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KEDM themes, inflections and macro notes.

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August 30, 2026, Vol. 288
Crooks, Crazies & Short Sellers We hosted Herb Greenberg on Kuppy’s Happy Hour, and it was a great success, with...
paid
August 25, 2026, Vol. 26
This week’s additions and highlights 1. SPIN-OFFS Siemens Energy (ENR GY). Siemens Energy is rumored to be considering spinning off...
paid
August 23, 2026, Vol. 287
Insane single stock vol This week, the VIX reached a new low for 2026. At the same time, single stock...
KEDM Lite Vol. 25-2
paid
August 18, 2026, Vol. 25
This week’s additions and highlights 1. SPIN-OFFS VivoPower (VIVO US). VivoPower confirmed its plan to spin Caret Digital (5:1), its...
Front-Vol-286
paid
August 16, 2026, Vol. 286
Burning hot refiners We’ve been swamped in earnings for the last few weeks. And oh boy, some earnings releases were...
KEDM Lite Vol. 24-2
paid
August 11, 2026, Vol. 24
This week’s additions and highlights 1. SPIN-OFFS Thyssenkrupp (TKA GY). Thyssenkrupp shareholders have approved the spin of TK Accelis, the...
Front-Vol-285
paid
August 09, 2026, Vol. 285
Activism Last week, we wrote about the growing number of event-driven opportunities we are seeing in the market. We have...
KEDM Lite Vol. 23-2
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August 04, 2026, Vol. 23
This week’s additions and highlights 1. SPIN-OFFS Liberty Global (LBTYA US). Liberty Global completed the buyout of Vodafone’s 50% stake...
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Themes

paid
August 30, 2026, Vol. 288
Crooks, Crazies & Short Sellers We hosted Herb Greenberg on Kuppy’s Happy Hour, and it was a great success, with...
paid
August 25, 2026, Vol. 26
This week’s additions and highlights 1. SPIN-OFFS Siemens Energy (ENR GY). Siemens Energy is rumored to be considering spinning off...
paid
August 23, 2026, Vol. 287
Insane single stock vol This week, the VIX reached a new low for 2026. At the same time, single stock...
KEDM Lite Vol. 25-2
paid
August 18, 2026, Vol. 25
This week’s additions and highlights 1. SPIN-OFFS VivoPower (VIVO US). VivoPower confirmed its plan to spin Caret Digital (5:1), its...
Front-Vol-286
paid
August 16, 2026, Vol. 286
Burning hot refiners We’ve been swamped in earnings for the last few weeks. And oh boy, some earnings releases were...
KEDM Lite Vol. 24-2
paid
August 11, 2026, Vol. 24
This week’s additions and highlights 1. SPIN-OFFS Thyssenkrupp (TKA GY). Thyssenkrupp shareholders have approved the spin of TK Accelis, the...