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KEDM Weekly

July 2, 2026

Theme of the Week European Defense While Americans like to talk about Europe as one nation, the continent has always been greatly divided. The...
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KEDM Weekly

June 25, 2026

Theme of the Week The dire state of the US consumer Let’s think back to the 2010’s. The FED had just introduced ZIRP, and...
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KEDM Weekly

June 18, 2026

Theme of the Week Reflexivity Going in Reverse Let’s think back to the 2010’s. The FED had just introduced ZIRP, and TINA (there is...
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KEDM Weekly

June 11, 2026

Theme of the Week Special Purpose Acquisition Corps (free tutorial) As part of our tutorial series, we wanted to dive into our SPAC monitors...
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KEDM Weekly

June 4, 2026

Theme of the Week Nicotine Pouches Even though we consider ourselves value investors, we are only interested in investing in industries with a tailwind....
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KEDM Weekly

May 28, 2026

Theme of the Week Competing against banks Ever since the GFC, taking market share from banks has been as easy as Fat Tony stealing...
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