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KEDM Themes, Inflections and Macro Notes.

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Yoga pants and oil…

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September 14, 2025

As the market is focused on ORCL’s *not fake* RPO numbers, we continue to hunt for themes outside of the...

The Roaring 20s….

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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...

Bye, Bye Lula

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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,...

Big Themes With RooJoo

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August 24, 2025, Vol. 238

We want to thank Roderick for joining us on Friday to chat thematics, ED and KEDM. We covered a TON...

Ice, Ice Baby

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August 17, 2025, Vol. 237

It’s been almost 6 weeks since the Big Beautiful Bill Act passed and most of the tax benefits for American...

Public Service Announcement…

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August 10, 2025, Vol. 236

As an FYI, we got the video recording from last week’s Happy Hour with Gator Capital’s Derek Pilecki up on...

Financials Unplugged

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August 3, 2025, Vol. 253

We want to thank Derek for jumping on this months Happy Hour to chat all things Financials! Was a great...

Reminder that next week, Friday at 4:15 EST, we will be hosting our “Financials Unplugged” Happy Hour with Gator Capital’s...

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