Cem Karsan

@deeschay https://t.co/q0Epv3aycz

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Weekday = fake meetings Weekend = reality cycles 🔄 🔄 🔄 🔄 🔄 🔄 🔄 🔄 https://t.co/XWCO4e4rrx https://t.co/3g3HM4hwUM

On U Got Options, @LynAldenContact and I discuss the death of fiscal cost controls and the rise of a new political reality. What used to be a Democrat platform is now a bipartisan necessity because of the pressures from trade imbalances and debt. The "velocity of money" is changing as the fiscal focus shifts to the people. Watch the full episode below: 👇 https://t.co/YAiBv2MhNj

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In the latest U Got Options episode, @LynAldenContact and I dig into the "momentum effect" of the dollar’s reserve status. While the "Empire" gains global surveillance and sanction power, the "Republic" pays a structural price, shipping off its industrial base year after year. As Lyn explains, we are reaching the "stretching point" where the world begins to question if these trade deficits are good for all of us, or just a few. Catch the full episode in the link below 👇 https://t.co/YAiBv2MPCR

In this episode of "U Got Options," I sat down with one of the sharpest systems thinkers in macro: Lyn Alden (@LynAldenContact), founder of Lyn Alden Investment Strategy. We explore why the 40-year investment rules are breaking down as we enter a new economic regime: 🔹The Fiscal Feedback Loop: Why higher rates now act as a catalyst for federal deficits and nominal growth. 🔹The "Big Asterisk": The eroding "exorbitant privilege" of the USD and the hidden costs of hollowing out our industrial base. 🔹AI & Bitcoin: Why technology and decentralized ledgers are the ultimate accelerants in the current debt cycle. Check the link in the reply b…

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@GEIISTT @ces921 @NTLiveMedia https://t.co/r67EMpnaIG

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🔥 If ever there was a time to bring back the meme…🔥 https://t.co/7PM0g2hdra

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Oil export controls incoming in…. https://t.co/EqH5pu0ht4

@adamscochran @Jesse_Livermore 👇

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Flows > Macro https://t.co/TMYnONdhIY

P-R-O-X-Y https://t.co/EMvY73rwgT

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Do you all really believe, just like that, that he’s just done? 👌🏽 https://t.co/uBSWloWf7y

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4/29/2022

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@real_will_sub70 @liteballe12 @SECGov https://t.co/GhLAtJQMz5

Looks like Trump’s prepped his escape hatch… You may think this is just Trump saying “Trump things”… But it wouldn’t surprise me in the slightest, if things go bad enough for him in the 🇺🇸 , that he follows through on becoming Maduro 2.0… https://t.co/u1j9rz13Mg