Cem Karsan

@Franckycfc “Finish the war” https://t.co/zIVIsSzBmQ

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Before Pearl Harbor, the U.S. dramatically expanded naval investment in July 1940. Neil Howe (@HoweGeneration) explains why planning ahead matters more than reacting to headlines. Watch the full "U Got Options" episode here: https://t.co/HWNzfhx7aS https://t.co/pUiQNmthyb

@real_will_sub70 https://t.co/7r4WBqkAac

“There’s going to be a generational buy opportunity in oil….” 🔮 -Cem Karsan, May 10, 2025 ———————— “Stagflation, Storytelling, & the Search for a New Hero” https://t.co/znpXr3IHGz @TopTradersLive —————- In this episode Cem Karsan argues that structural forces—underinvestment in energy, geopolitics, and the broader macro regime shift toward commodities—could soon lead to “a generational buy opportunity in oil.” Across multiple interviews Cem Karsan repeatedly says the bottom will be identifiable through macro positioning and liquidity signals. These are the 5 main indicators he is watching 👀 for that would suggest the “generational oil�…

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I'll be live on @CNBC with Rick Santelli from the @Cboe floor today in 10 minutes, 2:20ET. A lot to talk about! 🥐

I'll be live on @CNBC with Rick Santelli from the @Cboe floor today in about an hour, 2:20ET. Stay tuned!

40 years of falling rates shaped an entire generation’s “default settings.” Neil Howe (@HoweGeneration) explains why the next decade may not look like the last four. From my conversation with Neil on "U Got Options from the @Cboe floor" Full episode: link in reply below 👇 https://t.co/LvBViVS5OZ Full episode of "U Got Options" here https://t.co/HWNzfhx7aS

NEWS 🗞️ FLASH: The DEPARTMENT OF WAR is definitively “NOT AT WAR (& definitively) HAS NO INTENTION AT BEING AT WAR” 😂 🤡 https://t.co/AEextKvMbh

Price controls… https://t.co/Gs4hO5ss2W

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"Some generations are civic builders... others are a generation of vision and values." Neil Howe (@HoweGeneration ) explains how these recurring generational clashes drive the massive historical "Turnings" we are living through right now. Watch the full "U Got Options" episode with Neil Howe here: https://t.co/wTl4SC9zgF

"Imagine a real stagnation for 47 years." Neil Howe (@HoweGeneration) and I discuss the brutal historical record of valuations... From 20-year "zero return" periods to decades-long waits just to break even. The full episode is a must-watch for anyone serious about navigating regime change. Watch "U Got Options" with Neil Howe here👇 https://t.co/wTl4SCa76d

Is the 40-year macro playbook finally reaching its expiration date? 🌪️ In this episode of "U Got Options," I sat down with the man who literally wrote the book on our current era: Neil Howe (@HoweGeneration), author of The Fourth Turning. We dive into why today’s signals suggest a shift toward a new, non-linear regime: 🔹 The 60/40 Trap: Why recency bias is a major risk to modern portfolios. 🔹 Inflation as a "Solution": How debt and demographics shift power from Capital to Labor. 🔹 Managing "Heavy Weather": The strategic role of convexity and options in a structural regime change. Check the link in the reply below for the full deep d…

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Paging @profplum99 … Where have all the passive flows gone? https://t.co/GuthFxvF0T

☝️ of the many collectibles we keep in our offices as a reminder… It’s always different, but it always rhymes… https://t.co/DI8apD8yzV

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MORTGAGE RATES FALL NEAR 3½-YEAR LOW Mortgage rates dropped to 6.01% for a 30-year fixed loan—the lowest since September 2022—down from 6.09% last week, according to Freddie Mac. The decline could ease affordability pressures and revive activity in the stagnant housing market. https://t.co/5ukYxudbXr

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@deeschay When you are heading into a dead end…You have to go backwards to go forward again. https://t.co/EDoqkM9Puq

@markoinny https://t.co/QskBSw5vHE

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