Get live statistics and analysis of Cem Karsan 🥐's profile on X / Twitter

I get the Q all the 🕰️,“Why do you waste all the 🕰️ teaching?” There’s ALWAYS only 1 answer. LIFE IS SHORT… This Thurs, I lost my beautiful wife of 13 yrs, Dr. ROHINEE BERI. She was my🪨. Was perfect in every way. Do what U ❤️! Make an impact. Help others. B kind to one another.

If you didn’t already understand the current White House’s approach from their budget, Bessent is telling you 🔊 loud & clear, if you care to listen👂. This is what he is saying in plain English: - They want to slow demand in the real economy & hence slow inflation, by distributing less 💰 to people, via slowing wage growth and less social services to American’s in the median income on down? How? A/ Cut Government Employment B/ Cut Medicare C/ Cut Snap Food assistance and School Lunches D/ Cut Low income Housing Assistance Then, as these cuts take hold in the next 3-6 months… - Meanwhile, they plan to in Equal amounts Increase supply side stimulus to get ‘private Industry moving,’ this will send money to the top 0.1% of the top wage earners. Not increasing inflation, while stimulating economic growth. How? A/ Massive Corporate Tax Cuts B/ Gut the IRS and corporate financial oversight to reduce taxes further. C/ Deregulate to allow corporations to operate untethered to increase profitability. D/ Drill baby Drill The demand side policies take effect quicker than the supply side, So… as cyclical deflation takes hold in 6 months or so… they plan to respond quickly with: Loose Monetary Policy switching back from QT-> QE

Oh, the bubble 🫧 in equities is frightful But the eventual burst 💥 will be delightful! But since investors don’t know where else to go, LET IT BLOW! LET IT BLOW! LET IT BLOW!

CONNECT THE DOTS 🔴: 🔴 Beijing has stepped up its saber-rattling toward Taiwan today (see below) 🔴 ‘Taiwanese Reunification is inevitable’ -Xi 🔴 2027 is the year China hits its military modernization goals tied to the 100th anniversary of the PLA. 🔴 Next week marks the 20th anniversary of China's Anti-Secession Law, which explicitly authorizes the use of military force if peaceful "reunification" becomes impossible. 🔴 China's embassy in the U.S. warned this week that "if war is what the U.S. wants, be it a tariff war, a trade war or any other type of war, we're ready to fight till the end." 🔴 "Taiwan should pay us for defense," Trump said last summer. "You know, we're no different than an insurance company. Taiwan doesn't give us anything." 🔴 Trump's approach toward Ukraine has put to rest the notion that he would help defend Taiwan solely for the sake of protecting a democracy from authoritarian aggression. 🔴 Trump has clearly questioned America's commitment to NATO and sided with Russia 🔴 Global dependence on TSMC has long been considered a powerful deterrent against Chinese aggression, but due to the threat of tariffs, TSMC announced a $100 billion investment in U.S chip production this week — to please Trump, but this likely makes the island more vulnerable

👂 from a lil’ 🐦 that the rough outline of plans for a manufactured crises that would ‘necessitate’ Martial Law are already being drawn in the Oval Office... In 3 years or so, if this comes to pass, know that this was not a coincidence. 😬

As many of U probably heard on a few pods before I left…. I took a month away to take stock. -To spend invaluable 🕰️ w/ my ailing parents… -To reconnect w/ my sister & get to know my new brother-in-law… -To ❤️ & nurture my 2 sweet children after 6 long weeks away @ camp & after a long year… -To reconnect w/ old friends… & to build bonds w/ new ones 😊. But most importantly to reconnect w/ myself. To rest & remind myself where I’ve been & where I hope to go with the years that I have left… In short, I took a moment to remind myself why I do all I do. I hope you all do the same, when u r able. New York🗽~>Paris 🥐 ~>Bodrum🏖️ ~> Çesme 🌊 ~>Istanbul🇹🇷~>Marmaris⛵️~>Symi 🇬🇷~> CHICAGO 💨🌆

From our mixed culture family to all of you who celebrate,🕯 HAPPY DIWALI! 🕯The lights of Diwali symbolize the spiritual "victory of light over darkness, good over evil, & knowledge over ignorance."Regardless of our faith, that’s something we can all use a bit more of in 2020!🕯

Historically, several late-stage empires have experienced decade-plus periods of secular inflation. The Common Themes Across These Cases are: 1.Monetary distortion – often via currency debasement or excessive issuance without productivity growth. 2.Military overreach – empires straining to maintain or expand borders and influence. 3.Administrative decay – inability to collect taxes efficiently or manage spending. 4.Declining trust in institutions – both monetary and political. These secular inflations typically signal imperial overstretch, the breakdown of old economic systems, and a transition period before reform, or collapse.

Options are the true underlying…. Asset values are the simply the derived expected value of the probability distribution. Asset price is a derivative.

I get the Q all the 🕰️,“Why do you waste all the 🕰️ teaching?” There’s ALWAYS only 1 answer. LIFE IS SHORT… This Thurs, I lost my beautiful wife of 13 yrs, Dr. ROHINEE BERI. She was my🪨. Was perfect in every way. Do what U ❤️! Make an impact. Help others. B kind to one another.

If you didn’t already understand the current White House’s approach from their budget, Bessent is telling you 🔊 loud & clear, if you care to listen👂. This is what he is saying in plain English: - They want to slow demand in the real economy & hence slow inflation, by distributing less 💰 to people, via slowing wage growth and less social services to American’s in the median income on down? How? A/ Cut Government Employment B/ Cut Medicare C/ Cut Snap Food assistance and School Lunches D/ Cut Low income Housing Assistance Then, as these cuts take hold in the next 3-6 months… - Meanwhile, they plan to in Equal amounts Increase supply side stimulus to get ‘private Industry moving,’ this will send money to the top 0.1% of the top wage earners. Not increasing inflation, while stimulating economic growth. How? A/ Massive Corporate Tax Cuts B/ Gut the IRS and corporate financial oversight to reduce taxes further. C/ Deregulate to allow corporations to operate untethered to increase profitability. D/ Drill baby Drill The demand side policies take effect quicker than the supply side, So… as cyclical deflation takes hold in 6 months or so… they plan to respond quickly with: Loose Monetary Policy switching back from QT-> QE

👂 from a lil’ 🐦 that the rough outline of plans for a manufactured crises that would ‘necessitate’ Martial Law are already being drawn in the Oval Office... In 3 years or so, if this comes to pass, know that this was not a coincidence. 😬

As many of U probably heard on a few pods before I left…. I took a month away to take stock. -To spend invaluable 🕰️ w/ my ailing parents… -To reconnect w/ my sister & get to know my new brother-in-law… -To ❤️ & nurture my 2 sweet children after 6 long weeks away @ camp & after a long year… -To reconnect w/ old friends… & to build bonds w/ new ones 😊. But most importantly to reconnect w/ myself. To rest & remind myself where I’ve been & where I hope to go with the years that I have left… In short, I took a moment to remind myself why I do all I do. I hope you all do the same, when u r able. New York🗽~>Paris 🥐 ~>Bodrum🏖️ ~> Çesme 🌊 ~>Istanbul🇹🇷~>Marmaris⛵️~>Symi 🇬🇷~> CHICAGO 💨🌆

CONNECT THE DOTS 🔴: 🔴 Beijing has stepped up its saber-rattling toward Taiwan today (see below) 🔴 ‘Taiwanese Reunification is inevitable’ -Xi 🔴 2027 is the year China hits its military modernization goals tied to the 100th anniversary of the PLA. 🔴 Next week marks the 20th anniversary of China's Anti-Secession Law, which explicitly authorizes the use of military force if peaceful "reunification" becomes impossible. 🔴 China's embassy in the U.S. warned this week that "if war is what the U.S. wants, be it a tariff war, a trade war or any other type of war, we're ready to fight till the end." 🔴 "Taiwan should pay us for defense," Trump said last summer. "You know, we're no different than an insurance company. Taiwan doesn't give us anything." 🔴 Trump's approach toward Ukraine has put to rest the notion that he would help defend Taiwan solely for the sake of protecting a democracy from authoritarian aggression. 🔴 Trump has clearly questioned America's commitment to NATO and sided with Russia 🔴 Global dependence on TSMC has long been considered a powerful deterrent against Chinese aggression, but due to the threat of tariffs, TSMC announced a $100 billion investment in U.S chip production this week — to please Trump, but this likely makes the island more vulnerable

Back from Vacation fam… What did I miss!?! 🤷‍♂️

Historically, several late-stage empires have experienced decade-plus periods of secular inflation. The Common Themes Across These Cases are: 1.Monetary distortion – often via currency debasement or excessive issuance without productivity growth. 2.Military overreach – empires straining to maintain or expand borders and influence. 3.Administrative decay – inability to collect taxes efficiently or manage spending. 4.Declining trust in institutions – both monetary and political. These secular inflations typically signal imperial overstretch, the breakdown of old economic systems, and a transition period before reform, or collapse.

1) Who do you think The US’s 🇺🇸 war in Iran 🇮🇷 is actually against??? 2) Given that… What do you see as the US’s 🇺🇸 #1 & #2 greatest sources of leverage in this Grand War ⚔️??? 3) Are those 2 sources of leverage somehow connected 🪢 to 1 another??? 4) Given that, why might the Strait of Hormuz 🚢 be the most critical front of this Grand War⚔️??? 5) Finally… Why might that mean that this conflict likely won’t (actually) be "very complete, pretty much," for many years??? 🤷‍♂️ #🥐RUMBS. . . . . . . . . . .

If China 🇨🇳 were to invade Taiwan 🇹🇼, what would be the most likely max drawdown in $NVIDIA stock price❓

Oh, the bubble 🫧 in equities is frightful But the eventual burst 💥 will be delightful! But since investors don’t know where else to go, LET IT BLOW! LET IT BLOW! LET IT BLOW!

What is the % probability that China 🇨🇳 moves on Taiwan 🇹🇼 sometime in the next 4 years❓

STAG 👉June 6th 🗓️ FLATION 👉 June 11 🗓️