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Subscribe to our weekly email newsletter Weekly Monitor to get free KEDM insights sent right to your inbox, where we flag an interesting theme and actionable ideas each week.

You’ll get the KEDM Theme of the Week, KEDM’s Kliff Notes and Chart of the Week, and our own Kuppy’s Tweet of the Week.

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June 4, 2026

KEDM Weekly

Theme of the Week Nicotine Pouches Even though we consider ourselves value investors, we are only interested in investing in industries with a tailwind. Most consumer businesses have been struggling...
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May 28, 2026

KEDM Weekly

Theme of the Week Competing against banks Ever since the GFC, taking market share from banks has been as easy as Fat Tony stealing lunch money from the kid who...
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May 21, 2026

KEDM Weekly

Theme of the Week Shorting Through the Cycle We had a fantastic time at our Happy Hour with Muddy Water’s Freddy Brick! The full video is available on our website,...
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May 14, 2026

KEDM Weekly

Theme of the Week Trading the Chaos We wrote about the market’s unrealistic expectations regarding how easy it would be to reopen the Strait of Hormuz. For decades, the market...
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May 7, 2026

KEDM Weekly

Theme of the Week Reflections on the Energy Trade As we’d described in our September 2025 (Vol # 241) write-up on refiners, we are now expressing our view on oil...
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April 30, 2026

KEDM Weekly

Theme of the Week The Return of the Fallen Angels When KEDM was launched back in 2020, one of the most popular sections was the Fallen Angel monitor. This monitor...
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