Kaoboy Musings

Kaoboy Musings

Share this post

Kaoboy Musings
Kaoboy Musings
Re: Geopolitics/Inflation/USD-Ball In A China Shop.

Re: Geopolitics/Inflation/USD-Ball In A China Shop.

Today I divert your attention from the provincial woes of wayward Silicon Valley lenders to the REAL ticking time bomb of the global financial system -- China.

Michael Kao's avatar
Michael Kao
Mar 11, 2023
∙ Paid
75

Share this post

Kaoboy Musings
Kaoboy Musings
Re: Geopolitics/Inflation/USD-Ball In A China Shop.
25
30
Share

While the past week in the financial markets has revolved around the demise of Silicon Valley Bank and the ramifications therein, I personally don’t think the extremely poor risk management practices of a bank focused on banking the most speculative sector of the economy will lead to a major domestic banking crisis. Consequently, I do not believe it der…

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