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KEDM Weekly

July 30, 2026

Theme of the Week Fund Letters As a matter of tradition, fund managers write to their LPs once a quarter to update them on...
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KEDM Weekly

July 23, 2026

Theme of the Week Up in the air Back in June of 2023, we wrote about the resurgence of air travel following 3 years...
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KEDM Weekly

July 9, 2026

Theme of the Week Gangnam Style Last May, IBKR was the first US broker to enable trading of Korean equities. When investing abroad, we...
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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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