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Michael Kao
UrbanKaoboy
Re: Crude Oil — Different Dynamics Under Biden. Ironically, I see the potential for much higher oil prices under this Admin. Thoughts follow... Biden has clearly signaled a pivot back
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Re: Fannie/Freddie-Thoughts on Don Layton’s “Living Will” Paper. This paper is a must-read; imho, it reinforces my primary GSE thesis: Receivership is NOT an option because TINA (There Is No
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Musing 4 of the Day: I keep hearing the refrain “why not just buy puts” instead of shorting stock outright. In this thread, I am going to explain who takes
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Musing 3 of the Day: As they taught at J. Aron (Goldman’s commodities arm), the cure for high prices is high prices, and vice versa. Cont’d. Squeezes can be nasty
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Musing of the Day: How The “Reddit Effect” Can Become A “Butterly Effect.” In this thread, I’m going to further explore this idea of a seemingly “one-off” curiosity in the
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Musing 5 of the Day: For those cheering the WSB “short assault” mob, be careful what you wish for. When short-selling was banned in 2008, bona fide hedgers could no
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Re: Fannie/Freddie-The Roadmap From Here. In this thread, I’m going to interpret 1) what just happened and why, 2) what it portends, 3) what confirmatory tells to look for on
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Re: Fannie/Freddie-Why I Think A Restructuring Path Is More Likely. Mkt seems to be pricing in a multi-year retain/recap scenario. Why I think that won't be the preferred path by
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