Macro newsletter
Kaoboy Musings (Michael Kao): review of price, cadence & strategy
A former hedge fund manager on markets, macro and geopolitics.
Kaoboy Musings, with its podcast Kaos Theory, covers financial markets, macroeconomics and geopolitics. Michael Kao says he began trading commodities at Goldman Sachs and spent 25 years in portfolio management at hedge funds before managing his own capital. Prices are the publication's web subscription prices on Substack.
Want to see what you get before paying? Read recent issues in the official archive.
Facts checked on 2026-10-21 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.
Similar newsletters
Unusual Whales Newsletter
Free Wednesday lessons on markets and options, plus a Sunday market outlook.
The Transcript
The most telling quotes from each week's earnings calls, in one email.
The Kobeissi Letter
A weekly macro and markets letter with a chart of the week and mid-week updates.