Cem Karsan

China 🇨🇳 cut its oil🛢️imports in 1/2 overnight… How? It was prepared for this crises & has been pulling all the levers for 6 months now. 👇 It’s formidable toolkit 🧰 • Spent YEARS stockpiling huge amounts of crude 🛢️ that it tapped • Tapped big inventories of polymers dispersed in warehouses nationwide-that few outside China 🇨🇳 knew existed. • Turned down its refiners, cutting ✂️crude 🛢️demand • Kept most of the fuel ⛽️ it refined @ home 🏠 • Cut demand: more electric/gas trucks 🛻 , less driving, fewer flights ✈️, more rail 🚂 • Switched petrochemicals from oil-based inputs to coal 🪨 But it’s NOT magic 🎩🪄OR a permanent solutio…

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ICYMI .. My morning session on @tastyliveshow

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Now ask yourself… Why would Bessent/Trump all of a sudden be worried about capital gains on inflation??? I’m sure it’s just a random strange coincidence… 🤨 https://t.co/8xLVn4ZBfO

Pamp it. https://t.co/z3dnvAZzIx

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Ask yourself… Why would they be looking to IPO before the midterms? https://t.co/PktcBIoXhu

ICYMI: I joined @tastyliveshow to discuss the OPEX calendar, index vs. single-stock vol, the Friday VIX effect, and why crude and the yen are key inputs for the fall. 🍒🥐 Watch here: https://t.co/q6mVdSzSAU

🚨LIVE on Tasty Crumbs in 10 minutes at 3 PM CT / 4 PM ET on @tastyliveshow. Join me here👇 https://t.co/7hZeelW7wt 🍒🥐

LIVE: 🍒🥐 Tasty Crumbs today at 3 PM CT / 4 PM ET on @tastyliveshow. Join me for the conversation with Jermel👇 https://t.co/7hZeelW7wt You can also catch me every Wednesday at 9 AM CT and Friday at 9:30 AM CT.

“Having squandered enormous sums, & emptied all the treasury coffer, Caligula turned his attention to pillage, resorting to all sorts of false accusations, auctions, & imposts…. Once in the course of gambling he summoned the tax collectors & ordered them to seize the property of several Gauls passing buy, remarking, ‘While you gentlemen have been playing for a few denarii, I have won 150 million.’” -Suetonius, Life of Caligula 121 AD

@SerithTweet $13,333

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Catch my full conversation from this morning on @tastylive below 👇

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#🥐rumbs - Earlier today on @tastyliveshow https://t.co/4QuYZDJdM0

LIVE on @tastyliveshow in 10 min.

A ‘Routine Tool’ 🛠️… Just another ‘Routine Tool’ 🛠️, like those that will be rolled out early next year to backstop ‘the coming Treasury Market Crises.’ (See Hank Paulson) https://t.co/WO2dQ1rR0C

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This IS a War with China 🇨🇳 … https://t.co/YFOCFgS5b8

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