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KEDM themes, inflections and macro notes.

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KEDMLiteVol3
KEDM Lite Vol. 3
paid
February 24, 2026, KEDM Lite, Vol. 3
This week’s additions and highlights 1. SPIN-OFFS Ramsay Health Care (RHC AU). Ramsay is planning to spin‑off its struggling European arm,...
Front-Page-Vol263
The Return of the Fallen Angels
paid
February 22, 2026, Vol. 263
When KEDM was launched back in 2020, one of the most popular sections was the Fallen Angel monitor. This monitor...
KEDM Lite Vol. 2
KEDM Lite Vol. 2
paid
February 17, 2026, KEDM Lite, Vol. 2
Actionable event-driven and special situations. We highlight and monitor actionable event-driven trades and special situations.
KEDM Lite Vol. 2
KEDM Lite Vol. 2
paid
February 17, 2026, KEDM Lite, Vol. 2
Actionable event-driven and special situations. We highlight and monitor actionable event-driven trades and special situations.
frontpage-energytrade
Reflections on the Energy Trade
paid
February 15, 2026, Vol. 262
This week, Transocean (RIG) announced their intended acquisition of Valaris (VAL), thereby further consolidating the offshore drilling space. At KEDM,...
photo-1758551737979-561178bb5588
KEDM Lite Vol. 1
paid
February 10, 2026, KEDM Lite, Vol. 1
  Actionable event-driven and special situations. We highlight and monitor actionable event-driven trades and special situations.
Frontpage-261
Bear market in Dumb Stuff
paid
February 08, 2026, Vol. 261
It won’t surprise you that we have no software names in the portfolio. We spent the last week looking at...
FrontpageHousing
Existing Home Sales
paid
February 01, 2026, Vol. 260
Let’s go back to the housing market of 2021. A year into Covid we were still stuck at home flattening...
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Themes

KEDMLiteVol3
KEDM Lite Vol. 3
paid
February 24, 2026, KEDM Lite, Vol. 3
This week’s additions and highlights 1. SPIN-OFFS Ramsay Health Care (RHC AU). Ramsay is planning to spin‑off its struggling European arm,...
Front-Page-Vol263
The Return of the Fallen Angels
paid
February 22, 2026, Vol. 263
When KEDM was launched back in 2020, one of the most popular sections was the Fallen Angel monitor. This monitor...
KEDM Lite Vol. 2
KEDM Lite Vol. 2
paid
February 17, 2026, KEDM Lite, Vol. 2
Actionable event-driven and special situations. We highlight and monitor actionable event-driven trades and special situations.
KEDM Lite Vol. 2
KEDM Lite Vol. 2
paid
February 17, 2026, KEDM Lite, Vol. 2
Actionable event-driven and special situations. We highlight and monitor actionable event-driven trades and special situations.
frontpage-energytrade
Reflections on the Energy Trade
paid
February 15, 2026, Vol. 262
This week, Transocean (RIG) announced their intended acquisition of Valaris (VAL), thereby further consolidating the offshore drilling space. At KEDM,...
photo-1758551737979-561178bb5588
KEDM Lite Vol. 1
paid
February 10, 2026, KEDM Lite, Vol. 1
  Actionable event-driven and special situations. We highlight and monitor actionable event-driven trades and special situations.