* Investing Substack Directory *Michael KaoMar 06, 20231ShareRe: Investing-Meme Stocks & The Importance of Shorting.Michael Kao·January 30, 2021Read full storyRe: Investing-Deep Dive on SPACS.Michael Kao·March 3, 2021Read full storyRe: Investing-Exit Strategies/When To HODL.Michael Kao·July 2, 2021Read full storyRe: Investing-Lessons From Bernard Baruch.Michael Kao·October 7, 2021Read full storyRe: Investing Lessons - A Compilation.Michael Kao·June 6, 2023Read full storyRe: Inflation/USD/USTs – “Risk-Free” Riskiness & Austrian Pipe Dreams.Michael Kao·March 26, 2023Read full storyRe: Oil/Investing - Lessons From The Oil Patch / Will Atlas Shrug?Michael Kao·June 8, 2023Read full storyRe: Investing - Bottoms Up (Hic!) Macro / Different Styles For Different Situations / Getting Paid To Wait.Michael Kao·July 15, 2023Read full storyRe: Investing - Opening The Kimono: 2023 In Review.Michael Kao·December 24, 2023Read full storyRe: Investing - Private Credit & The Ostrich Effect.Michael Kao·February 24, 2024Read full storyRe: Investing - Institutionalizing the "Elephant Through A Mousehole."Michael Kao·March 6, 2024Read full storyRe: Investing - "Alpha With Asymmetry."Michael Kao·May 8, 2024Read full storyRe: Investing - Is Alpha a Mirage in a Desert of Beta?Michael Kao·June 1, 2024Read full storyRe: Investing - "Rumpelstiltskin Risks" & Why Not All Securitizations Are Created Equal.Michael Kao·June 22, 2024Read full storyRe: Investing/Mental Models - The Perils of Surfing the S(e)ine.Michael Kao·July 13, 2024Read full storyRe: Fannie/Freddie - Trump Trade or CHUMP Trade?Michael Kao·October 26, 2024Read full storyRe: Investing - MBI: Will Lightning Strike a Third Time?Michael Kao·December 14, 2024Read full storyRe: Macro/Geopolitics/Investing - The Energy Achilles' Heel of America.Michael Kao·Jan 3Read full storyRe: Investing - CLO Equity CEF FAQ, Part I / ECC Spotlight.Michael Kao·Feb 24Read full storyInvesting-CLO Equity CEF FAQ, Part II / A Conversation with ECC's PM.Michael Kao·Mar 7Read full storyKaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Subscribe