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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 25, 2026

KEDM Weekly

Theme of the Week The dire state of the US consumer Let’s think back to the 2010’s. The FED had just introduced ZIRP, and TINA (there is no alternative) was...
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June 18, 2026

KEDM Weekly

Theme of the Week Reflexivity Going in Reverse Let’s think back to the 2010’s. The FED had just introduced ZIRP, and TINA (there is no alternative) was the talk of...
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June 11, 2026

KEDM Weekly

Theme of the Week Special Purpose Acquisition Corps (free tutorial) As part of our tutorial series, we wanted to dive into our SPAC monitors and explain why, despite their track...
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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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