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KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics.
I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.
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* MSTR Substack Directory *
2/16/21 - Re: MSTR-GOAT or Goat?
4/23/21 - Re: MSTR-A Real Options Analysis.
4/29/21 - Re: MSTR-More Real Options Thoughts.
5/19/21 - Re: MSTR-Painting Targets & The Negative Gamma Cascade.
1/30/22 - Re: $BTC/Oil/USD/$MSTR-Tying It All Together & The “Ummwut” Umwelt.
5/3/22 - Re: MSTR-The Tail Wagging The BTC Dog?
5/16/22 - Re: BTC/Crypto: The Beginning of the End of the Liquidity Lottery.
11/2/22 - Re: MSTR-Capital Structure Update.