Kaoboy Musings

Kaoboy Musings

Home
Podcast
Notes
Chat
Guide
ORDERED KAOS
Interviews
Books I'm Reading
Archive
Leaderboard
About

Sitemap - 2019 - Kaoboy Musings

Being Cheap In A Rich Market / The New “Plastics” / The Force Is With This One

Trump’s “Delta” / Jobs & OPEC Friday / The Oil & Gas Opportunity / The GSE “Piggy Bank” and the Government “Mob” / Hamster Tracks

Why I Continue To Invest In Oil / Recent Reads / Recent Listens / Happy Thanksgiving!

Climate Change Chat Group

GSE Update — COFC Hearing

Q3 Report Card / GSE Update

Moving The Goalposts / What Inflation? / Andrew Carnegie / UFC 245: Cooperman vs. Warren? / GSE Update: Calabria at American Action Forum

Powell’s Dove Transformation

Mid-Earnings Season Gut-check/ Black Gold About to Shine? / King Dollar No More?

Update on Fannie/Freddie

So far, so good, so what? / China Musings / What-The-Frac?? / Book & Show Reviews

Noise, Demographics & Why We Need Lower Rates

Goldilocks Jobs Friday

Is “bad” once again “good”? / Check mate China, part deux

Fannie, Freddie Permitted to Boost Capital Cushions by Billions

Market Musings / GSE Gyrations / Book Recommendations

Fannie/Freddie Prefs vs. Common?

Fannie/Freddie Explained In Detail

Welcome to Kaoboy Musings!

© 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