April 07, 2017

J. Todd Krajniak , Krajniak Capital Management

CEO/CIO

KCM Market Letter - April 2017

Recently we've shared the April KCM Market Letter with clients. Now we are sharing with friends of the firm. Hope spring is treating you all well. Thanks, Todd.

Loading PDF

More from J. Todd Krajniak

J. Todd Krajniak, Krajniak Capital Management

Cyber Time Stamping Some Thesis Shifts into HVST 6.13.2018

Oil: Feels like the froth is getting wrung out. IEA and OPEC are both still forecasting demand to be a million+ barrels per day higher than supply for the remainder of 2018. Producers: Hit and miss. Plenty of opportunity left in recovering ...

Jun 13, 2018

J. Todd Krajniak, Krajniak Capital Management

Cyber Time Stamping Some Thesis Shifts into HVST 5.5.18

Last July, I posted “The Day of Reckoning”. This focused on the bottom of oil, some mention of EV and the discussion of US regulators having to respond to the abject carnage of the capital formation process within the US public markets. Oil is well ...

May 05, 2018

J. Todd Krajniak, Krajniak Capital Management

Cyber Time Stamping Some Thesis Shifts into HVST

Oil: Happened to get lucky and nail the bottom back last summer with the Day of Reckoning post. Jan OPEC MOMR shows Venezuela production in freefall. Rig count globally isn’t yet accelerating. $80 is $80 is $80 and $120 is $120 is $120. ...

Jan 26, 2018

J. Todd Krajniak, Krajniak Capital Management

Chest Deep Clawing at the Side of Noah’s Arc

The Church didn’t lie. They just didn’t tell us the full story of Noah’s Arc. The way the church teaches Noah’s Arc does great for keeping young kids interested in Sunday school. Build an arc. Here’s the rain. See the dove and rainbow! Wow, ...

Nov 13, 2017

J. Todd Krajniak, Krajniak Capital Management

The Day of Reckoning is Here

This month's KCM Monthly Letter covers the unwind of our commodity price suppression and much more. Hope you enjoy, Todd

Jul 11, 2017

J. Todd Krajniak, Krajniak Capital Management

One Belt One Road at The Carter Center

Addressing the overlap between the AIIB, China's One Belt One Road Initiative, and the opportunities for non-Chinese companies, the National Association of Chinese Americans, The Carter Center and the Hong Kong Association of Atlanta hosted the ...

Mar 03, 2017

J. Todd Krajniak, Krajniak Capital Management

Notes from Todd's Desk Feb 14, 2017

Themes we are following. Oil For a while we’ve followed the oddities in oil. To recap in brief, at $140 per barrel, the EIA reporting seems to get squiggly to us. Sort of fake glut squiggly. Followed by the 2014 Thanksgiving Day Massacre shutting in ...

Feb 15, 2017

J. Todd Krajniak, Krajniak Capital Management

Reassuring an Inner-Sanctum Globalist Friend on Trump.

This past week I found myself in conversation with a friend. A true inner sanctum globalist, a facilitator, a connector of those who need to be connected, an honorable man who does what he does for guiding the world to be a better place. For him to ...

Jan 23, 2017

J. Todd Krajniak, Krajniak Capital Management

"Beijing issued heavy air pollution warning, part of the vehicle all day ban"

http://www.d1ev.com/48099.html To pull a Google Translated Quote: “ According to the early warning measures, during the orange warning period, on the basis of the regional limit traffic management measures in the implementation of the peak working ...

Jan 11, 2017

J. Todd Krajniak, Krajniak Capital Management

2017 A Year of Unwinding Manipulations

In our latest communication we cover macro events on our radar mixed with some actionable items and of course an obligatory nugget from the realm tin foil hats. Happy New Year! -- Todd

Jan 04, 2017

J. Todd Krajniak, Krajniak Capital Management

KCM Letter - Dec 2016

For this weekend's reading enjoyment, I'd like to share with the Harvest Community our most recent communication to clients providing a pithy and hopefully prescient outlook on world as we postion for a transition into Trump. Maybe you will find ...

Dec 10, 2016

J. Todd Krajniak, Krajniak Capital Management

Illumination Risk: Driving Global Goodness Going Forward

A while back I opined that there are 3 levels of global political hierarchy. The lowest are local legacy political structures – nation states. Those are guided by the corporatocracy – G 20, UN, Davos, Lobbying, etc. Thanks to omnipresent tech, ...

Nov 04, 2016

J. Todd Krajniak, Krajniak Capital Management

At KCM, I look for themes which will have legs. It always starts with a pile of thoughts starting with the words “What if?” Here are the “What ifs?” I’m seeing right now. What if Abe votes proxies? It started as a cute Keynesian move of central ...

Aug 01, 2016

J. Todd Krajniak, Krajniak Capital Management

KCM Monthly Letter - Memorial Day 2016

We'd like to share with the Harvest Community our most recent thoughts on the direction of the world. Enjoy, Todd

Jun 01, 2016

J. Todd Krajniak, Krajniak Capital Management

China's Vehicle Carbon Credits in Sync with Oil Price Tsunami

Sorry this article isn’t going to be Pulitzer worthy. But awareness of the topic is priceless. This is a simple piece illuminating another data point in the ongoing orchestrated shift. It’s standard playbook, “Create crisis, provide solution” ...

Apr 30, 2016

J. Todd Krajniak, Krajniak Capital Management

KNDI is TSLA’s Hail Mary

In this interview, Musk states they are looking for a partner in China . It’s no secret, they’ve hit the “We need a JV to do business in China wall.” In October 2014 it was rumored that Chairman Hu had visited Tesla. At the November 2014 San ...

Feb 10, 2016

J. Todd Krajniak, Krajniak Capital Management

......... and The Resurrection of Jimmy Hoffa

Hopefully everyone has had pleasant time with loved ones this Holiday Season. To round out 2015, I’d like to share the investable themes and developing macro themes we are watching at KCM for 2016. Gain VIP access to more ideas from KCM By clicking ...

Dec 27, 2015

J. Todd Krajniak, Krajniak Capital Management

A Christmas Gift to the Harvest Community

It’s the season to stop the world taking time to appreciate others. Peter, Jeff and The Harvest Community has been very giving toward KCM. Hopefully I can reciprocate by sharing some important guiding concepts I’ve accumulated along the way. ...

Dec 16, 2015

J. Todd Krajniak, Krajniak Capital Management

Issuer Epiphany

The market structure is different. Issuers are going to have to assess their options.

Sep 28, 2015

J. Todd Krajniak, Krajniak Capital Management

$KNDI Kandi Technologies 24% Short Conundrum

http://hvst.co/1ng8Oyp

Jul 10, 2014

Finance as a People Business

Sponsored by Diamond Hill

Henry Song joins the Fifty Faces podcast to share his career path, market perspectives and views on bringing diversity of thought to the investment world. (35 min listen)

The most important insight of the day

Get the Harvest Daily Digest newsletter.

Support
Privacy Policy
GDPR
CCPA
Terms
Copyright

© 2025 Harvest Exchange Corp

What is Harvest?

Harvest is a digital marketing platform that connects investors with financial firms, products and services through behavioral data.

Become a publisher

Distribute your firm's investment insights on the world's largest investor community. Learn more