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KEDM Themes, Inflections and Macro Notes.

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May 11, 2025, Vol. 224

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

Dead Cat Bounce

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May 4, 2025, Vol. 223

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

A Bearish PSA, Part Duex

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April 22, 2025, Vol. 222

By now most KEDM readers get how bearish we are. We are not going to regurgitate it; we’ve beat that...

Correlations to 1

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April 20, 2025, Vol. 221

Short week, so it’ll be a short, data-only KEDM this week. Besides, nothing is going to change our view over...

An Important Gloom and Doom PSA….

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April 13, 2025, Vol. 220

It’s said that there’s no such thing as a quadruple bottom in finance. That’s terrifying as TLT (yeah, we know...

We were all looking forward to Liberation Day. We even had something of a celebration planned. Honestly, we thought Trump...

Erdy does it again…

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March 30, 2025, Vol. 218

Turning to the markets, by now you are well aware of our EM leanings as we have been beating a...

Trump Goes Mining…

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March 23, 2025, Vol. 217

We’ve always wondered why they let Trump win, after blocking him in 2020. And don’t think it’s about him getting...

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