Kaoboy Musings

Kaoboy Musings

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Kaoboy Musings
Kaoboy Musings
ORDERED KAOS: Themes of the Week (3/26/23-3/31/23).
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ORDERED KAOS: Themes of the Week (3/26/23-3/31/23).

"Risk-Free" Fears / Death of USD Fears / China Risks / Risk Rip / Oil Prospects / Shadow Banking.

Michael Kao's avatar
Michael Kao
Apr 01, 2023
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Kaoboy Musings
Kaoboy Musings
ORDERED KAOS: Themes of the Week (3/26/23-3/31/23).
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Trying something new this week.

Instead of repeating the Musings of the Day first, I’m just going to jump right to what I consider to be the most important Themes of the Week with relevant support sprinkled in.

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Theme 1:

O…

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