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May 21, 2026

Theme of the Week Shorting Through the Cycle We had a fantastic time at our Happy Hour with Muddy Water’s Freddy Brick! The full...

May 14, 2026

Theme of the Week Trading the Chaos We wrote about the market’s unrealistic expectations regarding how easy it would be to reopen the Strait...

May 7, 2026

Theme of the Week Reflections on the Energy Trade As we’d described in our September 2025 (Vol # 241) write-up on refiners, we are...

April 30, 2026

Theme of the Week The Return of the Fallen Angels When KEDM was launched back in 2020, one of the most popular sections was...

April 23, 2026

Theme of the Week Going to America – Index Changes Let’s start with why we are tracking US listing changes. NYSE to Nasdaq transfers...

April 16, 2026

Theme of the Week The unwind of ‘dumb stuff’ We have repeatedly gone on record calling out the market’s increasing stupidity. We’ve had a...