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KEDM Weekly

February 5, 2026

Theme of the Week   Crypto Treasury Stocks The financial alchemy of MSTR and the other crypto treasury companies is impressive. Michael Saylor is...
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KEDM Weekly

January 29, 2026

Theme of the Week   Emerging Markets Its worth circling back on EM again. In particular, LatAm, which is waking up, is one of...
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KEDM Weekly

January 22, 2026

Theme of the Week   Refiners In equities, people obsess over product launches, management changes, Fed policy pivots, and even Reddit threads, but it...
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KEDM Weekly

January 15, 2026

Theme of the Week   Revisiting Private Equity It’s said that markets don’t usually crash from equity bros doing really stupid things, but they...
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KEDM Weekly

January 8, 2026

Theme of the Week Year-End Review Reflecting on our own year, it’s been a good year for the home team, and hopefully for our...
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KEDM Weekly

December 26, 2025

Theme of the Week December is a month when many investor days are organized. We have been diligently tracking those investor days in our...
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