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…
Leaving on a jet plane….
We are going to keep this pretty short as we are currently boarding a plane in Dubai for Hong Kong. In HK, we are teaming up with our good friend and fellow hedgie, Roderick van Zuylen (aka Roojoo), for a string of management meetings and to attend a Macro thematic conference (if you are HK…
Boooring…
Turning to the markets, as traders, we recognize that sometimes there’s a whole lot to do, and sometimes the best thing to do is absolutely nothing. In this game, you get no points for fighting boredom. Sometimes, it’s best to just sit and wait it out. We’re in such a world. While we are outright…
June 16, 2024, Vol. 181
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Times Are A Changin’….
We’re changing our tune a bit here at KEDM. After spending years alone in the desert thinking that Fiscal trumps everything else, and laughing at all the recession lunatics who were shorting at the lows in 2022, we now feel that our desert island is getting a bit crowded. Too many Macro bros suddenly agree…
April 21, 2024, Vol. 173
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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
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Happy Hour with Doug Casey on “Crisis Investing”
Shifting topics, I had a blast catching up with Doug on Friday. Given what is happening in the gold markets we couldn’t have timed this one any better. As we typically do for Happy Hours, we jotted down some notes for those that were unable to join live. The replay will be available next week,…
Our thinking on Gold
Since many of us are involved in the metals markets, we thought a quick “awww shucks” was needed. Yes, we like to make fun of charts, but sometimes they really do work, even if they only work when you’re drawing your lines after the fact. Here’s gold. We’ve posted this a few times now, but…