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P.E. Yew…

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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...

Fartcoin Sharted

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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...

It’s said that markets don’t usually crash from equity bros doing really stupid things, but they usually crash from debt...

Boooring…

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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...

When The Window Closes…

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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...

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,...

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