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@UrbanKaoboy Michael Kao

Michael Kao posts on X about $4452t, tariffs, inflation, dubrovnik the most. They currently have XXXXXXX followers and 1917 posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

X Week XXXXXXX +73%
X Month XXXXXXX +135%
X Months XXXXXXXXX +14%
X Year XXXXXXXXX -XX%

Mentions: XX #

X Month XX -XX%
X Months XXX -XX%
X Year XXX -XX%

Followers: XXXXXXX #

X Week XXXXXXX +0.17%
X Month XXXXXXX +0.45%
X Months XXXXXXX +6.80%
X Year XXXXXXX +11%

CreatorRank: XXXXXX #

Social Influence #

Social category influence finance #1612 countries #6144 travel destinations automotive brands

Social topic influence $4452t #2, tariffs #143, inflation #69, dubrovnik, playbook #28, countries, china, money, fiat, croatia

Top Social Posts #

Top posts by engagements in the last XX hours

"Musings of the Day 7/16/25: The Admin is following the Economic Statecraft goals of isolating China and creating the conditions for autarky for the US and whoever else wants access to the US Consumer. These Trade Deals cannot and should not be viewed in isolation. They are about forcing the world to choose between US and China trade regimes. US Economic Statecraft is about defending the economic interests of the US and its allies against aggressive Industrial Policies from China that ultimately de-industrialize the economies of its trade partners. Globalization that is not based on"
@UrbanKaoboy on X 2025-07-16 12:17:32 UTC 106.6K followers, 87.3K engagements

"Not only that the most important commodity in the world Oil is going down. Not only is Oil the basis of transportation fuels but Oil is the precursor input into petrochemicals and a dozen other industrial commodities. There cannot be Runaway Tariff-induced Inflation when the most important commodity in the world is going down AND Tariffs themselves are causing Demand Destruction in tariffed goods/sectors"
@UrbanKaoboy on X 2025-07-16 12:39:06 UTC 106.6K followers, 37.5K engagements

"Glimpses of Dubrovnik Part II Truly a stunning city. Do see where Cersei did the Walk of Shame"
@UrbanKaoboy on X 2025-07-12 15:37:43 UTC 106.6K followers, 9352 engagements

"Musings of the Day 7/10/25: I agree with Steve Eisman on the TINA thesis to USTs despite all the hoopla around the BBB. I believe the case I made several years ago still stands: It is a feature of Fiat to get debased over time. The hard money alternatives to Fiat can serve as speculative hedges against that debasement but will not replace Fiat because once opened the Fiat Pandoras Box cannot easily be closed due to the political suicide of Austerity. Witness the devolution of DOGE to BBB. As long as we live in a Fiat world the King of Fiat will be the ecosystem with the most liquidity and"
@UrbanKaoboy on X 2025-07-10 19:34:53 UTC 106.4K followers, 11.3K engagements

"Travelogue of the Day 7/8/25: Just concluded a beautiful sunny breakfast in Split and thenHAILSTORM in July WTF"
@UrbanKaoboy on X 2025-07-08 06:56:00 UTC 106.4K followers, 35.6K engagements

"Travelogue of the Day 7/6/25: Plitvice Lakes National Park Croatia Well worth the detour before heading to Zadar"
@UrbanKaoboy on X 2025-07-06 15:13:21 UTC 106.4K followers, 7926 engagements

"Musings of the Day 7/11/25: Ironically I wrote this before Parsimonious Powell became Pusillanimous Powell who has now become Parsimonious Powell again so I guess it still applies 🤔"
@UrbanKaoboy on X 2025-07-11 20:58:24 UTC 106.4K followers, 6350 engagements

"Travelogue of the Day 7/10/25: Glimpses of Hvar & Stari Grad"
@UrbanKaoboy on X 2025-07-10 15:49:29 UTC 106.6K followers, 8017 engagements

"@AnnaEconomist Agree with you. Demand Destruction from Tariffs will outweigh the goods Inflation imho"
@UrbanKaoboy on X 2025-07-16 03:31:53 UTC 106.6K followers, 2796 engagements

"This was a rare find by our guide yesterday in Pula. Tunisia was littered with extant mosaics everywhere"
@UrbanKaoboy on X 2025-07-06 05:53:56 UTC 106.4K followers, 5643 engagements

"Re: Mental Models - Submerged Balloons & Lead Zeppelins. Markets experiencing turmoil can produce very interesting Asymmetric Event-Driven Alpha opportunities. Presenting two new Mental Models: the Submerged Balloon and the Lead Zeppelin"
@UrbanKaoboy on X 2025-05-23 12:28:27 UTC 106.6K followers, 51.1K engagements

"Beautiful day in the lovely town of Rovinj"
@UrbanKaoboy on X 2025-07-06 05:39:35 UTC 106.4K followers, 6411 engagements

"Heres your Runaway Tariff-Induced Inflation folks"
@UrbanKaoboy on X 2025-07-16 12:48:03 UTC 106.6K followers, 25.3K engagements

"I didnt expect to see a mosh pit in Dubrovnik"
@UrbanKaoboy on X 2025-07-12 15:16:14 UTC 106.6K followers, 6050 engagements

"Correctamundo. I would also add that lowering Oil prices is KEY because of its wide impact across a myriad of industrial inputs"
@UrbanKaoboy on X 2025-07-16 14:07:09 UTC 106.6K followers, 11.9K engagements

"Musings of the Day 7/15/25: In this day and age where every other podcast and substack seems to predict UST/USD Doomsday scenarios I found this contrarian note from DB interesting. It got me thinking about the 1995-2000 Productivity Boom from the advent of the Internet that led to a Budget SURPLUS by 1998. Whats extremely interesting is that Internet-led Productivity growth shot up to 2.5-3%/year vs. the XXX% stagnancy from 1973-1994. Guess what the CBO Baseline assumption is XXX% If you think AI-led Productivity growth can boost that to just XXX% vs. the 2.5-3% of the mid-90s Debt/GDP"
@UrbanKaoboy on X 2025-07-15 14:37:11 UTC 106.6K followers, 19.3K engagements

"Musings of the Day 7/13/25: It seems not much has changed in the last X months in trade negotiations so Im going to repeat some comments I made back in April. Im specifically wondering what countermeasures can make up for the loss of the US Consumer that makes up for XX% of total global consumption Given Trumps replenishment of political capital following the Iran showdown and the passing of BBB my guess is that countries that are counting on TACO Tuesdays bailing them out again might be in for a rude awakening"
@UrbanKaoboy on X 2025-07-13 13:43:31 UTC 106.6K followers, 52.3K engagements

"I wrote a thought piece back in March about what I think the Trump XXX Playbook is trying to accomplish and how there is a cogent "method to the madness." A key ingredient is undoing our "Vodka Red Bull" Economy -- creating the conditions for having the Private Sector and our NATO Allies take up more of the Fiscal Red Bull while simultaneously allowing for less Monetary Depressant both of which allow Deficit Reduction. It's still early but I am encouraged by emerging evidence that the Trump XXX Policy Playbook can achieve Growth with Subdued Inflation -- the Holy Grail of the mid-90's that"
@UrbanKaoboy on X 2025-07-16 13:39:54 UTC 106.6K followers, 6162 engagements

"Glimpses of Dubrovnik. You may recognize some GoT locations"
@UrbanKaoboy on X 2025-07-12 15:12:15 UTC 106.6K followers, 3262 engagements

"Travelogue of the Day 7/12/25: Following in Daenerys footsteps again. That is Kings Landing in the distance. 🐉 😎"
@UrbanKaoboy on X 2025-07-12 14:53:37 UTC 106.6K followers, 15.9K engagements