Welcome To Kaoboy Musings

Where musings on financial markets, the macro economy, geopolitics, world travel and thrash metal collide!

Michael, aka “UrbanKaoboy,” has been in the investment business for ~30 years and has experience analyzing and investing in many markets and asset classes, spanning commodities/macro to credit to convertible/capital structure/event arbitrage to distressed debt/equity investing. Michael retired from active hedge fund management and now invests in a varie…