Michael Kao
GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
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Re: Inflation/USD Wrecking Ball-Who's Gonna Out-Hawk the Fed? When I think about the relative capacities for CB's to embrace "Higher For Longer" policies, I still don't think anyo...
Musings of the Day, 1/9/23: The Pivot Trade is in full swing in High Duration Risk, Gold, Bonds, and the USD it seems. Yet, Oil's tepid bounce suggests another head-fake. What w...
Musings of the Day, 1/6/23: This is gonna be a stickier-than-expected Inflation, and that means a dicker-than-expected Fed, and that means a tricker-than-expected Market. H/T: DB...
Musings of the Day, 1/5/23: Just in case you thought the End of the Liquidity lottery was going to be wrapped up neatly with a bow for Crypto... Is that bad? $SI https://t.co/yF...
Musings of the Day, 1/4/23: To erroneously paraphrase Mark Twain, "History may not repeat, but it sure as fuck rhymes." $TSLA / $TWTR https://t.co/SnHlozkIrx https://t.co/1oWVtL...
Musings of the Day, 1/1/23: In 2023: I want more: Fitness of Mind/Body, Patience, Presence, Learning, Reading Books, Experiences, Flexibility, Novelty, Intention I want less: St...
Musings of the Day, 12/30/22: The question I have for ChatGPT is whether it can suggest a vacation for me that involves ancient temples, scuba diving and metal all at the same tim...
Musings of the Day, 12/27/22: After two days of chilling due to port closures due to high winds, we are FINALLY diving the Sea Lion Colony today! 🦭 🤿
Musings of the Day, 12/23/22: After years of having two pairs of identical athletic socks out-of-sync (L/L and R/R) from the wash, I was finally able get them back in sync. #Winn...
Re: Oil-The Great Re-Opening (Or NOT) As I've been saying, I would LOVE to be proven wrong on my ST bear view on Oil given my LT bull positioning, but anyone betting on a big rebo...
Musings of the Day, 12/20/22: Kuroda's Christmas Gift: Some predictable yet conflicting market responses, like the immediate hit to USD. USTs selling off should stymie USD fall,...
Musings of the Day, 12/18/22: I share a couple high-level macro thoughts that I'm writing to my LPs this am: