Cem Karsan

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What is coming is no different than China 🇨🇳 dumping in solar panels…or electric cars… or rare earth mining… or nuclear power. We will just be driving those strategic investments through the equity market channel. This is state run capitalism. The ‘$5000 checks coming after the midterms’ ($1.6 Trillion) will likely be in the form of strategic equity stakes in Trump accounts. The coming $3-7 Trillion SWFund will also be for this purpose. These Trump Puts have explicitly underpinned the otherwise illogical scale and speed of the CapEx wave we have seen since last year. It should have been clear who was actually in charge of the CapEx sin…

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Trump 🃏 to the Poors: You’ll buy stock & you’ll like it… 🖨️💵,➕📈 https://t.co/XK9AFG2Sn4

🖨️ 💵, ➕📈 Coming to a market near you….

🎯

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🎯 From a socionomic perspective, this does seem like an important signal🚦. Almost like a magazine cover… @RickSantelli’s famous rant in 2009 unleashed the movement of the “Populist Right’ w/ his Tea Party…. Most people don’t realize, but this was the true birth of what would ultimately become MAGA. Is his retirement a sign🪧of its death☠️? I wonder what @Peter_Atwater would have to say about this. ———— https://t.co/fSW3pUct76 https://t.co/ZJLQPQjt9m https://t.co/bB8PtqZ49V @ThematicMarkets you might find this interesting as well, given our conversation…

🐐 @RickSantelli

In case you missed it ... This morning's @tastyliveshow

End of an era

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Guy who, “hasn't thought about CEM @ all for a long while”, after listening to 1.5 hour long podcast by CEM, decides he needs to post aggressively stating: CEM is a: “Crazy person completely outside his lane with the most clickable of clickbait nonsense.” And that choosing to listen 👂 to CEM’s views: “Is a litmus test… (and) Which guy you listen to is a litmus test for who you are.” —————— Still living rent free 24/7…2 years later. 😂

A BAD FIRST CHAPTER DOESN’T DETERMINE THE SEASON It’s never too late to step back & re-adjust your stance & swing. What PCA has done this year is a testament to mental flexibility. When effort isn’t producing the result you want, don’t just increase effort. 1st ask whether your stance needs to change..

THE CATASTROPHIC CORRUPTION OF THE TRUMP TARIFFS “Imagine the government ➕ $100 to the price of something you buy in the name of creating more jobs in America. You pay the extra $100. Later, the SCOTUS rules that the government never had the authority to impose the charge. No jobs were created & everyone is $100 poorer. You would assume at the very least that you get your $100 back. You don’t. The company that collected the $100 gets to keep it & they can even take some of their ill-gotten profits & donate it (as a kickback) to the government (officials). Making matters more despicable, imagine that while the legality of that $100 char…

Do not miss this convo… this felt more important than most anything Neils & I have recorded this year… & that’s saying something. https://t.co/GklKRaHTUD

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Killer 🔥 Convo with @IlyaSpivak on @tastyliveshow today… In case you missed it 👇

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A special @tastylive Tuesday, today at 3pm CT ... See you then 🍒🥐 Yesterday, ICYMI

🥐RUMBS…

Hearing from the admin we’ll have a deal in 2 weeks… https://t.co/15e3NXJZOI

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