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 | 306 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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urbankaoboy.comLatest Issues
Mental Models-The Superpower of Fulcrum Securities
A stressed capital structure is like a lever with a pivot, where even slight movements in firm value can yield super-powered moves in the Fulcrum Security.
I recently reopened the vault on some of my old investor letters from my days as a...
Weekly KAOS-The Crown, the Sieve, 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 Treasury backstops the long bond as the debt clock cro...
Weekly KAOS-The Loud Hand and the Quiet Hand
The Loud Hand and the Quiet Hand
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.
Investing-CLO Equity CEF Update / A Conversation with ECC's CFO.
ECC: The Dividend Is Covered. Now Comes the NAV Repair. What I learned from Eagle Point Credit’s earnings call and my follow-up conversation with CFO Ken Onorio.
Eagle Point Credit Company (ECC) reported Q2’26 results today, and I had a on...
Weekly KAOS-Long End & Debt Governor to Risk Assets: "YOU SHALL NOT PASS!"
Long End & Debt Governor to Risk Assets: "YOU SHALL NOT PASS!"
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.
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GS/J. Aron➡Canyon➡Akanthos➡Kao Family Office➡http://UrbanKaoberg.com\ud83d\udcca Globetrotter✈ Headbanger\ud83e\udd18Star Wars Fan\ud83c\udf0c Mixologist\ud83c\udf78Diver\ud83e\udd3f NO INVESTMENT ADVICE
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