Apprendre
Articles de recherche et explications
Des contenus en langage clair de Kresmion Research, de deux types : des études qui font parler les chiffres de nos propres données, et des explications qui enseignent un concept. Information uniquement, Kresmion ne formule aucune recommandation d'achat ou de vente.
Les articles sont publiés en anglais.
Études: ce que montrent les données
Des rapports de données qui font parler les chiffres des propres jeux de données de Kresmion : flux 13F, régime macroéconomique, activité des baleines on-chain, et plus encore. Chaque chiffre est attribué à sa source.
- Same Question, Different Price: Seven Polymarket and Kalshi Pairs, One Live GapLire l'étude →
- A Week Before Resolution, How Well Does the Crowd Price Prediction Markets?Lire l'étude →
- Follow the Crowd, Do Not Fade It: What a Year of Speculative Positioning Actually PredictsLire l'étude →
- 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.Lire l'étude →
- The AI Memory Trade Just Had Its Black Tuesday. Speculators Were Already Net Short the Nasdaq at a One Year Extreme.Lire l'étude →
- Warsh Inherited a 6.7 Trillion Dollar Balance Sheet. Here Is Where Its Liquidity Stance Shows Up in Our Regime Score.Lire l'étude →
- Private Credit's Gates Came Down in June. We Checked Which Numbers Held Up.Lire l'étude →
- Bitcoin Is Down 48 Percent From Its Peak. Riot, Galaxy, and Mara Climbed Anyway. The Difference Was AI Data Centers.Lire l'étude →
- Inside Amazon: Where the Money Comes From, Why the Cloud Earns the Profit, and Why It Builds Its Own ChipsLire l'étude →
- Is the 2026 Stock Advance Broad, or Just a Few Names? A Breadth StudyLire l'étude →
- Did the Stocks Hedge Funds Bought Most in Q1 Beat the Market?Lire l'étude →
- The Biggest Bitcoin and Solana Whale Flows on the TapeLire l'étude →
- The US Market Regime Right Now, in NumbersLire l'étude →
- The Stocks Hedge Funds Bought Most in Q1 2026Lire l'étude →
Explications: comment ça fonctionne
Des définitions en langage clair des indicateurs et des mécaniques qui sous-tendent les données, avec un exemple concret tiré des propres chiffres de Kresmion.
- What Is an S-1 Filing? The IPO Registration Statement ExplainedLire l'explication →
- How to Read a 10-K: A Company's Annual Report, Item by ItemLire l'explication →
- What Is a Proxy Statement (DEF 14A)? Executive Pay and Shareholder VotesLire l'explication →
- What Is a Going Concern Warning in an SEC Filing?Lire l'explication →
- How to Read an 8-K FilingLire l'explication →
- What Is a Prediction Market? How Contract Prices Become ProbabilitiesLire l'explication →
- What Is an IPO? How a Company Goes PublicLire l'explication →
- What Is a Bond? How Bond Prices and Yields Move in Opposite DirectionsLire l'explication →
- What Is a Call Option and a Put Option? Options Explained for BeginnersLire l'explication →
- What Is a Futures Contract? Futures Explained for BeginnersLire l'explication →
- What Is a Moving Average? SMA and EMA ExplainedLire l'explication →
- What Is CPI? How the Consumer Price Index Is MeasuredLire l'explication →
- How to Read Spot Bitcoin ETF FlowsLire l'explication →
- What Is Open Interest?Lire l'explication →
- What Is a Crypto Liquidation?Lire l'explication →
- Contango and Backwardation: How to Read the Shape of a Futures CurveLire l'explication →
- How to Read the Weekly EIA Petroleum and Natural Gas Inventory NumbersLire l'explication →
- Futures Seasonality: What Monthly Patterns Can and Cannot Tell YouLire l'explication →
- Reading a Prediction Market Order Book: Why a 4 Percent Market Can Cost More Than 4 PercentLire l'explication →
- Algorithmic Footprints in Prediction Markets: How to Spot Execution Algorithms in the Public TapeLire l'explication →
- What Is the VIX? The Volatility Index ExplainedLire l'explication →
- What Is TIC Data? Who Owns US TreasuriesLire l'explication →
- What Is Options Skew and the Put/Call Ratio?Lire l'explication →
- 13D vs 13G: How to Read an Activist Investor FilingLire l'explication →
- What Is the P/E Ratio? How to Tell If a Stock Is ExpensiveLire l'explication →
- What Is the Bid-Ask Spread? The Hidden Cost in Every TradeLire l'explication →
- What Is a Dividend? How Companies Pay You to Hold Their StockLire l'explication →
- What Is an Index Fund? Owning the Whole Market, ExplainedLire l'explication →
- What Is Short Selling? How Betting a Stock Falls WorksLire l'explication →
- What Is a Stock Split? Why More Shares Does Not Mean More MoneyLire l'explication →
- What Is an ETF? Exchange-Traded Funds Explained for BeginnersLire l'explication →
- How to Read a Candlestick Chart: A Beginner's GuideLire l'explication →
- What Is Market Cap? Why It Matters More Than the Share PriceLire l'explication →
- What Is the Real Yield? TIPS, Breakevens, and Why It Moves StocksLire l'explication →
- What Is the STOCK Act? How Congress Discloses Its Stock TradesLire l'explication →
- What Is Dealer Gamma Exposure (GEX)? How Options Hedging Moves the MarketLire l'explication →
- How Prediction Markets Price the Fed: Reading Polymarket and Kalshi OddsLire l'explication →
- What Is a Form 4? How to Read Insider Buying and SellingLire l'explication →
- Three in Four Solana Perp Accounts Are Long. On Binance They Have Been Paid to Hold That Bet for Most of a Month.Lire l'explication →
- What Is the Yield Curve, and What Do Inversion and Steepening Mean?Lire l'explication →
- What Is the Fed Dot Plot? The Summary of Economic Projections, ExplainedLire l'explication →
- What Is Exchange Netflow (and What Whale Self-Transfer Noise Means)?Lire l'explication →
- What Is a Cross-Asset Market Regime Score?Lire l'explication →
- What Is COT Net-Long Positioning, and How Do You Read It?Lire l'explication →
- How to Read a 13F Filing (and What It Doesn't Tell You)Lire l'explication →
- The SpaceX IPO, Explained: $75 Billion Raised, a $1.77 Trillion DebutLire l'explication →