Kaoboy Musings

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Kaoboy Musings
Re: Mental Models-The Macroeconomic Pond & The Big Chop.
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Re: Mental Models-The Macroeconomic Pond & The Big Chop.

This is a thread about how I'm thinking about the current macro setup.

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Michael Kao
Feb 13, 2023
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Kaoboy Musings
Kaoboy Musings
Re: Mental Models-The Macroeconomic Pond & The Big Chop.
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I’ve been thinking a lot about the low signal:noise ratio in the market lately.

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