Mid-Year thematic review (part deux)
Our midyear thematic review – continued After almost 4 months of closure, traffic through the Strait of Hormuz appears to be normalizing. The world has seen a shortfall of a little over 1 billion barrels of oil and refined products, and even now, it will take some time. We fully expect our refining theme to…
February 08, 2026, Vol. 261
The admin of this site has disabled this download item page.
Mineral Drilling
Crypto Treasury Strategies – Update Thinking back to the summer of 2025, we hit a period where every company with a failed business model had a chance at a second life if they transitioned to a bitcoin treasury strategy. Back in September, we wrote about the reflexive nature of those crypto treasury plays. While they…
September 7, 2025, Vol. 240
The admin of this site has disabled this download item page.
The Roaring 20s….
,It feels like every week in KEDM we are mentioning a new crypto treasury stock – this week, its American Bitcoin, last week was Trump & Co. trying to corner CRO. In many ways, these stocks capture some of the market’s greatest hits over the past few years: they pop up at the speed of…
Our Fave Ponzi…
We want to quickly touch on our favorite Ponzi Scheme. When a Ponzi makes a new all time high, you want to buy it. However, you need to be careful as it may be a trap. Look at the red circle, that was a trap. It sucked in the last few baggies on the highs,…
June 9, 2024, Vol. 180
The admin of this site has disabled this download item page.
April 21, 2024, Vol. 173
The admin of this site has disabled this download item page.
Our thoughts on Gold vs. Bitcoin
We picked a hell of a week to head to Cayman as MENA lit up…again. With headlines dominated by Israel we took a look at our themes dominated by long chaos and inflation and feel comfortable headed into what should be a contentious election year. Since gold was top of mind all week, we kept…
April 14, 2024, Vol. 172
The admin of this site has disabled this download item page.