Insights | KEDM

Explore every angle

KEDM themes, inflections and macro notes.

Recent commentary is paywalled and for subscribers only.

13F (0)

A.I. (0)

Actionable (0)

Activism (0)

Adult (0)

aerospace (0)

Aerospace Alloy (0)

Africa (0)

against (0)

AI (0)

Airbus (0)

aircraft (0)

airline (0)

alloy (0)

America (0)

Angels (0)

Argentina (0)

Automotive (0)

BABA (0)

banks (0)

based (0)

Basil (0)

Basil Elziki (0)

BDCs (0)

Bear (0)

big picture (0)

Bitcoin (0)

Boeing (0)

Bonds (0)

Brazil (0)

Brokers (0)

BSD (0)

BTC (0)

Buenos Aires (0)

builder (0)

Burning hot (0)

Buyback (0)

Buyside Monitor (0)

cameco (0)

Casey (0)

Casinos (0)

catch-up trade (0)

Changes (0)

Chaos (0)

charles (0)

Chile (0)

China (0)

cigar lake (0)

citizenship (0)

Coal (0)

Colombia (0)

compensation (0)

competing (0)

conflict (0)

CRAK (0)

Crazies (0)

Crisis (0)

Critical Metals (0)

Crooks (0)

Crypto (0)

CSCO (0)

CumRocket (0)

Currency (0)

Cycle (0)

Dayrates (0)

De-Gross (0)

defense (0)

Degross (0)

Derek (0)

Derek Pilecki (0)

Dilution (0)

Dino (0)

Distributors (0)

divergence (0)

Doge (0)

Dollar (0)

Doug (0)

DXY (0)

ECM Activity (0)

ED (0)

Eiffel Tower (0)

Eiffel Towers (0)

Emerging Markets (0)

EMs (0)

Energy (0)

ESG (0)

ETH (0)

European (0)

Event-Driven (0)

EVs (0)

Exchanges (0)

Existing (0)

facilities (0)

Failing Rally (0)

Fallen (0)

FCMs (0)

Fert (0)

Fertilizer (0)

Financials (0)

FTSE (0)

fund letter (0)

FX (0)

Gambling (0)

Gangnam (0)

GBTC (0)

GDX (0)

GDXJ (0)

GFC (0)

GLD (0)

Going (0)

going in reverse (0)

gold (0)

Gold miners (0)

Golden (0)

H&S (0)

HALEU (0)

Handcuffs (0)

Happy Hour (0)

Harvest (0)

health (0)

health care (0)

hedge fund (0)

Henley (0)

Henley Partners (0)

Home (0)

Hong Kong (0)

Hormuz (0)

Housing (0)

Houthi (0)

HY Spread (0)

Ice (0)

Incoming (0)

index (0)

Index addition (0)

index deletion (0)

Inflation (0)

insights (0)

IPO (0)

IPO Window (0)

ISM (0)

Japan (0)

Japanese Activism (0)

Japanese Brokers (0)

Javier Milei (0)

Junior Mining (0)

KAP (0)

KATCO (0)

Kazakistan (0)

kazatomprom (0)

KOSPI (0)

KWEB (0)

LatAm (0)

letter insights (0)

liquidity (0)

liquidity drain (0)

living (0)

Louis-Vincent (0)

LVG (0)

Macro (0)

Maersk (0)

MAG7 (0)

Margin (0)

Margin Debt (0)

marhlem (0)

Markets (0)

MENA (0)

META (0)

metaverse (0)

Mid-Year (0)

Middle East (0)

Middle East and North Africa (0)

Mining (0)

MPC (0)

MSTR (0)

mugshot (0)

NE (0)

newsletter shorts (0)

NexGen (0)

Nicotine (0)

Notes (0)

nuclear (0)

NVDA (0)

OBBB (0)

Offshore (0)

Oil (0)

oil services (0)

Online Gambling (0)

OPEC (0)

Orano (0)

OSB (0)

OSVs (0)

OVSs (0)

Panama (0)

Paulo Macro (0)

PE (0)

Peg (0)

Permiting (0)

PGMs (0)

PLAT (0)

Platinum (0)

ponzi (0)

Pouches (0)

Private Credit (0)

Private Equity (0)

Project Zimbabwe (0)

Q2 (0)

QE (0)

QQQ (0)

Rare Earth (0)

Rates (0)

real estate (0)

Red Sea (0)

REEs (0)

Refineries (0)

refiners (0)

Refining (0)

Reflections (0)

Reflexivity (0)

Return (0)

reverse repurchase agreement (0)

Review (0)

RoRo (0)

Rotation (0)

RRP (0)

Russell (0)

Russell Purge (0)

Russell Rebalance (0)

Russia (0)

Sales (0)

SBC (0)

SEMIS (0)

senior (0)

shipping (0)

short report (0)

Short Sellers (0)

Shorting (0)

silver (0)

Single Stock (0)

SMH (0)

SPAC (0)

Specialty Chemical (0)

Spin-offs (0)

Sprott (0)

SPUT (0)

SPY (0)

Stimulus (0)

stock (0)

Straight (0)

Straight of Hormuz (0)

style (0)

Supervision (0)

tankers (0)

Tariffs (0)

Tax (0)

taxes (0)

The dire state (0)

The return of (0)

Thematic (0)

thematic review (0)

TLT (0)

Trading (0)

Trading the Chaos (0)

Transocean (0)

Trump (0)

Turkey (0)

Tutorial (0)

U308 (0)

Unlocks (0)

up in the air (0)

Uranium (0)

US consumer (0)

VAL (0)

VLO (0)

Vol (0)

Volatility (0)

WNA (0)

Wound (0)

WTI (0)

Xi (0)

Yellowcake (0)

Yemeni (0)

YPF (0)

Zimbabwe (0)

Free

Paid

The Specialty Chemicals Distribution Industry Specialty chemical distributors are a niche sector that gets little coverage in the real world....

KEDM Lite Vol. 28

paid

September 08, 2026, Vol. 28

This week’s additions and highlights 1. SPIN-OFFS Flex (FLEX US). Flex recently jumped on a strong 2027 outlook but also...

Q2 Hedge Fund letter insights

paid

September 06, 2026, Vol. 289

The AI discussion: hardware vs software There is no escaping the AI discussion. The value bros have turned into software...

KEDM Lite Vol. 27

paid

September 01, 2026, Vol. 27

This week’s additions and highlights 1. SPIN-OFFS Fosun International (656 HK). If you ever thought ‘I’d like to own a...

Crooks, Crazies & Short Sellers

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...

KEDM Lite Vol. 26

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...

The big picture

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

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...

Explore every angle

Themes

FEATURES

RESOURCES

FOLLOW US

Save your cart?

Enter Your Email To Download