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KEDM Weekly

October 29, 2026

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...
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KEDM Weekly

October 22, 2026

Trading IPOs So why do we track IPOs? Because the chance of mispricing is very large for a new security. Prices are set by...
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KEDM Weekly

October 15, 2026

The bigger picture While the market worries about stablecoins disrupting Remitly and Wise, both continue to take share from legacy players like Western Union...
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KEDM Weekly

October 8, 2026

Burning hot refiners One standout strong performer has been refiners, a theme we wrote up in late 2025 and revisited in February of this...
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KEDM Weekly

October 1, 2026

Activism We have tracked activists’ campaigns since inception, and we have seen some real weird stuff. My personal favorite: Lifeway issues a press release...
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KEDM Weekly

August 27, 2026

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...
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