Cem Karsan

🎯

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The SOH (AKA the TACO 🌮 store) is officially closed… https://t.co/EzE0tl6IXu

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LIVE NOW! https://t.co/DyNAWW1JWj

#🥐RUMBS 👇

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People need to start seeing Warsh for who he is… He’s simply the Bad Cop in a GOOD COP 👮 /BAD COP 👮‍♀️ negotiation w/ the public & markets. https://t.co/vroRiM4stO He is ever so clearly not 🚫independent & clearly has the same intentions & plans of the administration itself. https://t.co/Ng32TFKfu7

How do you help avoid accountability… Simple… You avoid having to address it. Now ask yourself, why might Warsh be making preparations to avoid accountability??? https://t.co/rBrQnFhZTa

Warsh’s latest comments "seem to confirm suspicions that the task forces are just covers to redefine the inflation challenge away." -JP Morgan https://t.co/KjC4aYToMZ

Print $ 💵 Buy Stonks 📈 https://t.co/Gp7G5Ei8Yi

@BambroughKevin https://t.co/17k4Ltt9qx

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“The Fed has not been taking the inflation "problem" seriously..” B/C THEY DO NOT SEE IT AS A ‘PROBLEM’. Inflation has become a feature, not 🚫a bug 🐜 of the current system. It is how the USA 🇺🇸 will monetize its debt. Hank Paulson’s trial balloon 🎈has already clearly laid out treasury’s plan to backstop the treasury market. This will be QE ♾️ into inflation & they know it. Any serious economist knows this only leads to 1 outcome… An inflationary loop 🔁… Warsh/Bessent ➡️ Arthur Burns 2.0

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Shades of ‘08…

👇 $INTC 2.0 incoming 👇 🔮

Joined the @tastyliveshow team this morning to chat. The Summer of George has arrived.

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IOW, the bottleneck 🍾 is increasingly refining capacity, not🚫simply crude🛢️. The key 🔑 variable for inflation is no longer just… Tanker 🛥️ traffic through Hormuz; or the Brent🛢️price. It is increasingly… Russian 🇷🇺 refinery outage time & further Ukrainian 🇺🇦 strikes; global refinery utilization; & refining margins on diesel ⛽️& jet🛩️ -fuel “cracks.” Crude oil🛢️ may look calm while the market still faces an energy shock. Gasoline ⛽️ & diesel prices may remain high even without another dramatic Brent 🛢️ spike. This is potentially > inflationary than a simple crude 🛢️price shock because trucking 🛻 , aviation ✈️ , agriculture �…

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