026, Vol. 291

Specialty Chemicals Distribution (Part Deux) Last week we dove deep into a sector that very few talk about. A young...

Explore every angle

Themes

FEATURES

RESOURCES

FOLLOW US

Save your cart?

Enter Your Email To Download