Welcome to Kaoboy Musings!

What started as an informal distribution list to my friends & family regarding the economy & markets has evolved into a blog about the markets, the economy, and life in general.  I hope you will find the posts relevant and impactful.  

After 22 years in the hedge fund business (17 of them at my own firm), I decided to close my fund to outside investors and focus primarily on managing my own money.  Despite "retiring," I still have a passion for following the markets and economy and enjoy expressing my ideas and opinions.  I may, from time to time, opine on an investment idea or theme that I am involved in and invite your devil's advocacy.

I’ve always found that writing my ideas down, sharing them with smart people, and encouraging dialogue and critique is often the best way to validate or invalidate a thesis and to stay mentally nimble.  As a firm believer in Charlie Munger's concept of having "multiple mental models," I am a prolific reader about a broad swath of topics and will include occasional content reviews as well.

With that in mind, I encourage you to be vocal in the forums and share your views!

  

Copyright

© 2019-2020 Akanthos Capital Management, LLC. All rights reserved. Protected by copyright laws of the United States and international treaties. This website may only be used pursuant to the subscription agreement and any reproduction, copying, or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of Akanthos Capital Management, LLC.

About

Kaoboy Musings is a private distribution list/blog that I created to encourage dialogue regarding the economy & markets, geopolitics, investment ideas, and life in general. I have a passion for the markets and investing, and even though I no longer accept investor capital, I try to keep current on global events and opportunities and remain active in the markets.  I’ve always found that writing my ideas down, sharing them with smart people, and encouraging two-way discourse and devil’s advocacy is often the best way to validate or invalidate a thesis and stay mentally flexible.

Disclaimer

Akanthos Capital Management, LLC (“Akanthos”) is an exempt reporting investment adviser with the state of California.  This message is for informational and professional purposes only, cannot be distributed without express written consent, and does not constitute advice, an offer to sell, or a solicitation of an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities.  The contents of this message should not be relied upon in making investment decisions.  The information and statistical data contained herein have been obtained from sources that we believe to be reliable but in no way are warranted by us as to accuracy or completeness.  The accompanying performance statistics are based upon historical performance and are not indicative of future performance.  The types of investments discussed do not represent all the securities purchased, sold, or recommended for clients.  You should not assume that investments in the securities or strategies identified and discussed were or will be profitable.  While many of the thoughts expressed in this message are stated in a factual manner, the discussion reflects only Akanthos’ beliefs about the financial markets in which it invests portfolio assets.  The descriptions herein are in summary form, are incomplete and do not include all the information necessary to evaluate an investment in any investment or strategy.

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