Kaoboy Musings

Kaoboy Musings

Share this post

Kaoboy Musings
Kaoboy Musings
Noise, Demographics & Why We Need Lower Rates
Copy link
Facebook
Email
Notes
More

Noise, Demographics & Why We Need Lower Rates

Kaoboy Musings 7 – 10/9/2019

Michael Kao's avatar
Michael Kao
Oct 09, 2019
∙ Paid

Share this post

Kaoboy Musings
Kaoboy Musings
Noise, Demographics & Why We Need Lower Rates
Copy link
Facebook
Email
Notes
More
Share

Noise, Demographics & Why We Need Lower Rates

My one-word summary of the week: NOISE. 

The U.S. is banning visas on certain Chinese officials?  Risk-off!  The Chinese are open to a partial deal? Risk-on!  Having been a professional money manager for most of my career, volatility-inducing headlines like these used to make me lose sleep – literally.  Now th…

Keep reading with a 7-day free trial

Subscribe to Kaoboy Musings to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Michael Kao
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More