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

#216

Paid leaderboard

#181

Subscribers

17K

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 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Percentile

Top 42%

of 525 ranked finance newsletters

Best rank seen

#198

on Sep 13, 2026

Rank, 7 days

+8 places

Rank, 30 days

−4 places

Subscribers added

−1.0K

since tracking began

Followers added

+279

since tracking began

Posts

7

last 30 days

Reactions per post

36

average, recent posts

Reactions tracked

677

across 19 posts

Most-reacted post we have seen: Re: Mental Models - Wile E. Coyote Equities & The Vanishing Bond Floor. — 70 reactions on Oct 3, 2026.

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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

• Weekly KAOS - The Monkey's Paw, the Hawkish Fed, and the Debt Governor

  Oct 17, 2026Paid31 reactions6 comments1 restacks

• UrbanKaoboy’s World History Synchronizer

  Oct 10, 202629 reactions7 comments3 restacks

• Weekly KAOS - The Vanishing Bond Floor, the Jobs Miss, and the Hormuz Spigot

  Oct 9, 2026Paid32 reactions0 comments2 restacks

• Re: Mental Models - Wile E. Coyote Equities & The Vanishing Bond Floor.

  Oct 3, 2026Paid70 reactions10 comments10 restacks

• Weekly KAOS - Seismic Lies: The Long End, the Truce, and the Debt Governor

  Oct 2, 2026Paid31 reactions0 comments2 restacks

• UrbanKaoberg Update

  Oct 2, 2026Paid32 reactions0 comments1 restacks

• Weekly KAOS - Northern Lights Edition: The Hike, the Chokepoints, and Xi in Washington

  Sep 25, 2026Paid37 reactions1 comments1 restacks

• Kaos Theory Episode 14: Lakshmi Sreekumar

  Sep 5, 202646 reactions4 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, 2026Paid40 reactions0 comments1 restacks

• Mental Models-The Superpower of Fulcrum Securities

  Aug 22, 2026Paid44 reactions3 comments2 restacks

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

  Aug 21, 2026Paid37 reactions0 comments1 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: Oct 21, 2026.