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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...

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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...

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