* Mental Models Substack Directory *Michael KaoMar 22, 202552ShareRe: Mental Models-Bubble Assets As Capacitors.Michael Kao·May 22, 2021Read full story Re: Mental Models-Inflation Feedback Loops As Recursive Algos.Michael Kao·May 29, 2021Read full storyRe: Mental Models-Financial Assets As Levers.Michael Kao·December 5, 2021Read full storyRe: Mental Models-Destructive/Constructive Interference In Econ Cycles.Michael Kao·December 11, 2022Read full storyRe: Mental Models-The Macroeconomic Pond & The Big Chop.Michael Kao·February 13, 2023Read full storyRe: Mental Models-Orthogonality & Portfolio Diversification.Michael Kao·March 6, 2023Read full storyRe: Mental Models - Valuation/Risk Drivers of Financial Assets As Partial Derivatives.Michael Kao·November 11, 2023Read full storyRe: Mental Models - The Lasagna Layers of the Risk Edifice.Michael Kao·January 23, 2024Read full storyRe: Investing/Mental Models - The Perils of Surfing the S(e)ine.Michael Kao·July 13, 2024Read full storyRe: Mental Models - Merton/Real Options Framework for Debt & Equity.Michael Kao·August 17, 2024Read full storyRe: Mental Models - Navigating The Asteroid Field With Trump 2.0.Michael Kao·March 22, 2025Read full storyRe: Mental Models - Submerged Balloons & Lead Zeppelins.Michael Kao·May 23, 2025Read full storyKaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Subscribe
