Michael kao twitter

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August undefined, 2024

Webb6 nov. 2024 · Michael Kao @UrbanKaoboy. Replying to @Predictivepowe1. Several reasons including Geopolitics, but even based on purely on Interest Differentials, I’m … Webb4 sep. 2024 · Michael Kao @UrbanKaoboy Feb 12, 2024 Notably, in the 4 scenarios where prices went DOWN, they were all explainable by exogenous demand shocks: 1) …

Michael Kao on Twitter: "Musings of the Day, 3/22/23: Who will …

Webb25 okt. 2024 · Michael Kao @UrbanKaoboy · Nov 20, 2024 11/9/22: Interview with @MichaelRosmer and @defiyield_app about Oil, Inflation, Crypto-nomics, Geopolitics. … Webb9 okt. 2024 · / Twitter Michael Kao @UrbanKaoboy Musings of the Day, 10/9/22 (Ursa Major Edition): Today I’m gonna share the reasons why I remain BEARISH Risk. Lest you think I’m a Permabear, for most of my career I have focused on categories 1-3 (all LONG-biased strategies). This is a DIFFERENT regime, imho. Quote Tweet Michael Kao … find my license plate number ct

Michael Kao on Twitter

Webb7 apr. 2024 · Michael Kao on Twitter: "Musings of the Day, 4/7/23: Elon has declared all-out war on Substack and is not allowing likes/retweets/comments/pins of anything Substack related. Pretty hypocritical for Mr. Free Speech and more than a little insecure." Musings of the Day, 4/7/23: Webb11 apr. 2024 · Since we're all ga-ga over Books right now, I thought I'd share my comprehensive list, organized by category: Webb12 apr. 2024 · Good luck with that, Macron. It does underscore the point I made in this post about how, despite the EUR being the most successful competitor to USD, true … find my license plate number using vin number

Michael kao twitter

WebbMichael Kao on Twitter: "There seems to be much confusion over what OPEC+ move portends for Oil. I, for one, think OPEC+ may have to CUT AGAIN before year-end as demand weakens in 2H'23. I wrote this 2 weeks ago and will be following up with an update this weekend:" There seems to be much confusion over what OPEC+ move portends … Webb10 mars 2024 · Michael Kao @UrbanKaoboy · Oct 12, 2024 There is nothing worse than taking Equity Downside Risk for a Fixed-Income Expected Return. Higher rates will …

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Webb19 okt. 2024 · Risk Assets are chest-beating based on the recent ~2.5% hit taken by the USD Wrecking Ball. I will just point out that this has largely been driven by those twin … Webb15 sep. 2024 · “* Crypto Meta-Thread *”

Webb12 apr. 2024 · Michael Kao @UrbanKaoboy Apr 12, 2024 The chart below shows that the recovery in both rig counts and frac spreads has been somewhat tepid despite the …

WebbThere seems to be much confusion over what OPEC+ move portends for Oil. I, for one, think OPEC+ may have to CUT AGAIN before year-end as demand weakens in 2H'23. Webb22 maj 2024 · “Re: Inflation-"Ride of the Volkyries" Thoughts. Just read Zoltan Pozsar's excellent piece dated 5/13/22 and it corroborates a lot of my own views. Here are my thoughts. (MINI-THREAD)”

Webb8 okt. 2024 · Michael Kao @UrbanKaoboy Just like the way Resonance created larger and larger oscillations in the bridge that eventually overcame the mechanical limitations of …

WebbMichael Kao on Twitter: "Musings of the Day, 4/14/23: I called the return of the "plateau" of the 1Y correctly. The question is whether it will live up to the moniker I gave it: Rug-Pull Bluff (for Risk Assets)" Musings of the Day, 4/14/23: erica thieman isbeWebb16 maj 2024 · Michael Kao @UrbanKaoboy Jan 29, 2024 In the 1999-2000 crash you had artificially inelasticity via tiny stock floats (3-5%) being driven by seductive demand … erica thilgesWebb24 mars 2009 · Michael Kao @UrbanKaoboy GS Commodities Trader Canyon Cvt/Cap Arb Akanthos Multi-Arb/Distressed Kao Family Office Globetrotter HeadbangerStar … find my license plateWebb13 mars 2024 · Michael Kao @UrbanKaoboy Mar 11 Sorry, but I am simply unable to listen to VC’s cry about the “need” to bail out: 1. Horrendous lack of risk mgt 2. Lack of … find my lifeguard certificationWebb20 maj 2024 · Michael Kao @UrbanKaoboy · May 20, 2024 The problem with the “Hernia” Mental Model is that Hernias are injuries resulting from excess pressure. In financial markets, the injury comes from the popping of bubbles not the inflation of bubbles, so I had to come up with a better Mental Model. Michael Kao @UrbanKaoboy · May 20, 2024 find my library on overdriveWebb7 feb. 2024 · 4:03 PM · Feb 7, 2024 · Twitter for iPhone. 65. Retweets. 23. Quote Tweets. 468. Likes. Michael Kao @UrbanKaoboy ... Michael Kao @UrbanKaoboy ... erica thiel obituaryWebb19 okt. 2024 · Michael Kao @UrbanKaoboy 13h This is the Long Bond. That yellow line you see the Long Bond slicing cleanly through is the MOATL. Quote Tweet Michael Kao @UrbanKaoboy Sep 27 This is the MOATL (Mother Of All Trend Lines) for the rolling nearby contract for the Long Bond since 1970. We approach a moment of reckoning. … erica thiesen