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Documentos de investigación y explicaciones
Piezas en lenguaje sencillo de Kresmion Research, en dos tipos: estudios que analizan las cifras de nuestros propios datos, y explicaciones que enseñan un concepto. Solo información, Kresmion no hace recomendaciones de compra ni de venta.
Los artículos se publican en inglés.
Estudios: qué muestran los datos
Informes de datos que analizan las cifras de los propios conjuntos de datos de Kresmion: flujos 13F, el régimen macro, la actividad de ballenas en cadena y más. Cada cifra está atribuida a su fuente.
- Same Question, Different Price: Seven Polymarket and Kalshi Pairs, One Live GapLeer el estudio →
- A Week Before Resolution, How Well Does the Crowd Price Prediction Markets?Leer el estudio →
- Follow the Crowd, Do Not Fade It: What a Year of Speculative Positioning Actually PredictsLeer el estudio →
- More Than Half of AST SpaceMobile's Last Reported Revenue Was a Sale to a Company It Half Owns. Three Other Things in the Filings.Leer el estudio →
- The AI Memory Trade Just Had Its Black Tuesday. Speculators Were Already Net Short the Nasdaq at a One Year Extreme.Leer el estudio →
- Warsh Inherited a 6.7 Trillion Dollar Balance Sheet. Here Is Where Its Liquidity Stance Shows Up in Our Regime Score.Leer el estudio →
- Private Credit's Gates Came Down in June. We Checked Which Numbers Held Up.Leer el estudio →
- Bitcoin Is Down 48 Percent From Its Peak. Riot, Galaxy, and Mara Climbed Anyway. The Difference Was AI Data Centers.Leer el estudio →
- Inside Amazon: Where the Money Comes From, Why the Cloud Earns the Profit, and Why It Builds Its Own ChipsLeer el estudio →
- Is the 2026 Stock Advance Broad, or Just a Few Names? A Breadth StudyLeer el estudio →
- Did the Stocks Hedge Funds Bought Most in Q1 Beat the Market?Leer el estudio →
- The Biggest Bitcoin and Solana Whale Flows on the TapeLeer el estudio →
- The US Market Regime Right Now, in NumbersLeer el estudio →
- The Stocks Hedge Funds Bought Most in Q1 2026Leer el estudio →
Explicaciones: cómo funciona
Definiciones en lenguaje sencillo de las métricas y la mecánica detrás de los datos, con un ejemplo resuelto a partir de las propias cifras de Kresmion.
- What Is an S-1 Filing? The IPO Registration Statement ExplainedLeer la explicación →
- How to Read a 10-K: A Company's Annual Report, Item by ItemLeer la explicación →
- What Is a Proxy Statement (DEF 14A)? Executive Pay and Shareholder VotesLeer la explicación →
- What Is a Going Concern Warning in an SEC Filing?Leer la explicación →
- How to Read an 8-K FilingLeer la explicación →
- What Is a Prediction Market? How Contract Prices Become ProbabilitiesLeer la explicación →
- What Is an IPO? How a Company Goes PublicLeer la explicación →
- What Is a Bond? How Bond Prices and Yields Move in Opposite DirectionsLeer la explicación →
- What Is a Call Option and a Put Option? Options Explained for BeginnersLeer la explicación →
- What Is a Futures Contract? Futures Explained for BeginnersLeer la explicación →
- What Is a Moving Average? SMA and EMA ExplainedLeer la explicación →
- What Is CPI? How the Consumer Price Index Is MeasuredLeer la explicación →
- How to Read Spot Bitcoin ETF FlowsLeer la explicación →
- What Is Open Interest?Leer la explicación →
- What Is a Crypto Liquidation?Leer la explicación →
- Contango and Backwardation: How to Read the Shape of a Futures CurveLeer la explicación →
- How to Read the Weekly EIA Petroleum and Natural Gas Inventory NumbersLeer la explicación →
- Futures Seasonality: What Monthly Patterns Can and Cannot Tell YouLeer la explicación →
- Reading a Prediction Market Order Book: Why a 4 Percent Market Can Cost More Than 4 PercentLeer la explicación →
- Algorithmic Footprints in Prediction Markets: How to Spot Execution Algorithms in the Public TapeLeer la explicación →
- What Is the VIX? The Volatility Index ExplainedLeer la explicación →
- What Is TIC Data? Who Owns US TreasuriesLeer la explicación →
- What Is Options Skew and the Put/Call Ratio?Leer la explicación →
- 13D vs 13G: How to Read an Activist Investor FilingLeer la explicación →
- What Is the P/E Ratio? How to Tell If a Stock Is ExpensiveLeer la explicación →
- What Is the Bid-Ask Spread? The Hidden Cost in Every TradeLeer la explicación →
- What Is a Dividend? How Companies Pay You to Hold Their StockLeer la explicación →
- What Is an Index Fund? Owning the Whole Market, ExplainedLeer la explicación →
- What Is Short Selling? How Betting a Stock Falls WorksLeer la explicación →
- What Is a Stock Split? Why More Shares Does Not Mean More MoneyLeer la explicación →
- What Is an ETF? Exchange-Traded Funds Explained for BeginnersLeer la explicación →
- How to Read a Candlestick Chart: A Beginner's GuideLeer la explicación →
- What Is Market Cap? Why It Matters More Than the Share PriceLeer la explicación →
- What Is the Real Yield? TIPS, Breakevens, and Why It Moves StocksLeer la explicación →
- What Is the STOCK Act? How Congress Discloses Its Stock TradesLeer la explicación →
- What Is Dealer Gamma Exposure (GEX)? How Options Hedging Moves the MarketLeer la explicación →
- How Prediction Markets Price the Fed: Reading Polymarket and Kalshi OddsLeer la explicación →
- What Is a Form 4? How to Read Insider Buying and SellingLeer la explicación →
- Three in Four Solana Perp Accounts Are Long. On Binance They Have Been Paid to Hold That Bet for Most of a Month.Leer la explicación →
- What Is the Yield Curve, and What Do Inversion and Steepening Mean?Leer la explicación →
- What Is the Fed Dot Plot? The Summary of Economic Projections, ExplainedLeer la explicación →
- What Is Exchange Netflow (and What Whale Self-Transfer Noise Means)?Leer la explicación →
- What Is a Cross-Asset Market Regime Score?Leer la explicación →
- What Is COT Net-Long Positioning, and How Do You Read It?Leer la explicación →
- How to Read a 13F Filing (and What It Doesn't Tell You)Leer la explicación →
- The SpaceX IPO, Explained: $75 Billion Raised, a $1.77 Trillion DebutLeer la explicación →