Kaoboy Musings

Substack by Michael Kao · launched Apr 2, 2021

KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.

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Top in Finance

#204

Paid leaderboard

#182

Subscribers

18K

rounded by Substack

Paid subscribers

100+ paid

Badge

Bestseller 100

Followers

37K

Paid plan

$29/mo

Recommends

12

other newsletters

Podcast

Yes

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for Kaoboy Musings to post, embed or send to readers, as long as the watermark stays on it.

Percentile

Top 39%

of 525 ranked finance newsletters

Best rank seen

#204

on Sep 10, 2026

Posts

7

last 30 days

Reactions per post

33

average, recent posts

Reactions tracked

401

across 12 posts

Tickers covered

1

in tracked posts

Most-reacted post we have seen: Mental Models-The Superpower of Fulcrum Securities — 43 reactions on Aug 22, 2026.

YOU 1

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Embed code<a href="https://stockmarketwatch.com/finance-newsletters/urbankaoboy"><img src="https://stockmarketwatch.com/finance-newsletters/urbankaoboy/card" alt="Kaoboy Musings — rank, subscribers and growth, tracked by Stock Market Watch" width="600" height="315" /></a>

Recent posts

• Kaos Theory Episode 14: Lakshmi Sreekumar

  Sep 5, 202640 reactions3 comments5 restacks

• Weekly KAOS - The Jobs Shock, the Yield Surge, and the Debt Governor

  Sep 4, 2026Paid35 reactions0 comments2 restacks

• Weekly KAOS-The Economic Siege and the Vanishing Buyer

  Aug 28, 202639 reactions0 comments1 restacks

• Mental Models-The Superpower of Fulcrum Securities

  Aug 22, 2026Paid43 reactions3 comments2 restacks

• Weekly KAOS-The Crown, the Sieve, and the Debt Governor

  Aug 21, 2026Paid36 reactions0 comments1 restacks

• Weekly KAOS-The Loud Hand and the Quiet Hand

  Aug 14, 2026Paid34 reactions0 comments1 restacks

• Investing-CLO Equity CEF Update / A Conversation with ECC's CFO.

  Aug 13, 2026Paid36 reactions2 comments2 restacks

• Weekly KAOS-Long End & Debt Governor to Risk Assets: "YOU SHALL NOT PASS!"

  Jul 31, 2026Paid27 reactions0 comments1 restacks

  YOU

• Weekly KAOS-The third head of Iran's Cerberus Awakes as Oil Finally Bites

  Jul 24, 2026Paid29 reactions0 comments1 restacks

• Weekly KAOS-Hormuz Blares, Oil Yawns, and Warsh Waits

  Jul 17, 2026Paid25 reactions5 comments0 restacks

• Kaos Theory Episode 13: Michael Every Redux

  Jul 13, 202630 reactions3 comments4 restacks

• Weekly KAOS-Hormuz Rattles, Oil Shrugs, Tech Splits, Deregulation

  Jul 10, 2026Paid27 reactions1 comments2 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Kaoboy Musings. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 10, 2026.