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Re: Oil-Deep Dive & The Supply/Demand Singularity Revisited.
Pun intended on the "Deep Dive" part -- at least in the short-term. Read further to find out what I think the future holds for Oil.
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Michael Kao
16
Re: Oil/Inflation/Geopolitics - Squid Game Tug-of-War.
The Clash of the Titans between the Fed & OPEC+ could cause a toxic tug-of-war between Inflation and Deflation with a "Squid Game" outcome.
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Michael Kao
6
Re: Geopolitics/Inflation/USD-Ball In A China Shop.
Why a Strong USD Policy is a far more potent geopolitical lever against China rather than traditional sanctions. Beware the BALL in a China Shop …
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Michael Kao
20
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Re: Geopolitics/Inflation/USD-Ball In A China Shop.
 • Michael Kao
20
West Point Paper -- Part 1/4
 • Michael Kao
10
Kaoboy Musings on Substack is back!
 • Michael Kao
26
Re: Oil/Inflation/Geopolitics - Squid Game Tug-of-War.
 • Michael Kao
6
Re: Oil/Inflation/USD-Clash of the Titans.
 • Michael Kao
16
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Re: Macro Commodity Chartpack, 5/25/23.
In honor of my GSCI roots and what I had to do every Sunday night as a junior trader at 22, I give you a quick visual tour of the major commodity groups…
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Michael Kao
5
Re: Investing Lessons - A Compilation.
These are what I consider to be “Evergreen” Investing Lessons that I’ve learned throughout my career. I find that re-reading them periodically helps my…
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Michael Kao
5
FAQ about Oil, USD, & China.
Here is a FAQ list about Oil, USD, and China that people might have, along with my relevant Substacks that might help answer them.
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Michael Kao
Interview: Value After Hours Podcast with Tobias Carlisle and Jake Taylor / Trip Down Memory Lane!
We started down memory lane and ended up on current macro topics.
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Michael Kao
1
Interview: Real Vision with Andreas Steno Larsen / Fed Policy, Inflation, USD, Oil, China.
We talk about the "Hawkish Pause," Inflation, "Higher For Longer," Oil & a potential CNY devaluation.
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Michael Kao
Twitter Space: Pre-FOMC Panel with Unusual Whales / Higher For Longer.
Joined this Space last-minute -- first in a couple weeks.
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Michael Kao
Interview: The RO Show Podcast with Rosanna Prestia / Macro, Markets, Money & METAL!
I wore my Slayer jersey just for the occasion!
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Michael Kao
Re: Oil/Inflation-Supply/Demand Curves & OPEC+'s Fantasyland.
OPEC+ has sacrificed long-term gain to avoid short-term pain.
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Michael Kao
16
Lists: Books, Books, and more Books!
I am a voracious reader of books on a broad swath of topics. Here is an ongoing list of recent reads and favorites.
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Michael Kao
3
Kaoboy Musings
Kaoboy Musings
I started my finance career in the early 90's and spent nearly 25 years in the hedge fund industry. I have a lifelong passion for the markets and a curiosity about many topics. My goal is to educate, entertain, and to help you cut through the noise!
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