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Michael Kao

kaoboymusings.com
4 Followers
community-curated profile

Ex-GS/Canyon/Akanthos PM now FO/Board Advisor. Opinions NOT investment advice. 📈 World Traveler✈️Headbanger 🤘Star Wars Fan 🌌 COVID Mixologist🍸

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Michael Kao @UrbanKaoboy ¡ Jan 23, 2023
  • From Twitter

Musings of the Day, 1/23/23: Great thread and yet another example of the Vodka/Red Bull Economy — when fiscal policies aim to stimulate while monetary policies aim to depress.

Tweet Jan 22, 2023
Some notes on the missing recession 🧵 I, like others, expected a recession for most of 2022, to occur around the turn of the year. I was pretty consistent with this call, having first made it in March/April Hasn't happened yet, at least in the dat
by Stephen Miran
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Michael Kao @UrbanKaoboy ¡ Jan 18, 2023
  • From Twitter

Really excellent thread trying together the prevalence of two modern Financial WMD's underlying the current "calm before the storm": 1) 0DTE options, 2) collateralized lending.

Tweet Jan 18, 2023
Fears of another liquidity crisis have entered the mainstream, with many people guessing what will cause the next financial upheaval. Right now, all triggers have been suppressed, but not for long. The Great Liquidity Squeeze™ is upon us... 1/
by Concoda 🥷
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Michael Kao @UrbanKaoboy ¡ Jan 11, 2023
  • From Twitter

I partially agree. I just read a great book by @AgatheDemarais entitled _Backfire_ about the mixed record of financial sanctions in particular. There are other forms of economic coercion that might be more effective in some cases like export controls.

Book Nov 15, 2022
Backfire: How Sanctions Reshape the World Against U.S. Interests
by Agathe Demarais
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Michael Kao @UrbanKaoboy ¡ Jan 11, 2023
  • From Twitter

Great article. Thx for flagging.

Article Aug 4, 2022
Sanctions are working – whatever Putin says
by owen matthews
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Michael Kao @UrbanKaoboy ¡ May 17, 2022
  • From Twitter

For anyone interested in psychedelics, William Richards' _Sacred Knowledge_ is a must-read. I read it on the plane ~5 weeks after my psilocybin retreat while listening to the same playlist I used, and it literally brought me back to the experience.

Book Dec 8, 2015
Sacred Knowledge: Psychedelics and Religious Experiences
by William A. Richards
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Michael Kao @UrbanKaoboy ¡ Nov 7, 2021
  • From Twitter

This is an excellent article on how the Biden Admin has checkmated itself on energy policy. It’s not surprising that OPEC+ is flexing with increased OSP’s after giving Biden the Heisman on 11/4.

Article Nov 5, 2021
Opec Snub Leaves US With Empty Hands
by Emily Meredith
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