Cem Karsan

CONNECT THE DOTS 🔴: 🔴 Beijing has stepped up its saber-rattling toward Taiwan today (see below) 🔴 ‘Taiwanese Reunification is inevitable’ -Xi 🔴 2027 is the year China hits its military modernization goals tied to the 100th anniversary of the PLA. 🔴 Next week marks the 20th anniversary of China's Anti-Secession Law, which explicitly authorizes the use of military force if peaceful "reunification" becomes impossible. 🔴 China's embassy in the U.S. warned this week that "if war is what the U.S. wants, be it a tariff war, a trade war or any other type of war, we're ready to fight till the end." 🔴 "Taiwan should pay us for defense," Trump s…

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🚨 Speaking at Rice University! 🚨 I'll be at McNair Hall, Room 216 on Monday, March 10 at 7 PM Central for a talk on my career, markets, and more. There are ~20 seats left—first come, first served! Open to all. Feel free to share! https://t.co/CLg5aBw0JZ https://t.co/a7rjyd3ZCm

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@13foxforever https://t.co/vMKQ6gygT9

@_happyk21 @SigmaSquared_ https://t.co/oSOXGz1IAu

@13foxforever If you read again closely, you will notice there is no complaining. Just simple facts. If you hear complaining that is likely coming from somewhere deep down in your sub conscience.

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If you didn’t already understand the current White House’s approach from their budget, Bessent is telling you 🔊 loud & clear, if you care to listen👂. This is what he is saying in plain English: - They want to slow demand in the real economy & hence slow inflation, by distributing less 💰 to people, via slowing wage growth and less social services to American’s in the median income on down? How? A/ Cut Government Employment B/ Cut Medicare C/ Cut Snap Food assistance and School Lunches D/ Cut Low income Housing Assistance Then, as these cuts take hold in the next 3-6 months… - Meanwhile, they plan to in Equal amounts Increase supply si…

The juice (@OJRenick ) and the croissant at it again at 2pm Central on @SchwabNetwork https://t.co/O6xPPmoXAI

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US corporate bankruptcies hit 14-year high as interest rates bite - The CFO https://t.co/s1Jck4bWNQ

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DOGE = Debt Of Government Eradication

"There could be a problem, we've been reading about that, with Treasuries,… That could be an interesting problem because it could be that a lot of those things don't count…"Therefore maybe we have less debt than we thought.” Translation: “I visited Japan 🇯🇵 2 days ago & during my visit my advisors told me about how Japan bought all of its own debt & that debt doesn’t actually matter… I didn’t realize this was an option until just now… We will soon begin monetizing our debt, like Japan, & will have less debt than we thought.”

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Big things launching soon ... 👀 https://t.co/EFAWGHcGN1 https://t.co/DcTXnuQSam

@sax_yak @DariusDale42 Effective pre tax Yield in the current environment is closer to 10% and NOT risk free. Has a low probability of max drawdown of approximately -8.5%… (not Investment advise.)

@macroiq_com @fejau_inc https://t.co/mcyTN6d4VF

IYKYK… This is ALWAYS the best deep dive vol 🥐onversation of the year. @ConvexityDredge

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