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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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KEDM Weekly

August 20, 2026

KEDM Happy Hour Grab a 6-pack as Kuppy sits down with American financial journalist Herb Greenberg! Herb is an OG of finance and a...
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KEDM Weekly

August 13, 2026

Theme of the Week Thematic Review In general, we intend to provide more follow-through on the ideas that we mention: both on the thematic...
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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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