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Our thinking on gold, bitcoin and mining services

December 4, 2025

  Theme of the Week Thinking back to the summer of 2025, we hit a period where every company with a failed business model...
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What is the cleanest way to play the Chinese stimulus?

November 26, 2025

  Theme of the Week We recently returned from a week-long trip to Hong Kong and Shenzhen. We were planning on updating you on...
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We have our next Happy Hour this Friday!

November 20, 2025

KEDM WEEKLY A final reminder that this Friday, November 21st, 4:15pm ET, we are hosting Erik Renander from YWR on KEDM Happy Hour. Erik...
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Markets usually crash from debt bros doing really stupid things

October 8, 2025

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign...
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Sometimes the best thing to do is absolutely nothing

October 2, 2025

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign...
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The signs that an IPO window may be closing

September 25, 2025

Some highlights from this weekend’s Event Driven Monitor Have a friend with an ED (“Event-Driven”) problem?  Forward this newsletter to them and they can sign...
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