Kaoboy Musings | Michael Kao | Substack

"US Dollar Primacy in an Age of Economic Warfare"

Michael St-Pierre

and

Feb 25

Honored to be one of the speakers on a very important panel on a very important day.

17 hr ago

Why a Strong USD Policy is a far more potent geopolitical lever against China rather than traditional sanctions. Beware the BALL in a China Shop — specifically a USD Wrecking Ball.

Mar 11

These are what I consider to be “Evergreen” Investing Lessons that I’ve learned throughout my career. I find that re-reading them periodically helps my own process, so I have collated them here.

Mar 19

This is the inaugural issue of the Kaoboy Musings Weekly Recap. I will start with my DAILY “stream-of-conscious” Musings of the Day and then tease out…

Mar 18

Inflation / China / Shadow Banks / Fed Policy / Everything Macro This Week!

Mar 17

YouTube:Kaoboy Musings is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Mar 16

I join a great panel and chime in at the 17:00 mark to offer my perspectives on the latest developments.

Mar 16

I join an incredible panel and offer my 2c at the 52:00 min mark to talk about the CPI print and its implications.

Mar 15

Bank crisis ring-fenced -> Fed's Inflation fight not over ->BTFP ≠ BTFD -> China's hidden debts -> USD Wrecking Ball.

Mar 15

Tons of incredibly informative panelists. Thanks to Rahul for hosting the first one and to Mario Nawfal for hosting the second (first time I am…

Mar 14

Twitter Space: Panel with Rahul on Powell’s Testimony & USD Wrecking Ball.Lots of great speakers, hosted by Rahul about Powell’s unexpectedly hawkish testimony, which I found to be significant. An hour and a half in, M…

Mar 8

Kaoboy Musings

I started my finance career in the early 90's and spent nearly 25 years in the hedge fund industry. I have a lifelong passion for the markets and a curiosity about many topics. My goal is to educate, entertain, and to help you cut through the noise!

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