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KEDM Themes, Inflections and Macro Notes.

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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...

Betting on the degens…

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March 16, 2025, Vol. 216

Turning to the markets, our themes seem to be kicking into high gear as EMs continue to suck flows out...

Tina died in 2025…

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March 3, 2025, Vol. 214

Speaking of tops, on January 12, we posted an eerie chart of CSCO against the last remaining generals left in...

Since mid-to-late 2024 we have been banging the table on EMs, specifically Turkey, Colombia, Brazil and China. See issues 197...

Colombia and Brazil are perking up…

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February 2, 2025, Vol. 210

Last week we left you on the topic of Brazil, so LatAm has been on our mind all week, especially...

Trump 2.0

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February 16, 2025, Vol. 212

Turning to the markets, the secret to successful investing is the art of having strong views, loosely held. For the...

Ferts Back on the Radar…

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February 9, 2025, Vol. 211

Nothing worthy of note this week but we did want to introduce our February Happy Hour guest at the very...

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