The tweet was deleted by the author.
But we saved everything 🙂.
On March 28, 2026, Michael Kao raised questions about the impact of financial personalities on market sentiment. Kao cited speculation regarding a high-profile sell call and cautioned users about what they might discover using the Insider Overlay feature on a referenced website.
The post suggests increased awareness is needed when interpreting insider trading data, especially amid media-driven reactions.
Kao has commented previously on industry-specific risks and disruptions. In March, he said ongoing oil market disruption was causing demand destruction and increased use of substitutes in a prior note. He also addressed SaaS-related credit market turmoil but assigned low odds to imminent mass defaults, according to a recent summary.