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KEDM Themes, Inflections and Macro Notes.

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Correlations to 1

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April 20, 2025, Vol. 221

Short week, so it’ll be a short, data-only KEDM this week. Besides, nothing is going to change our view over...

An Important Gloom and Doom PSA….

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April 13, 2025, Vol. 220

It’s said that there’s no such thing as a quadruple bottom in finance. That’s terrifying as TLT (yeah, we know...

Liberation Day

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April 6, 2025, Vol. 219

We were all looking forward to Liberation Day. We even had something of a celebration planned. Honestly, we thought Trump...

Erdy does it again…

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March 30, 2025, Vol. 218

Turning to the markets, by now you are well aware of our EM leanings as we have been beating a...

Trump Goes Mining…

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March 23, 2025, Vol. 217

We’ve always wondered why they let Trump win, after blocking him in 2020. And don’t think it’s about him getting...

Betting on the degens…

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March 16, 2025, Vol. 216

Turning to the markets, our themes seem to be kicking into high gear as EMs continue to suck flows out...

Tina died in 2025…

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March 3, 2025, Vol. 214

Speaking of tops, on January 12, we posted an eerie chart of CSCO against the last remaining generals left in...

Since mid-to-late 2024 we have been banging the table on EMs, specifically Turkey, Colombia, Brazil and China. See issues 197...

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