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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Musings of the Day, 12/3/22: GS this AM cites risk of UNDERTIGHTENING -- for good reason given the extremely strong jobs data. Also, on FCI: "FOMC have already unwound 28% of th...
Musings of the Day, 12/2/22: We are still in this topsy turvy "Good Is Bad" / "Bad Is Good" dynamic, and today is definitely the former with this insane jobs beat. However, this c...
Musings of the Day, 12/1/22: Seems apropos to recycle this thought: https://t.co/di8IcqyL3q
I absolutely loved this podcast with Todd Howard and @lexfridman. As someone who once aspired to be a video game designer and as an avid gamer to this day, this made me nostalgic...
Musings of the Day, 11/30/22: Boys and girls, your first assignment today is to study this chart while listening to "When Doves Cry": https://t.co/ndCF2dCFQo
Musings of the Day, 11/29/22: Amazing. I remember having a huge convert arb position in $AMZN in late 90's. We called them the "Ama-No-Gamma's" given how busted they were (~40c)....
Musings of the Day, 11/28/22: I am sure the reason why $VIX is waking up is because of the new Metallica song out today. Harbinger of KAOS? 🤘 https://t.co/Ro5QZqosuW
Musings of the Day, 11/26/22: My thesis that we haven't seen the cyclical peak in the USD Wrecking Ball rests upon the US economy holding up better than RoW. @BobEUnlimited raise...
Halfway into “Andor.” It really is very good. First Disney Star Wars content not written for 1st graders and best since “Rogue One.”
Musings of the Day, 11/24/22: Happy Thanksgiving FinTwit! 🦃 Now for a serious question: what are the best gizmos y’all are shopping for on Black Friday? 😎
Musings of the Day, 11/23/22: When you consider what would've happened to thousands of businesses here w/o gov assistance during COVID and the fact that similar assistance is NOT...
Musings of the Day, 11/22/22: Floating-rate debt is a key reason why I promulgated my Bear Steepener thesis as an ALTERNATIVE to taking FFR to the point of creating CREDIT CONTAGI...