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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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October 29, 2026

KEDM Weekly

The archive awakens One of our promises to our subscribers is that our thematic write-ups and Kliff Notes will always be human-generated. In a world with too much information, a...
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October 22, 2026

KEDM Weekly

Trading IPOs So why do we track IPOs? Because the chance of mispricing is very large for a new security. Prices are set by flows, not by fundamentals. Pension funds...
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October 15, 2026

KEDM Weekly

The bigger picture While the market worries about stablecoins disrupting Remitly and Wise, both continue to take share from legacy players like Western Union and MoneyGram. In the legacy model,...
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October 8, 2026

KEDM Weekly

Burning hot refiners One standout strong performer has been refiners, a theme we wrote up in late 2025 and revisited in February of this year, just before Trump and the...
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October 1, 2026

KEDM Weekly

Activism We have tracked activists’ campaigns since inception, and we have seen some real weird stuff. My personal favorite: Lifeway issues a press release stating that the activist (the CEO’s...
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August 27, 2026

KEDM Weekly

Thematic Review (Part Deux) Less than a year has passed since our write-up on the reflexive nature of the Bitcoin Treasury trade. As Kuppy likes to say: most outcomes in...
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