Michael kao twitter
Webb9 okt. 2024 · / Twitter Michael Kao @UrbanKaoboy Musings of the Day, 10/9/22 (Ursa Major Edition): Today I’m gonna share the reasons why I remain BEARISH Risk. Lest … Webb12 feb. 2024 · Michael Kao @UrbanKaoboy Feb 12, 2024 Notably, in the 4 scenarios where prices went DOWN, they were all explainable by exogenous demand shocks: 1) …
Michael kao twitter
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Webb22 mars 2024 · Michael Kao on Twitter: "Musings of the Day, 3/22/23: Who will OUT-DOVE the Fed first? US UK EU GDP: 3% 0% 0% Unemp: 3.6% 3.7% 6% CPI: 6% 10.4% 10% Count out the USD Wrecking Ball at your own risk." Musings of the Day, 3/22/23: Who will OUT-DOVE the Fed first? US UK EU WebbMusings of the Day, 4/14/23: I called the return of the "plateau" of the 1Y correctly. The question is whether it will live up to the moniker I gave it: Rug-Pull Bluff (for Risk Assets)
WebbRT @AzureBlueSky1: Meantime, when you have about 10 mins to spare, check this Substack piece by @UrbanKaoboy. 14 Apr 2024 14:38:44 Webb24 nov. 2024 · Michael Kao @UrbanKaoboy · Nov 24, 2024 Replying to @johnwhi60696884 And USD is telling us that nominal rates are going to be forced up to adjust. Show replies Michael Kao @UrbanKaoboy · Dec 8, 2024 Replying to @UrbanKaoboy The engine behind the USD Wrecking Ball: the prospect of nominal …
Webb31 aug. 2024 · Michael Kao @UrbanKaoboy · Aug 31, 2024 I reminded her of the complete crackdown on personal freedoms in Hong Kong, which she acknowledged but in the same breath rebutted with the "efficacy" of their state-imposed COVID lockdowns. Me: “You think that’s a good thing?” Michael Kao @UrbanKaoboy · Aug 31, 2024 Webb24 mars 2009 · Michael Kao @UrbanKaoboy GS Commodities Trader Canyon Cvt/Cap Arb Akanthos Multi-Arb/Distressed Kao Family Office Globetrotter HeadbangerStar …
WebbMike has been in the investment business for ~30 years and has experience analyzing and investing in many markets and asset classes, …
Webb11 apr. 2024 · Michael Kao @UrbanKaoboy · 2h Since we're all ga-ga over Books right now, I thought I'd share my comprehensive list, organized by category: … is ballroom blitz in rocky horrorWebbThere are more steps here than the Step Pyramid of Saqqara (which I'm excited to visit): 14 Apr 2024 13:54:28 one day accountWebb19 okt. 2024 · Michael Kao @UrbanKaoboy 13h This is the Long Bond. That yellow line you see the Long Bond slicing cleanly through is the MOATL. Quote Tweet Michael Kao @UrbanKaoboy Sep 27 This is the MOATL (Mother Of All Trend Lines) for the rolling nearby contract for the Long Bond since 1970. We approach a moment of reckoning. … is ball sort puzzle freeWebb4 sep. 2024 · Michael Kao @UrbanKaoboy Feb 12, 2024 Notably, in the 4 scenarios where prices went DOWN, they were all explainable by exogenous demand shocks: 1) … one day academy technologyWebb25 okt. 2024 · Michael Kao @UrbanKaoboy · Nov 20, 2024 11/9/22: Interview with @MichaelRosmer and @defiyield_app about Oil, Inflation, Crypto-nomics, Geopolitics. … one day account yorkshire building societyWebbMichael Kao on Twitter: "There seems to be much confusion over what OPEC+ move portends for Oil. I, for one, think OPEC+ may have to CUT AGAIN before year-end as demand weakens in 2H'23. I wrote this 2 weeks ago and will be following up with an update this weekend:" There seems to be much confusion over what OPEC+ move portends … one day achWebb12 apr. 2024 · Michael Kao @UrbanKaoboy Apr 12, 2024 The chart below shows that the recovery in both rig counts and frac spreads has been somewhat tepid despite the … is ballwash.com legit