site stats

Michael kao twitter

Webb9 okt. 2024 · Michael Kao @UrbanKaoboy · Oct 9, 2024 2024 (cont’d): The Art of Worldly Wisdom* Other Minds: The Octopus, The Sea, and The Deep Origins of Consciousness … Webb5 maj 2024 · Michael Kao @UrbanKaoboy Musing of the Day: Telling the Fed to stop QT because "inflation is peaking" is akin to telling a cop to let someone going 100 mph off …

Michael Kao on Twitter: "Musings of the Day, 4/14/23: I called …

Webb4 dec. 2024 · “Mental Models: Financial Assets As Levers It feels like the markets are about to encounter a major regime shift, so I thought I would write about how I think … Webb7 apr. 2024 · Musings of the Day, 4/7/23: Sad day folks. Elon has declared all-out war on Substack and is not allowing likes/retweets/comments/pins of anything Substack related. is ballshot a scam https://mbrcsi.com

Michael Kao on Twitter

Webb15 nov. 2024 · Michael Kao on Twitter: "Musings of the Day, 11/15/22: This whole CeFi vs. DeFi debate misses the point, imho. The main difference between all these shitcoin … Webb23 juni 2024 · Michael Kao @UrbanKaoboy · Jun 23, 2024 In 2000, bubblicious tech valuations resulted in high EQUITY VOLATILITY and crashed asset prices. The GFC of … Webb20 maj 2024 · Michael Kao @UrbanKaoboy · May 20, 2024 The problem with the “Hernia” Mental Model is that Hernias are injuries resulting from excess pressure. In financial markets, the injury comes from the popping of bubbles not the inflation of bubbles, so I had to come up with a better Mental Model. Michael Kao @UrbanKaoboy · May 20, 2024 one day abortion

Michael Kao on Twitter: "@DoombergT 🙏🙏" / Twitter

Category:Michael Kao on Twitter

Tags:Michael kao twitter

Michael kao twitter

Michael Kao on 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

Did you know?

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