Cem Karsan

https://t.co/6FMJ3COrvz

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😉 https://t.co/A5tvv4v882

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??? 🤷‍♂️

https://t.co/cNpyHIMziC

🎈

👇 🥐rumbs

https://t.co/zI7qnFJjiJ

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

https://t.co/U4epWQL87q

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

Longtime value investors are throwing in the towel. Everyone is now a momentum investors… https://t.co/pwOrJqUzWx

https://t.co/J8SHWpjKbW Roadmap 🗺️

Pop-ulism 🎈 https://t.co/sktvE3VpcT

How much market structure risk is embedded in Nvidia-linked structured products? On Wednesday, July 8 at 12pm ET, I’ll be joining Amélie Labbé and Craig Paton from SRP to discuss Nvidia concentration, downside barriers, volatility, dealer hedging, and the feedback loops that can form when barriers come into play. Register here: https://t.co/ZamwPBR4Js

“it is factual that the value proposition of closed-source AI labs looks increasingly unsustainable. I mean: you're paying 10X the price of Chinese 🇨🇳 open-source AI models for something that's not really better (or just marginally) & on top of that you have zero control over your data, or the models themselves.” “Sometimes it takes a vulture to tell you something is dying ☠️…” 🔥 🔥 🔥 🔥 🔥 🔥 🔥 🔥 🔥 🔥 🔥 🔥

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The good old days are happening, right now.

Nvidia is now one of the largest single-stock underlyings in structured products, with nearly $105bn in notional linked to the stock, according to SRP data. Next Wednesday, July 8 at 12pm ET, I’ll join SRP for a live discussion on what this concentration could mean for market structure, volatility, dealer hedging, and downside feedback loops. Register here: https://t.co/ZamwPBQwTU

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What if… I am the wall of worry. https://t.co/iUgSkn2BUf

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Pop-ulism 🎈

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@kikiruncha Sovereign Wealth fund will eventually own 10%+percent of all strategic equities ‘on behalf of the bottom 50% of people.

https://t.co/8Oy1pxDZE1

They are clearly telling 🗣️ you what’s coming… But few are listening. 👂 Amidst all the noise, Bessent’s speech last night is BY FAR the most important thing to listen to. 🖨️ 💵 => buy strategic equites on behalf of the people =>Short circuit Populism by making everyone own stocks ✅ => Compete with China 🇨🇳 ✅ => Support the 2 big 2 fail market ✅ => Inflate away the national debt ✅