Explore every angle

KEDM themes, inflections and macro notes.

Recent commentary is paywalled and for subscribers only.

Select Theme
Select Theme
More
Select Tag
Select Tag
More
Free or Paid
Free or Paid
KEDM Lite Vol. 6
paid
March 17, 2026, KEDM Lite, Vol. 6
This week’s additions and highlights 1. SPIN-OFFS Frontier Nuclear and Minerals (FNUC US). Snow Lake recently rebranded to Frontier Nuclear...
Front-Page-Trading-The-Chaos
paid
March 15, 2026, Vol. 266
Last week, we wrote about how the market’s unrealistic expectations of how easy it would be to reopen the Strait...
KEDM Lite Vol. 5-2
paid
March 10, 2026, KEDM Lite, Vol. 5
This week’s additions and highlights 1. SPIN-OFFS MiniMed Group, Inc. (MMED US). MiniMed recently started trading independently after spinning from...
paid
March 08, 2026, Vol. 265
It increasingly looks like Trump convinced himself that killing the top hundred guys in Iran would somehow fix Iran. It...
paid
March 03, 2026, KEDM Lite, Vol. 4
This week’s additions and highlights 1. SPIN-OFFS Trump Media & Technology Group Corp. (DJT US). Trump Media is considering spinning...
paid
March 01, 2026, Vol. 264
The market is trying to make up its mind on whether to sell off because AI is going to make...
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
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...
Loading...

Themes

KEDM Lite Vol. 6
paid
March 17, 2026, KEDM Lite, Vol. 6
This week’s additions and highlights 1. SPIN-OFFS Frontier Nuclear and Minerals (FNUC US). Snow Lake recently rebranded to Frontier Nuclear...
Front-Page-Trading-The-Chaos
paid
March 15, 2026, Vol. 266
Last week, we wrote about how the market’s unrealistic expectations of how easy it would be to reopen the Strait...
KEDM Lite Vol. 5-2
paid
March 10, 2026, KEDM Lite, Vol. 5
This week’s additions and highlights 1. SPIN-OFFS MiniMed Group, Inc. (MMED US). MiniMed recently started trading independently after spinning from...
paid
March 08, 2026, Vol. 265
It increasingly looks like Trump convinced himself that killing the top hundred guys in Iran would somehow fix Iran. It...
paid
March 03, 2026, KEDM Lite, Vol. 4
This week’s additions and highlights 1. SPIN-OFFS Trump Media & Technology Group Corp. (DJT US). Trump Media is considering spinning...
paid
March 01, 2026, Vol. 264
The market is trying to make up its mind on whether to sell off because AI is going to make...