KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 317 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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Weekly KAOS - The AI Crack, the Hot Print, and the Debt Governor
Welcome to the Weekly KAOS — UrbanKaoboy’s end-of-week roundup covering Macro and Geopolitics, where I try and tease out the most impactful bits of the week.
Themes of the Week
The AI trade finally started cracking, and what gave it aw...
Weekly KAOS - The Monkey's Paw, the Hawkish Fed, and the Debt Governor
Many bellyache about the backup in yields to pre-GFC levels, but be careful what you wish for, because the most likely road to significantly lower rates runs through an economic and market BUST.
Welcome to the Weekly KAOS — UrbanKaoboy’s e...
UrbanKaoboy’s World History Synchronizer
Awaken your inner temple-chasing Indy with this comparative atlas of time and travel planner!
I’ve always loved to visit ancient sites, but a particularly epic trip to Egypt several years ago that involved archaeological digs and newly dis...
Weekly KAOS - The Vanishing Bond Floor, the Jobs Miss, and the Hormuz Spigot
With the Bond Floor gone, the long end's rip to pre-crisis highs leaves the market's narrow leadership running on Growth alone, even as a soft jobs print keeps Goldilocks on its feet
Welcome to the Weekly KAOS — UrbanKaoboy’s end-of-week r...
Re: Mental Models - Wile E. Coyote Equities & The Vanishing Bond Floor.
The backup in long-end rates has pulled the “Bond Floor” out from under Equities, and the only thing keeping the longest-duration names aloft is Growth. Wile E. Coyote better not look down!
Anyone who grew up on Saturday-morning Looney Tun...
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Authors
The writers behind this newsletter.
GS/J. Aron➡Canyon➡Akanthos➡Kao Family Office➡http://UrbanKaoberg.com📊 Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿 NO INVESTMENT ADVICE
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