* Oil/USD Wrecking Ball Substack Directory *Michael KaoOct 30, 202433ShareRe: Oil-Different Dynamics Under Biden.Michael Kao·February 7, 2021Read full storyRe: Oil-The Significance of Backwardation.Michael Kao·February 12, 2021Read full storyRe: Oil-Best Inflation Hedge?Michael Kao·February 23, 2021Read full storyRe: Oil-Notes From Capital One Oil Call. Michael Kao·March 6, 2021Read full storyRe: Oil/Macro-This Butterfly Has Big Wings.Michael Kao·March 8, 2021Read full storyRe: Oil-Will Shale Ruin The Party Again?Michael Kao·April 13, 2021Read full storyRe: Oil-When Will EV Adoption Cause Peak Oil Demand?Michael Kao·April 22, 2021Read full storyRe: Oil-ESG “La La Land.”Michael Kao·June 1, 2021Read full storyRe: Oil-Update on OPEC+ Agreement/Delta Worries.Michael Kao·July 23, 2021Read full storyRe: Oil-Is China Painting The Tape?Michael Kao·August 19, 2021Read full storyRe: Oil-GS Call for $90 Brent by YE’21.Michael Kao·September 27, 2021Read full storyRe: Oil Export Ban-Could the Admin be THAT stupid?Michael Kao·October 7, 2021Read full storyRe: Oil-JP Morgan Call Highlights. Michael Kao·October 8, 2021Read full storyRe: Oil-Convo with Javier Blas, Bloomberg’s Chief Energy Correspondent. Michael Kao·October 14, 2021Read full storyRe: Oil-Latest Macro Thoughts From Cap One.Michael Kao·October 21, 2021Read full storyRe: Oil-The Admin’s “Kobayashi Maru.” Michael Kao·November 20, 2021Read full storyRe: Oil and the USD Wrecking Ball. Michael Kao·December 17, 2021Read full storyRe: BTC/Oil/USD/MSTR-Tying It All Together & The “Ummwut” Umwelt.Michael Kao·January 31, 2022Read full storyRe: USD Wrecking Ball World Tour & The CNY Facade.Michael Kao·March 14, 2022Read full storyRe: Oil-Trying To Cut Through The Noise.Michael Kao·April 27, 2022Read full storyRe: Geopolitics/Oil-Conversation With Velina Tchakarova.Michael Kao·July 6, 2022Read full storyRe: Oil-Forward Curves & Holy Grails (or Lack Thereof).Michael Kao·September 5, 2022Read full storyRe: Oil-High Level Macro Thoughts For My LPs.Michael Kao·December 19, 2022Read full storyRe: Oil-The Great China Re-Opening (Or NOT).Michael Kao·December 22, 2022Read full storyWest Point Paper -- Part 1/4Michael Kao·February 25, 2023Read full storyRe: Inflation/USD/USTs – “Risk-Free” Riskiness & Austrian Pipe Dreams.Michael Kao·March 26, 2023Read full storyRe: Oil/Inflation/USD-Clash of the Titans.Michael Kao·April 3, 2023Read full storyRe: Geopolitics/Oil/USD - BRICS-a-Brac?Michael Kao·April 7, 2023Read full storyRe: Oil/Inflation-Supply/Demand Curves & OPEC+'s Fantasyland.Michael Kao·April 15, 2023Read full storyRe: Oil/Inflation/Geopolitics - Squid Game Tug-of-War.Michael Kao·May 6, 2023Read full storyRe: Oil-Deep Dive & The Supply/Demand Singularity Revisited.Michael Kao·May 25, 2023Read full storyRe: Oil/Investing - Lessons From The Oil Patch / Will Atlas Shrug?Michael Kao·June 8, 2023Read full storyRe: USD/China - The Donkey Kong Dollar Peg.Michael Kao·July 22, 2023Read full storyRe: Inflation/USD - The Four Horsemen of US Resilience Will Make the Fed an Uneven "Distributor of Pain."Michael Kao·September 6, 2023Read full storyRe: Inflation/Oil/Gold/Yield Curves - Revisiting Bear Steepening, Recency Bias & That 70's Show.Michael Kao·October 21, 2023Read full storyRe: Macro/USD/Oil/Geopolitics - The Battle of the BADS.Michael Kao·April 6, 2024Read full storyRe: Oil/Inflation/USD - From USD Wrecking Ball to USD Pickleball?Michael Kao·July 20, 2024Read full storyRe: Inflation/USD/Oil - The Return of PP and the Coming of PPPP.Michael Kao·August 31, 2024Read full storyRe: Inflation/USD/Oil - From Fed's Best Friend to Fed's Worst Enemy.Michael Kao·September 28, 2024Read full storyGuest Lecture at Denison University: The Geopolitics of Energy & Economic Warfare.Michael Kao and Scott Smitson·October 5, 2024Listen nowInterview: Oil/Macro/Geopolitics/Investing Discussion with Paul Sankey.Michael Kao·April 19, 2025Read full storyMacro/Oil/Inflation/Geopolitics - Into The Void?Michael Kao·May 23Read full storyKaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Subscribe
