Explore Every Angle

KEDM Themes, Inflections and Macro Notes.

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logord (2)
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October 19, 2025, Vol. 246
Last year in Anatomy of a Private Equity Train Smash we made a bold call – that private equity would be the...
Picture12
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October 12, 2025, Vol. 245
Two months back, we were at a family wedding, and ran into some uncles, cousins and other assorted relatives that...
Picture11
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October 5, 2025, Vol. 244
It’s said that markets don’t usually crash from equity bros doing really stupid things, but they usually crash from debt...
logord (2)
paid
September 28, 2025, Vol. 243
Turning to the markets, as traders, we recognize that sometimes there’s a whole lot to do, and sometimes the best...
paid
September 21, 2025, Vol. 242
We just got off the plane from a VERY long couple of weeks of client meetings plus the Pareto Offshore...
paid
September 14, 2025
As the market is focused on ORCL’s *not fake* RPO numbers, we continue to hunt for themes outside of the...
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September 7, 2025, Vol. 240
,It feels like every week in KEDM we are mentioning a new crypto treasury stock – this week, its American...
logord (2)
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August 31, 2025,, Vol. 239
It seems like groundhog day at KEDM.  Wasn’t that long ago (Q4 2024-Q1 2025) when NVDA was dominating the headlines,...
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Themes

logord (2)
paid
October 19, 2025, Vol. 246
Last year in Anatomy of a Private Equity Train Smash we made a bold call – that private equity would be the...
Picture12
paid
October 12, 2025, Vol. 245
Two months back, we were at a family wedding, and ran into some uncles, cousins and other assorted relatives that...
Picture11
paid
October 5, 2025, Vol. 244
It’s said that markets don’t usually crash from equity bros doing really stupid things, but they usually crash from debt...
logord (2)
paid
September 28, 2025, Vol. 243
Turning to the markets, as traders, we recognize that sometimes there’s a whole lot to do, and sometimes the best...
paid
September 21, 2025, Vol. 242
We just got off the plane from a VERY long couple of weeks of client meetings plus the Pareto Offshore...
paid
September 14, 2025
As the market is focused on ORCL’s *not fake* RPO numbers, we continue to hunt for themes outside of the...