Cem Karsan

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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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Senator Lindsay Graham was unquestionably in the top tier of pro-Israel 🇮🇱senators. The strongest evidence for that characterization is his unusually close personal & political relationship with Benjamin Netanyahu. In May 2024, Netanyahu publicly said Israel had “no better friend” than Graham. Graham repeatedly visited Israel, led Senate delegations, defended continued weapons deliveries and promoted measures supporting Israel 🇮🇱 diplomatically. Graham was also one of the Senate’s most aggressive Russia 🇷🇺 hawks. He repeatedly visited Kyiv, praised Ukraine’s 🇺🇦incursion into Russia’s 🇷🇺 Kursk region as “bold,” pushed expansive sa…

5) Finally… Why might that mean that this conflict likely won’t (actually) be "very complete, pretty much," for many years??? 🤷‍♂️

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👇 🥐rumbs

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TACO’s 🌮 no longer seem to have the same impact that they used to… https://t.co/GeAOCsfUlq

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Starting in one hour. Register here: https://t.co/ZamwPBR4Js I’ll be joining SRP at 12pm ET for a live discussion on Structured Products and The Nvidia Effect. We’ll cover Nvidia-linked issuance, downside barriers, volatility, dealer hedging, and what concentrated single-stock exposure can mean for broader market behavior.

In 2021, Li Lu said China 🇨🇳 had “stumbled onto that magic formula of FREE MARKET ECONOMY W/ CHINESE 🇨🇳 CHARACTERISTICS.” In 2026 the U.S. 🇺🇸 is now embarking on introducing “COMMUNISM W/ AMERICAN 🇺🇸 CHARACTERISTICS”. W/in 2.5 yrs the U.S 🇺🇸 Govt will own 5% of the SP500. https://t.co/M0FtXCpU2s