Sitemap - 2021 - Kaoboy Musings
Re: Oil and the USD Wrecking Ball.
Re: Mental Models-Financial Assets As Levers.
Interview: Real Vision with Warren Pies, Redux / Oil & Omicron.
Re: Oil-The Admin’s “Kobayashi Maru.”
Re: Oil-Latest Macro Thoughts From Cap One.
Re: Oil-Convo with Javier Blas, Bloomberg’s Chief Energy Correspondent.
Re: Oil-JP Morgan Call Highlights.
Re: Oil Export Ban-Could the Admin be THAT stupid?
Re: Investing-Lessons From Bernard Baruch.
Re: Oil-GS Call for $90 Brent by YE’21.
Re: Crypto/DeFi—Cherry Popped, First Impressions.
Interview: zer0es.tv / Short-Selling.
Re: China/Taiwan-The CCP Propaganda Machine Is Cranking.
Re: Oil-Is China Painting The Tape?
Interview: Market Champions with Srivatsan Prakash / Origin Story & Misc. Finance Topics.
Interview: Real Vision with Warren Pies & Jack Farley / Oil.
Re: Oil-Update on OPEC+ Agreement/Delta Worries.
Interview: The Derivative with Jeff Malec / Misc. Finance Topics.
Re: Investing-Exit Strategies/When To HODL.
Re: Crypto/BTC-Supply/Demand & The “Tantalus Tease.”
Re: Crypto/BTC-GS Insight Highlights.
Re: Geopolitics-US Army War College/National Security Seminar Learnings.
Re: Mental Models-Inflation Feedback Loops As Recursive Algos.
Re: Mental Models-Bubble Assets As Capacitors.
Re: MSTR-Painting Targets & The Negative Gamma Cascade.
Interview: Real Vision with Max Wiethe / Inflation & Feedback Loops.
Re: Crude Oil/Inflation-Feedback Loops & Weimar Discussion.
Re: MSTR-More Real Options Thoughts.
Re: MSTR-A Real Options Analysis.
Re: Oil-When Will EV Adoption Cause Peak Oil Demand?
Interview: Real Vision Spotlight on Oil.
Re: Crude Oil-When Will EV Adoption Cause Peak Oil Demand?
Re: Climate Change-Facts vs. Politics.
Re: Oil-Will Shale Ruin The Party Again?
Re: Oil/Macro-This Butterfly Has Big Wings.
Re: Oil-Notes From Capital One Oil Call.
Re: Investing-Deep Dive on SPACS.
Re: Oil-The Significance of Backwardation.
Interview: Real Vision with Tim Pagliara / GSE Prefs.