Welcome to KAOBOY MUSINGS, its associated podcast KAOS THEORY, and its associated financial terminal URBANKAOBERG (Beta)!
What started as an informal distribution list in 2019 to my friends & family regarding the economy & markets has evolved into a blog about the Financial Markets, Macroeconomics and Geopolitics. I hope you will find the posts relevant and impactful.
I started my career in the early 90’s trading commodities at Goldman Sachs and then spent the next 25 years in portfolio management at two hedge funds — Canyon Partners and Akanthos Capital (my shop). I retired in 2019 to invest my own capital. I quickly found that I missed putting my market views out there and engaging with smart people, so here I am.
My goals here are simple:
Educate
Encourage Out-of-the-Box Thinking
Elevate Above The Noise
Entertain!
My hope is to produce content with lasting and even “evergreen” educational value and hope you will check out my archives, as I have migrated many of my old Twitter threads here.
While I cannot promise a predictable cadence of output (because I can’t predict what pops into my head and when), I hope that my pieces will cut through the noise rather than be part of the noise.
You will start receiving updates right here in your inbox. You can also log in to the website to read the full archives and other posts as they are published. I encourage you to be vocal in the forums and share your view
As a Free Subscriber, you will have access to most posts and podcasts for TWO WEEKS.
As a Paid Subscriber, you will have access to:
All Archives: https://www.urbankaoboy.com/archive
Daily Chats: https://www.urbankaoboy.com/chat
Weekly KAOS Summaries: https://www.urbankaoboy.com/p/ordered-kaos-themes-of-the-week-substack
UrbanKaoberg BETA: https://urbankaoberg.com/
My hope is to build an engaged community here for more targeted discussions without the noise of other social media platforms.
Thanks again for subscribing to KAOBOY MUSINGS / KAOS THEORY, and please don’t feel shy about spreading the word!
Best,
UrbanKaoboy
PS: Here is a Guided Tour of my Substack:
Disclaimer:
Akanthos Capital Management, LLC (“Akanthos”) is an exempt reporting investment adviser with the Securities and Exchange Commission (“SEC”), and Michael Kao is the Managing Member of this entity. All content on this site and/or in this message is for informational and educational purposes only, cannot be distributed without express written consent, and does not constitute advice, an offer to sell, or a solicitation of an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities. No content here should be relied upon in making investment decisions. The information and statistical data contained herein have been obtained from sources that we believe to be reliable but in no way are warranted by us as to accuracy or completeness. Any accompanying performance statistics are based upon historical performance and are not indicative of future performance. The types of investments discussed do not represent all the securities purchased, sold, or recommended for clients. You should not assume that investments in the securities or strategies identified and discussed were or will be profitable. While many of the thoughts expressed in this message are stated in a factual manner, the discussion reflects only Akanthos’/Michael’s opinions. The descriptions herein are in summary form, are incomplete, and do not include all the information necessary to evaluate an investment in any investment or strategy.
Recent Testimonials:
For those new to the Substack platform, I put together a little guide:
Disclaimer:
Akanthos Capital Management, LLC (“Akanthos”) is an exempt reporting investment adviser with the Securities and Exchange Commission (“SEC”), and Michael Kao is the Managing Member of this entity. All content on this site and/or in this message is for informational and educational purposes only, cannot be distributed without express written consent, and does not constitute advice, an offer to sell, or a solicitation of an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities. No content here should be relied upon in making investment decisions. The information and statistical data contained herein have been obtained from sources that we believe to be reliable but in no way are warranted by us as to accuracy or completeness. Any accompanying performance statistics are based upon historical performance and are not indicative of future performance. The types of investments discussed do not represent all the securities purchased, sold, or recommended for clients. You should not assume that investments in the securities or strategies identified and discussed were or will be profitable. While many of the thoughts expressed in this message are stated in a factual manner, the discussion reflects only Akanthos’/Michael’s opinions. The descriptions herein are in summary form, are incomplete, and do not include all the information necessary to evaluate an investment in any investment or strategy.
