[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @UrbanKaoboy Michael Kao Michael Kao posts on X about $4452t, the only, marshall, $mbi the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::26266863/interactions)  - X Week XXXXXXX +29% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::26266863/posts_active)  - X Week XX +23% - X Month XX -XXXX% - X Months XXX -XX% - X Year XXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::26266863/followers)  - X Week XXXXXXX +0.13% - X Month XXXXXXX +0.55% - X Months XXXXXXX +4.50% - X Year XXXXXXX +11% ### CreatorRank: XXXXXXX [#](/creator/twitter::26266863/influencer_rank)  ### Social Influence [#](/creator/twitter::26266863/influence) --- **Social category influence** [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [celebrities](/list/celebrities) XXXX% [musicians](/list/musicians) XXXX% **Social topic influence** [$4452t](/topic/$4452t) #25, [the only](/topic/the-only) #1548, [marshall](/topic/marshall) #667, [$mbi](/topic/$mbi) #1, [puerto rico](/topic/puerto-rico) #259, [$unh](/topic/$unh) 4.17%, [$cnc](/topic/$cnc) 4.17%, [tariffs](/topic/tariffs) #1053, [saudi arabia](/topic/saudi-arabia) #622, [inflation](/topic/inflation) XXXX% **Top accounts mentioned or mentioned by** [@dmitrithasheep](/creator/undefined) [@jphusker](/creator/undefined) [@catelong](/creator/undefined) [@repfitzgerald](/creator/undefined) [@lauraloomer](/creator/undefined) [@tonynashnerd](/creator/undefined) [@mnicoletos](/creator/undefined) [@deitaone](/creator/undefined) [@briangobosoxs](/creator/undefined) [@kobeissiletter](/creator/undefined) [@sophoninvest](/creator/undefined) [@jasonfurman](/creator/undefined) [@dukevoltz](/creator/undefined) [@rosannainvests](/creator/undefined) [@su917161719](/creator/undefined) [@michaeljmcnair](/creator/undefined) [@rdstoll](/creator/undefined) [@bitcoinnewscom](/creator/undefined) [@cincinnatus25](/creator/undefined) [@cuteknick](/creator/undefined) **Top assets mentioned** [UnitedHealth Group (UNH)](/topic/$unh) [Centene Corp (CNC)](/topic/$cnc) [AgoDefi (AGO)](/topic/$ago) ### Top Social Posts [#](/creator/twitter::26266863/posts) --- Top posts by engagements in the last XX hours "Re: Investing - $MBI: Will Lightning Strike a Third Time Lightning struck the same place twice in MBI in 2023/2024 and may yet strike a third time. This is a live case study on Restructurings Creditor-On-Creditor Violence and Event Optionality."" [X Link](https://x.com/UrbanKaoboy/status/1867919775432843762) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2024-12-14T13:09Z 108.6K followers, 405.7K engagements "@JPHusker_ Huge news for PREPA and the people of Puerto Rico. This bankruptcy can be resolved quickly and fairly for all stakeholders now that the folks who have enabled the vampires have been ousted. @cate_long @JPHusker_ @RepFitzgerald @LauraLoomer" [X Link](https://x.com/UrbanKaoboy/status/1952732348229022067) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-08-05T14:04Z 108.6K followers, 14K engagements "Musings of the Day 10/19/25: Watch the Health Insurer space in the coming weeks. Things are about to come to head after X weeks of Gov Shutdown and it seems like one of the only ways forward is a compromise on ACA subsidies. Here are some excerpts from a Zerohedge article today:" [X Link](https://x.com/UrbanKaoboy/status/1979944967348064743) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-19T16:17Z 108.6K followers, 19.3K engagements "Musings of the Day 10/21/25: The USD and UST were both smacked hard in the wake of Liberation Day back in April as the world preached the End of US Exceptionalism. Six months later with Bilateral Trade Deals asymmetrically in favor of the US + Reverse Marshall Plan (the biggest deal that no one seems to talk about) underway USTs are LEADING RoWs Sovereign Bonds in Yield COMPRESSION and the DXY is finding its footing despite a reluctantly easing Fed because the world is still Outdoving the Fed. Add in the specter of potentially more Peace Black Swans and you begin to get the ingredients of a" [X Link](https://x.com/UrbanKaoboy/status/1980640217163055511) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-21T14:20Z 108.6K followers, 25.8K engagements "How many times have you seen this first chart inferring that the parabolic move in Gold has to do with a fundamental shift in Central Bank policy to hold Gold instead of USTs Too bad it's a spurious conclusion because as JPM's chart below shows almost all of the "movement" in CB holdings is due to PRICE APPRECIATION and not some shift away from USTs en masse. Whether it's desperate Chinese buying ahead of an impending CNY Devaluation (as @TonyNashNerd and @mnicoletos have speculated) or not today's move in Gold gives you a taste of what happens when a Supply Inelastic Asset meets a downward" [X Link](https://x.com/UrbanKaoboy/status/1980737244370772403) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-21T20:45Z 108.6K followers, 17.6K engagements "Musings of the Day 10/22/25: Chinas Runaway Assembly Line cannot stop because it is the only way it can keep its people employed now that decades of capital misallocation in Real Estate have shut that door. What that means for the world especially in a world where the US Consumer is cordoned off from China via Tariffs is that it becomes a dumping ground for Chinese goods. Result: The entire world enacts Protectionist measures against China eventually and China will be forced to Devalue" [X Link](https://x.com/UrbanKaoboy/status/1981140265688797385) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-22T23:27Z 108.6K followers, 26.6K engagements "Fearmongering about First Brands impact on CLOs belies a fundamental misunderstanding about CLOs: X. In the Broadly Syndicated Loan (BSL) CLO market the Securitization Feedstock is HIGHLY DIVERSIFIED X. The structures are highly resilient with Long Tenor Liabilities and Short Tenor Assets compare this to Banks with Long Tenor Assets funded by DAILY Deposit Liabilities X. They have no mark-to-market forced selling triggers My piece below does a deep dive:" [X Link](https://x.com/UrbanKaoboy/status/1981145056078942649) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-22T23:46Z 108.6K followers, 5737 engagements "Saudi Arabia joining the Abraham Accords would be a game-changer for the Middle East. ICYMI check out this interview from a couple months ago to understand root causes for conflict in the region and why this would be such a big deal" [X Link](https://x.com/UrbanKaoboy/status/1981363182657818673) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-23T14:12Z 108.6K followers, 3758 engagements "I think they ($MBI) views the two paths as a wash. National is massively overcapitalized and PREPA is the only thing holding up more releases of surplus. Ive long argued that $AGO should have just carved out the PREPA exposure with a CVI. They could have gotten $MBI on the cheap. They havent so that leaves National no choice but to distribute it out until they do get a good price from AGO. Management owns a ton of stock and is very financially savvy so I am confident that will do whats best for shareholders" [X Link](https://x.com/UrbanKaoboy/status/1958242204822188522) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-08-20T18:58Z 108.6K followers, XXX engagements "Post this PREPA sale at 59c every incremental XX points of PREPA recovery yields an additional $0.85/sh of ABV. Many folks I talk to think ultimate recovery could be north of par because of post petition accrued especially with a favorable Oboard. This sale at 59c should add $X of ABV alone. Par would yield another $XXX of ABV. So even though my original analysis had not contemplated National selling half their exposure here it also had not contemplated a wholesale reconfiguration of the Oboard. Whats funny is that the two factors combined may still get us to the same $5-$6 of incremental ABV" [X Link](https://x.com/UrbanKaoboy/status/1958268097267425350) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-08-20T20:41Z 108.6K followers, 5709 engagements "There is talk that ACA subsidies will get extended and if that happens the sandbagged estimates for this bombed out sector will prove way too low. $UNH $CNC" [X Link](https://x.com/UrbanKaoboy/status/1974162378922287479) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-03T17:19Z 108.6K followers, 33.3K engagements "Private Credit has become hugely popular because of its low vol and high Sharpe Ratios. Too bad not marking to market not having risk. This is why I call BDCs Jump-To-Default Short Puts" [X Link](https://x.com/UrbanKaoboy/status/1977134904069718392) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-11T22:11Z 108.6K followers, 34.2K engagements "Musings of the Day 10/15/25: I stand by what I stated X months ago: The Trump XXX Playbook taken in its entirety is NET DEFLATIONARY. Many only saw Deportations/Immigration Restrictions as Inflationary for Labor and I pointed out the Deflationary impacts on Housing Demand and Demand for Goods/Services. Similarly many only saw Tariffs as Inflationary and I say its far more nuanced because Demand Elasticity & Substitutability of Tariffed Goods will cause Demand Destruction in some cases and Demand Redirection in other cases" [X Link](https://x.com/UrbanKaoboy/status/1978643340142010805) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-16T02:05Z 108.6K followers, 18.1K engagements "KAOS THEORY Episode 10: Kim Ghattas We are excited to welcome Kim Ghattas Emmy Award winning Middle East expert and author of Black Wave: Saudi Arabia Iran and the Forty-Year Rivalry that Unraveled Culture Religion and Collective Memory in the Middle East. Kim hails from Lebanon and brings not only a global geopolitical perspective but also a personal perspective to her treatment of the incredibly nuanced power politics incentives and underlying root causes of conflict in the Middle East. In this fascinating hour we delve into the myriad sources of geopolitical fracture in the region:" [X Link](https://x.com/UrbanKaoboy/status/1955769920085745742) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-08-13T23:14Z 108.6K followers, 56.4K engagements "Appetizer 2: Alice Cooper" [X Link](https://x.com/UrbanKaoboy/status/1980131700001923184) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-20T04:39Z 108.6K followers, 7577 engagements "If Puerto Rico ever wants a stable electric grid it needs access to capital. For access to capital it needs to exit this 9-year BK. For PREPA to exit BK PREPA needs to stop sand-bagging its financials at the behest of the Oboard. The obstructionist Oboard members need to be removed permanently and Swain needs to dismiss a blatantly unconfirmed plan that XX% of Bondholders reject" [X Link](https://x.com/UrbanKaoboy/status/1980329368531730867) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-20T17:44Z 108.6K followers, 5597 engagements "@jasonfurman I am not surprised and have been saying that the world is not paying attention to the Reverse Marshall Plan that is underway" [X Link](https://x.com/UrbanKaoboy/status/1980463911083327583) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-21T02:39Z 108.6K followers, 8404 engagements "Musings of the Day 10/16/25: If you want evidence of Chinas Runaway Assembly Line look no further. This is what happens when a Top-Down GDP-Targeted Autocracy has no other way to employ its people. There is no true Globalization when it is not based on Comparative Advantage and one big player doesnt play by the rules of Supply/Demand. Trade Protectionism therefore is not only inevitable but it is NECESSARY as national self-defense against hostile Industrial Policy" [X Link](https://x.com/UrbanKaoboy/status/1978803036303872030) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-16T12:39Z 108.6K followers, 36K engagements "Metal of the Day 10/19/25: Appetizer 1: Corrosion of Conformity" [X Link](https://x.com/UrbanKaoboy/status/1980131260954734683) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-20T04:37Z 108.6K followers, 13.6K engagements "Musings of the Day 10/20/25: I am not at all surprised that US Yields are going down as I have been saying for months now that the US alone has the heft of the US Consumer which has been leveraged to redirect Fiscal Red Bull that would otherwise be borne by the US Gov to be borne by Private Industry and RoW. I call it the Reverse Marshall Plan" [X Link](https://x.com/UrbanKaoboy/status/1980465627770024344) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-21T02:46Z 108.6K followers, 13.5K engagements "Musings of the Day 10/24/25: A couple key Oil points from Lakshmi about yesterdays Russian sanctions: - The sanctions are Primary Sanctions only applying to U.S. persons and institutions not the actual entities of Lukoil and Rosneft. - The sanctions mirror prior actions against Gazprom Neft and Surgutneftegaz which did not meaningfully affect exports. - No secondary sanctions so India and China remain legally able to buy Russian crude. - Spare Capacity estimated at XXX mbpd mostly in GCC. OPEC+ can easily compensate for minor Russian disruptions though doubtful such measures will be required." [X Link](https://x.com/UrbanKaoboy/status/1981708252569383402) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-24T13:04Z 108.6K followers, 11.6K engagements "Runaway Tariff Inflation: Wherefore art thou Ive been saying since February that the Trump XXX when taken in its entirety is NET DEFLATIONARY and when a Net Deflationary playbook meets a pre-existing Inflationary backdrop something magical might happen: DISINFLATIONARY GROWTH" [X Link](https://x.com/UrbanKaoboy/status/1981722775573475470) [@UrbanKaoboy](/creator/x/UrbanKaoboy) 2025-10-24T14:01Z 108.6K followers, 5307 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@UrbanKaoboy Michael Kao
Michael Kao posts on X about $4452t, the only, marshall, $mbi the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +29%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX +23%
- X Month XX -XXXX%
- X Months XXX -XX%
- X Year XXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.13%
- X Month XXXXXXX +0.55%
- X Months XXXXXXX +4.50%
- X Year XXXXXXX +11%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXX% countries XXXX% stocks XXXX% currencies XXXX% cryptocurrencies XXXX% celebrities XXXX% musicians XXXX%
Social topic influence $4452t #25, the only #1548, marshall #667, $mbi #1, puerto rico #259, $unh 4.17%, $cnc 4.17%, tariffs #1053, saudi arabia #622, inflation XXXX%
Top accounts mentioned or mentioned by @dmitrithasheep @jphusker @catelong @repfitzgerald @lauraloomer @tonynashnerd @mnicoletos @deitaone @briangobosoxs @kobeissiletter @sophoninvest @jasonfurman @dukevoltz @rosannainvests @su917161719 @michaeljmcnair @rdstoll @bitcoinnewscom @cincinnatus25 @cuteknick
Top assets mentioned UnitedHealth Group (UNH) Centene Corp (CNC) AgoDefi (AGO)
Top Social Posts #
Top posts by engagements in the last XX hours
"Re: Investing - $MBI: Will Lightning Strike a Third Time Lightning struck the same place twice in MBI in 2023/2024 and may yet strike a third time. This is a live case study on Restructurings Creditor-On-Creditor Violence and Event Optionality.""
X Link @UrbanKaoboy 2024-12-14T13:09Z 108.6K followers, 405.7K engagements
"@JPHusker_ Huge news for PREPA and the people of Puerto Rico. This bankruptcy can be resolved quickly and fairly for all stakeholders now that the folks who have enabled the vampires have been ousted. @cate_long @JPHusker_ @RepFitzgerald @LauraLoomer"
X Link @UrbanKaoboy 2025-08-05T14:04Z 108.6K followers, 14K engagements
"Musings of the Day 10/19/25: Watch the Health Insurer space in the coming weeks. Things are about to come to head after X weeks of Gov Shutdown and it seems like one of the only ways forward is a compromise on ACA subsidies. Here are some excerpts from a Zerohedge article today:"
X Link @UrbanKaoboy 2025-10-19T16:17Z 108.6K followers, 19.3K engagements
"Musings of the Day 10/21/25: The USD and UST were both smacked hard in the wake of Liberation Day back in April as the world preached the End of US Exceptionalism. Six months later with Bilateral Trade Deals asymmetrically in favor of the US + Reverse Marshall Plan (the biggest deal that no one seems to talk about) underway USTs are LEADING RoWs Sovereign Bonds in Yield COMPRESSION and the DXY is finding its footing despite a reluctantly easing Fed because the world is still Outdoving the Fed. Add in the specter of potentially more Peace Black Swans and you begin to get the ingredients of a"
X Link @UrbanKaoboy 2025-10-21T14:20Z 108.6K followers, 25.8K engagements
"How many times have you seen this first chart inferring that the parabolic move in Gold has to do with a fundamental shift in Central Bank policy to hold Gold instead of USTs Too bad it's a spurious conclusion because as JPM's chart below shows almost all of the "movement" in CB holdings is due to PRICE APPRECIATION and not some shift away from USTs en masse. Whether it's desperate Chinese buying ahead of an impending CNY Devaluation (as @TonyNashNerd and @mnicoletos have speculated) or not today's move in Gold gives you a taste of what happens when a Supply Inelastic Asset meets a downward"
X Link @UrbanKaoboy 2025-10-21T20:45Z 108.6K followers, 17.6K engagements
"Musings of the Day 10/22/25: Chinas Runaway Assembly Line cannot stop because it is the only way it can keep its people employed now that decades of capital misallocation in Real Estate have shut that door. What that means for the world especially in a world where the US Consumer is cordoned off from China via Tariffs is that it becomes a dumping ground for Chinese goods. Result: The entire world enacts Protectionist measures against China eventually and China will be forced to Devalue"
X Link @UrbanKaoboy 2025-10-22T23:27Z 108.6K followers, 26.6K engagements
"Fearmongering about First Brands impact on CLOs belies a fundamental misunderstanding about CLOs: X. In the Broadly Syndicated Loan (BSL) CLO market the Securitization Feedstock is HIGHLY DIVERSIFIED X. The structures are highly resilient with Long Tenor Liabilities and Short Tenor Assets compare this to Banks with Long Tenor Assets funded by DAILY Deposit Liabilities X. They have no mark-to-market forced selling triggers My piece below does a deep dive:"
X Link @UrbanKaoboy 2025-10-22T23:46Z 108.6K followers, 5737 engagements
"Saudi Arabia joining the Abraham Accords would be a game-changer for the Middle East. ICYMI check out this interview from a couple months ago to understand root causes for conflict in the region and why this would be such a big deal"
X Link @UrbanKaoboy 2025-10-23T14:12Z 108.6K followers, 3758 engagements
"I think they ($MBI) views the two paths as a wash. National is massively overcapitalized and PREPA is the only thing holding up more releases of surplus. Ive long argued that $AGO should have just carved out the PREPA exposure with a CVI. They could have gotten $MBI on the cheap. They havent so that leaves National no choice but to distribute it out until they do get a good price from AGO. Management owns a ton of stock and is very financially savvy so I am confident that will do whats best for shareholders"
X Link @UrbanKaoboy 2025-08-20T18:58Z 108.6K followers, XXX engagements
"Post this PREPA sale at 59c every incremental XX points of PREPA recovery yields an additional $0.85/sh of ABV. Many folks I talk to think ultimate recovery could be north of par because of post petition accrued especially with a favorable Oboard. This sale at 59c should add $X of ABV alone. Par would yield another $XXX of ABV. So even though my original analysis had not contemplated National selling half their exposure here it also had not contemplated a wholesale reconfiguration of the Oboard. Whats funny is that the two factors combined may still get us to the same $5-$6 of incremental ABV"
X Link @UrbanKaoboy 2025-08-20T20:41Z 108.6K followers, 5709 engagements
"There is talk that ACA subsidies will get extended and if that happens the sandbagged estimates for this bombed out sector will prove way too low. $UNH $CNC"
X Link @UrbanKaoboy 2025-10-03T17:19Z 108.6K followers, 33.3K engagements
"Private Credit has become hugely popular because of its low vol and high Sharpe Ratios. Too bad not marking to market not having risk. This is why I call BDCs Jump-To-Default Short Puts"
X Link @UrbanKaoboy 2025-10-11T22:11Z 108.6K followers, 34.2K engagements
"Musings of the Day 10/15/25: I stand by what I stated X months ago: The Trump XXX Playbook taken in its entirety is NET DEFLATIONARY. Many only saw Deportations/Immigration Restrictions as Inflationary for Labor and I pointed out the Deflationary impacts on Housing Demand and Demand for Goods/Services. Similarly many only saw Tariffs as Inflationary and I say its far more nuanced because Demand Elasticity & Substitutability of Tariffed Goods will cause Demand Destruction in some cases and Demand Redirection in other cases"
X Link @UrbanKaoboy 2025-10-16T02:05Z 108.6K followers, 18.1K engagements
"KAOS THEORY Episode 10: Kim Ghattas We are excited to welcome Kim Ghattas Emmy Award winning Middle East expert and author of Black Wave: Saudi Arabia Iran and the Forty-Year Rivalry that Unraveled Culture Religion and Collective Memory in the Middle East. Kim hails from Lebanon and brings not only a global geopolitical perspective but also a personal perspective to her treatment of the incredibly nuanced power politics incentives and underlying root causes of conflict in the Middle East. In this fascinating hour we delve into the myriad sources of geopolitical fracture in the region:"
X Link @UrbanKaoboy 2025-08-13T23:14Z 108.6K followers, 56.4K engagements
"Appetizer 2: Alice Cooper"
X Link @UrbanKaoboy 2025-10-20T04:39Z 108.6K followers, 7577 engagements
"If Puerto Rico ever wants a stable electric grid it needs access to capital. For access to capital it needs to exit this 9-year BK. For PREPA to exit BK PREPA needs to stop sand-bagging its financials at the behest of the Oboard. The obstructionist Oboard members need to be removed permanently and Swain needs to dismiss a blatantly unconfirmed plan that XX% of Bondholders reject"
X Link @UrbanKaoboy 2025-10-20T17:44Z 108.6K followers, 5597 engagements
"@jasonfurman I am not surprised and have been saying that the world is not paying attention to the Reverse Marshall Plan that is underway"
X Link @UrbanKaoboy 2025-10-21T02:39Z 108.6K followers, 8404 engagements
"Musings of the Day 10/16/25: If you want evidence of Chinas Runaway Assembly Line look no further. This is what happens when a Top-Down GDP-Targeted Autocracy has no other way to employ its people. There is no true Globalization when it is not based on Comparative Advantage and one big player doesnt play by the rules of Supply/Demand. Trade Protectionism therefore is not only inevitable but it is NECESSARY as national self-defense against hostile Industrial Policy"
X Link @UrbanKaoboy 2025-10-16T12:39Z 108.6K followers, 36K engagements
"Metal of the Day 10/19/25: Appetizer 1: Corrosion of Conformity"
X Link @UrbanKaoboy 2025-10-20T04:37Z 108.6K followers, 13.6K engagements
"Musings of the Day 10/20/25: I am not at all surprised that US Yields are going down as I have been saying for months now that the US alone has the heft of the US Consumer which has been leveraged to redirect Fiscal Red Bull that would otherwise be borne by the US Gov to be borne by Private Industry and RoW. I call it the Reverse Marshall Plan"
X Link @UrbanKaoboy 2025-10-21T02:46Z 108.6K followers, 13.5K engagements
"Musings of the Day 10/24/25: A couple key Oil points from Lakshmi about yesterdays Russian sanctions: - The sanctions are Primary Sanctions only applying to U.S. persons and institutions not the actual entities of Lukoil and Rosneft. - The sanctions mirror prior actions against Gazprom Neft and Surgutneftegaz which did not meaningfully affect exports. - No secondary sanctions so India and China remain legally able to buy Russian crude. - Spare Capacity estimated at XXX mbpd mostly in GCC. OPEC+ can easily compensate for minor Russian disruptions though doubtful such measures will be required."
X Link @UrbanKaoboy 2025-10-24T13:04Z 108.6K followers, 11.6K engagements
"Runaway Tariff Inflation: Wherefore art thou Ive been saying since February that the Trump XXX when taken in its entirety is NET DEFLATIONARY and when a Net Deflationary playbook meets a pre-existing Inflationary backdrop something magical might happen: DISINFLATIONARY GROWTH"
X Link @UrbanKaoboy 2025-10-24T14:01Z 108.6K followers, 5307 engagements