Cem Karsan

🎯 Good 👮 Bad 👮‍♂️

This is not Trump defending a fragile ego…. This is Trump trying desperately to protect common knowledge. From a weakening dictator’s perspective, the appearance of control is itself his most important form of control. Once weakness becomes common knowledge, the strategic situation usually changes very quickly… Think Biden & the debate… Timur Kuran’s work on “preference falsification” is probably the clearest research framework for this. Under repression, large numbers of people may privately dislike a government while publicly behaving as if they support it. Because everyone sees apparent obedience around them, the regime acquires an “aura…

ChatGPT’s comparative analysis of the Druckenmiller WSJ🗞️OpEd & Warsh’s Friday Jackson Hole 🕳️ Speech: ———————————————- The parallels are unusually tight, especially given Druckenmiller’s op-ed appeared only 4 days before Warsh’s Jackson Hole speech. There is no explicit attribution, but the shared framing seems unlikely to be coincidental. Let markets speak / preserve the price signal Druckenmiller: “Let the bond market speak.” Warsh: the Fed needs “clear market signals, as unfiltered as possible.” Both argue that policymakers should receive information from market prices rather than manage or distort those prices. Markets are informati…

Gold: ⬇️ ✅ Long Bonds: ⬇️ ✅ Stocks: ⬇️ ✅

Talking Jackson Hole on @tastyliveshow

In Chicago, the unofficial end of summer is the Air and Water show... Will Jackson Hole be the official end of the 'Summer of George'? 🤷🏾 @tastyliveshow in 10... 'It's go time' 🍒🥐 https://t.co/wzVYPwVOjC https://t.co/HBe2h39pQK

@topdowncharts No zoom out to the the 20 years prior…

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LIVE in 10 minutes - A lot to talk about. I'll be on @tastyliveshow in a few minutes to chat. 🍒🥐 Link below https://t.co/mmqc5m5HgH

I'll be live again today at 3:15 CT on @tastyliveshow

https://t.co/3ibYkMH25G

ICYMI - Here's the full Tasty Crumbs episode from @tastyliveshow studios 🍒🥐 ... More live crumbs this week tomorrow at 3pm Central and again Friday at 9:30am Central. https://t.co/1BjGYyHTPi

Driving an inflationary loop 🔁 is literally the plan… U don’t actually think Bessent doesn’t know how this all works, do you? Sometimes it shocks me how naive sell-side research is… https://t.co/iieAvufiEz

👇 $NVDA Earnings response… https://t.co/6d532n4ltT https://t.co/GUBQ5MYmjZ

Priorities… https://t.co/Q8AfkGdR8F

Xi’s 🇨🇳 response to Bessent’s 🇺🇸 threat… https://t.co/6XWG27xDmj

LIVE in about 10 minutes (3pm CT) - New Tasty Crumbs on @tastyliveshow https://t.co/TyazbOVzda

🍒🥐It's Monday, and you know what that means... Another Tasty Crumbs, LIVE at 3 PM Central ( 4 PM ET) on @tastyliveshow ... Live link below 👇 https://t.co/RmvbxFyV1i

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Warsh: “Market prices will continue to respond in the direction and magnitude they see fit. This is, in my view, a change for the better, & we’re just getting started.” Bessent: “We believe that the yields don’t reflect the underlying fundamentals.” https://t.co/sSXxsJtehI Trump:

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🖨️ 💵… ➕📈

SDE

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