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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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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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Recommended by 1 person
1 mention by Michael Kao
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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Recommended by 2 people
1 mention by Michael Kao
Book Nov 15, 2022
Backfire: How Sanctions Reshape the World Against U.S. Interests
by Agathe Demarais
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Recommended by 1 person
1 mention by Michael Kao
Article Aug 4, 2022
Sanctions are working – whatever Putin says
by owen matthews
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1 mention by Michael Kao
Book Dec 8, 2015
Sacred Knowledge: Psychedelics and Religious Experiences
by William A. Richards
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1 mention by Michael Kao
Article Nov 5, 2021
Opec Snub Leaves US With Empty Hands
by Emily Meredith
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Recommended by 1 person
1 mention by Michael Kao
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