Cem Karsan

🎯 “But the shape of the loss is different this time. In 2008 it started @ the bottom, w/ a family & a foreclosure sign🪧, & the rescue traveled up from there to the banks that had it coming, & there was a face on the misery you could be made to feel something for. There is no such face this time. This time it starts @ the top... 1929 wiped out the people @ the top who had borrowed to get there & took the country down w/ them. 2008 wiped out the borrower & saved the lender. This one looks like 1929.” POP-ulism 🎈

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🤡 The April Fools’ Joke 🤡 that just keeps on fooling… 3 months later (4 more months to come) https://t.co/4dFkE46ylO

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@HenrikZeberg Don’t make me tap the sign 🪧 https://t.co/irGmgaq08s

So, after 1.5 years of incinerating 🔥 free market pricing through blatant market manipulation & historic corruption facilitated by ‘deregulation,’ …. They now expect people to believe that they are going to remove transparency, accountability, & clarity from the Fed in the name of ‘Free Markets’… 😂 😂 😂 Gas Lighting @ its finest.

Demographics are becoming a macro variable. Student debt, multigenerational households, falling real wages, and generational political shifts may all feed back into fiscal policy, inflation, and the Fed’s constraints. Discussed with Danielle DiMartino Booth, @DiMartinoBooth, on U Got Options: From the Cboe Floor. See the full episode below. Full episode with Danielle here ---> https://t.co/fLhGFbPGYz

@OddStats @TexDoggie https://t.co/f0kdpbcGBi

The debt problem is becoming harder to separate from the inflation problem. At some point, the question may not be whether policymakers want to monetize the debt, but whether the structure of the system leaves them another path. More from @DiMartinoBooth, on U Got Options: From the Cboe Floor ... Link Below! 👇 Full with Danielle here https://t.co/fLhGFbPGYz

@Ksidiii Knowledge is Vol Dampening 😉

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@NoelKapela https://t.co/ITVTjJiamA

@datkidspags @2020Links @Stocktwits https://t.co/Xdp5RWNmwl

Hiring: Director of Investments for Kai Wealth's partner, Integrated Private Wealth — the UHNW multi-family office platform of Konvergent/Integrated Partners, a Top 30 RIA. Chicago, in-person at Kai's offices Working directly with me Top 30 RIA platform + Kai's investment engine Follow the link to apply. https://t.co/yiX7NKryfk

@AtlasArbitrage @TopTradersLive @DiMartinoBooth https://t.co/WTfvWVFDe9

@D3_Deflation @toscoblackberry https://t.co/1WWRPNxal2

@SwamiKnows_ https://t.co/IFuk4T4yAZ

The economy is far more bifurcated than headline data suggests. Asset prices may be strong, but underneath the surface, small businesses are under pressure, consumers are cutting back, and essentials inflation is still being felt. Discussed with Danielle DiMartino Booth, @DiMartinoBooth, on U Got Options: From the Cboe Floor. Full Episode here - https://t.co/j9n7HLRToR

In an illiquidity crisis, the Fed’s choices narrow very quickly. You can debate inflation and labor markets all day, but when private credit, nonbank leverage, and Treasury market stress collide, the incentive to print becomes much harder to avoid. Discussed with Danielle DiMartino Booth, @DiMartinoBooth, on U Got Options: From the Cboe Floor. Link Below 👇 Full Episode here - https://t.co/fLhGFbPGYz

@stevehou “Most important Fed isn’t doing YCC or need to backstop the Treasury mkt YET…” https://t.co/QPT5mQWZcF

Brrrrrrrrrrrrrrrrrr 🖨️ 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 💵 ♾️ INCOMING ……

@FinanceLancelot https://t.co/dihQF99pqb

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@chigrl https://t.co/Gmn5xnbR2e

Warsh may be walking into one of the hardest Fed setups in modern history. Inflation pressure. Labor market uncertainty. Private credit risk. Nonbank leverage. A Treasury market that may matter more than any formal mandate. I discussed it with Danielle DiMartino Booth, @DiMartinoBooth, on the new U Got Options: From the Cboe Floor. Full episode in the comment below 👇 https://t.co/fLhGFbPGYz

What happens when the Fed, Treasury, inflation, debt, private credit, and market structure all collide? I sat down with Danielle DiMartino Booth, @DiMartinoBooth, for a spirited debate on the policy endgame. New U Got Options: From the Cboe Floor is live. Follow the link in the post below 👇 New Episode--> https://t.co/fLhGFbPGYz

@HenrikZeberg A h/t next time would be appreciated 😉

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