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Cem Karsan Cem Karsan 🥐 thinks the drop coming is not something the administration fears. It is something they want. The playbook is the same every time. Let the market slide, let fear build, then step in with a headline and squeeze it right back up. He says they... show more

tastylive

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11,760 次观看 • 1 个月前 •via X (Twitter)

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14 条评论

tastylive 的头像

tastylive1 个月前

Counterintuitive but tracks.

Trading Volatility 的头像

Trading Volatility1 个月前

@jam_croissant Nothing in the solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr options market really points to a material imminent decline.

Put Kih 的头像

Put Kih1 个月前

@jam_croissant This dumbass has been calling for bear markets since at least 2018. I mean he'll be right eventually just like a broken clock is eventually right but had you listen to him you would've lost out on a ton of gains

Buck Rodgers 的头像

Buck Rodgers1 个月前

@jam_croissant Cem’s rationale is very astute, Im a fan, even disagreeing with him in some points

SpeckYouLater 的头像

SpeckYouLater1 个月前

@jam_croissant

Henri 的头像

Henri1 个月前

@jam_croissant vix1d, vix9d, vix < 15. Looks like chop.

SunEnerzy 的头像

SunEnerzy1 个月前

@jam_croissant He is a pathetic dumb ass calling for bear market. What a shit show this has become after Tom left. Get us bear market trades not spread fear!!

Henry Ray 的头像

Henry Ray1 个月前

@jam_croissant Nope

FaceFkedCapital 的头像

FaceFkedCapital1 个月前

@jam_croissant cem is top tier dogshit

ADC 的头像

ADC1 个月前

@jam_croissant Cem is great, but I think that pushes it too far - they don’t “want to engineer” a pullback before the midterms, the risk of losing control of it would be too great surely…?

Mastronardi 的头像

Mastronardi1 个月前

@jam_croissant @grok summarize the lifetime returns of Kai volatility advisors in one paragraph

john stein 的头像

john stein1 个月前

@jam_croissant bingo

Lpepper 的头像

Lpepper1 个月前

@jam_croissant They ripping it up today

Sesamstraat 的头像

Sesamstraat1 个月前

@jam_croissant Nice call @jam_croissant . Wrong again for the 654th time

相关视频

60% of the stock market is already in a bear market, and the $SPY is sitting at an all time high on the very same day. Cem Karsan Cem Karsan 🥐 says the whole thing is being propped up by a handful of AI names, and even their cashflow is starting to crack. Almost half the S&P now moves against the index. That is not strength, that is a squeeze. His read on what breaks it: Liberation Day 2.0, engineered and bigger than the original.

60% of the stock market is already in a bear market, and the $SPY is sitting at an all time high on the very same day. Cem Karsan Cem Karsan 🥐 says the whole thing is being propped up by a handful of AI names, and even their cashflow is starting to crack. Almost half the S&P now moves against the index. That is not strength, that is a squeeze. His read on what breaks it: Liberation Day 2.0, engineered and bigger than the original.

tastylive

17,267 次观看 • 9 天前

They warned you. Nobody listened. Hank Paulson said months ago a treasury crisis was coming and they would need a facility to backstop the market. Cem Karsan Cem Karsan 🥐 has been screaming about it since. Now the yen intervention hits, long end buybacks double, and he says a hard cap is next. QE infinity.

They warned you. Nobody listened. Hank Paulson said months ago a treasury crisis was coming and they would need a facility to backstop the market. Cem Karsan Cem Karsan 🥐 has been screaming about it since. Now the yen intervention hits, long end buybacks double, and he says a hard cap is next. QE infinity.

tastylive

19,434 次观看 • 1 个月前

WAKE UP. Cem Karsan says this is where the U.S. is heading. A massive sovereign wealth fund. Strategic investment flowing into AI, infrastructure and power. And potentially trillions moving through the equity market. Cem Karsan 🥐 breaks down what could be coming next.

WAKE UP. Cem Karsan says this is where the U.S. is heading. A massive sovereign wealth fund. Strategic investment flowing into AI, infrastructure and power. And potentially trillions moving through the equity market. Cem Karsan 🥐 breaks down what could be coming next.

tastylive

59,045 次观看 • 13 天前

Hormuz closing is already showing up in bonds, pushing the long end higher. Cem Karsan Cem Karsan 🥐 says that is why Bessent stepped in to support the yen, which is effectively QE to stop Japan from dumping its bonds. The stress is creeping in quietly. He thinks the administration does whatever it takes to hold things together through the midterms. The snowball comes after.

Hormuz closing is already showing up in bonds, pushing the long end higher. Cem Karsan Cem Karsan 🥐 says that is why Bessent stepped in to support the yen, which is effectively QE to stop Japan from dumping its bonds. The stress is creeping in quietly. He thinks the administration does whatever it takes to hold things together through the midterms. The snowball comes after.

tastylive

13,066 次观看 • 1 个月前

25 to 40% decline. Cem Karsan Cem Karsan 🥐 is putting timing and price on the record. The only thing holding it together right now is Bessent keeping the plates spinning for six more weeks. After the midterms, the incentive disappears.

25 to 40% decline. Cem Karsan Cem Karsan 🥐 is putting timing and price on the record. The only thing holding it together right now is Bessent keeping the plates spinning for six more weeks. After the midterms, the incentive disappears.

tastylive

277,119 次观看 • 15 天前

🥐 fresh TASTY crumbs We have a 🪟 for a meaningful pullback here 8-10% 🩸 ... if it comes, you want be long by ~late September This Administration is going to squeeze it right back up into the midterms "Take it down, to take it up" Cem Karsan 🥐 on tastylive

🥐 fresh TASTY crumbs We have a 🪟 for a meaningful pullback here 8-10% 🩸 ... if it comes, you want be long by ~late September This Administration is going to squeeze it right back up into the midterms "Take it down, to take it up" Cem Karsan 🥐 on tastylive

Ozzy

53,732 次观看 • 1 个月前

"We've never seen a 50% rally in the semiconductors in 15 sessions. 50%!" "We've only seen something like that before, and it was literally in March of 2000. Right before the top." Fresh 🥐 crumbs from Cem Karsan 🥐

"We've never seen a 50% rally in the semiconductors in 15 sessions. 50%!" "We've only seen something like that before, and it was literally in March of 2000. Right before the top." Fresh 🥐 crumbs from Cem Karsan 🥐

Financelot

229,768 次观看 • 5 个月前

The S&P looks calm. The stocks inside it are anything but. Cem Karsan Cem Karsan 🥐 says that gap is the whole story right now. When index volatility gets compressed this hard, correlation between the individual names starts breaking down, and the index quietly masks how much those names are actually moving. That calm surface is not real. It is compression hiding what is underneath.

The S&P looks calm. The stocks inside it are anything but. Cem Karsan Cem Karsan 🥐 says that gap is the whole story right now. When index volatility gets compressed this hard, correlation between the individual names starts breaking down, and the index quietly masks how much those names are actually moving. That calm surface is not real. It is compression hiding what is underneath.

tastylive

44,430 次观看 • 1 个月前

Everyone left Jackson Hole convinced Warsh is about to hike. Cem Karsan Cem Karsan 🥐 is calling the opposite right here. His read is that the hawkish talk was never about policy, it was a defense of the dollar. Bessent said the quiet part out loud yesterday: you do not raise rates into a supply shock.

Everyone left Jackson Hole convinced Warsh is about to hike. Cem Karsan Cem Karsan 🥐 is calling the opposite right here. His read is that the hawkish talk was never about policy, it was a defense of the dollar. Bessent said the quiet part out loud yesterday: you do not raise rates into a supply shock.

tastylive

158,938 次观看 • 1 个月前

Yields above 6%? A possible 30-40% decline in stocks? Cem Karsan 🥐 lays out how the Fed’s actions could send the market on two different paths with Oliver Renick: 🥐 “This is not a sideways market, this is a volatile market coming. Prepare for it accordingly.”

Yields above 6%? A possible 30-40% decline in stocks? Cem Karsan 🥐 lays out how the Fed’s actions could send the market on two different paths with Oliver Renick: 🥐 “This is not a sideways market, this is a volatile market coming. Prepare for it accordingly.”

Schwab Network

142,007 次观看 • 1 年前

Cem Karsan Cem Karsan 🥐 makes a point worth sitting with. The equity market, public and private together, is roughly $300 trillion. The $10 trillion of QE during Covid does not come close to a single 20% move, which by itself added around $50 trillion in collateral. So when Bessent doubles buybacks, that is not force. That is signaling. It is a hedge fund manager telling the market do not try me.

Cem Karsan Cem Karsan 🥐 makes a point worth sitting with. The equity market, public and private together, is roughly $300 trillion. The $10 trillion of QE during Covid does not come close to a single 20% move, which by itself added around $50 trillion in collateral. So when Bessent doubles buybacks, that is not force. That is signaling. It is a hedge fund manager telling the market do not try me.

tastylive

20,369 次观看 • 29 天前

“...when they have the lever to pull at any given time.” A 25% to 45% market drop? Jermal Chandler pushes back. Cem Karsan 🥐 fires back: Liberation Day’s 27% plunge, followed almost immediately by a tariff resolution. Who’s really pulling the levers? #Markets #Tariffs

“...when they have the lever to pull at any given time.” A 25% to 45% market drop? Jermal Chandler pushes back. Cem Karsan 🥐 fires back: Liberation Day’s 27% plunge, followed almost immediately by a tariff resolution. Who’s really pulling the levers? #Markets #Tariffs

tastylive

12,015 次观看 • 3 天前

Midterms are coming up, and all traders know that they will have some bearing on the stock market; the only question is to what degree. Cem Karsan Cem Karsan 🥐 has decades of experience in the markets and lots of expertise on trading through headline events like midterms, and he has shared numerous opinions about the upcoming midterm cycle in his regular appearances on tastylive. We decided to ask him for the biggest risks that traders should be aware of ahead of this upcoming midterm cycle, and his answer was insightful as always. #StockMarket #Investing #Finance #Election #Midterms

Midterms are coming up, and all traders know that they will have some bearing on the stock market; the only question is to what degree. Cem Karsan Cem Karsan 🥐 has decades of experience in the markets and lots of expertise on trading through headline events like midterms, and he has shared numerous opinions about the upcoming midterm cycle in his regular appearances on tastylive. We decided to ask him for the biggest risks that traders should be aware of ahead of this upcoming midterm cycle, and his answer was insightful as always. #StockMarket #Investing #Finance #Election #Midterms

tastylive

31,145 次观看 • 9 天前

I’ve said before that Cem Karsan 🥐 is a must listen for anyone in the market, and particularly retail. This clip shows why. He does not hold back, he reveals the inside baseball that’s happening. Here he says that GameStop was in a way an orchestrated squeeze by institutions because they saw an edge - the persistent bid from retail call buyers. The peculiarities of $GME at the time (tiny float, massively over shorted, etc) contributed to the severity of the squeeze and made it the most famous. But I believe Cem is touching on something that explains many other “orchestrated” squeezes, from TSLA to PLTR to POET - retail liquidity absolutely matters. If the view is that there will be a consistent bid for shares/calls in a ticker and that is proven true, and it doesn’t go away, that name will keep going up as that buying is front run by institutions. It creates a reflexive loop that pushes it higher and higher, until that retail bid dries up. And that’s when the music stops and a severe correction happens. Just like with GameStop, and just like will happen across this bubblicious overall market we’re in right now. Thanks for telling the truth Cem. So many don’t.

I’ve said before that Cem Karsan 🥐 is a must listen for anyone in the market, and particularly retail. This clip shows why. He does not hold back, he reveals the inside baseball that’s happening. Here he says that GameStop was in a way an orchestrated squeeze by institutions because they saw an edge - the persistent bid from retail call buyers. The peculiarities of $GME at the time (tiny float, massively over shorted, etc) contributed to the severity of the squeeze and made it the most famous. But I believe Cem is touching on something that explains many other “orchestrated” squeezes, from TSLA to PLTR to POET - retail liquidity absolutely matters. If the view is that there will be a consistent bid for shares/calls in a ticker and that is proven true, and it doesn’t go away, that name will keep going up as that buying is front run by institutions. It creates a reflexive loop that pushes it higher and higher, until that retail bid dries up. And that’s when the music stops and a severe correction happens. Just like with GameStop, and just like will happen across this bubblicious overall market we’re in right now. Thanks for telling the truth Cem. So many don’t.

The GG Wizard Swami

33,373 次观看 • 4 个月前

Smart money is already moving away from the 60/40. Will you pivot before it hurts? Cem Karsan 🥐 Benn Eifert 🥷🏴‍☠️ @CBOE

Smart money is already moving away from the 60/40. Will you pivot before it hurts? Cem Karsan 🥐 Benn Eifert 🥷🏴‍☠️ @CBOE

TopTradersLive.com

60,039 次观看 • 1 年前

🥐 fresh crumbs Something has changed 🫢 We just got a BIG BEAUTIFUL DEAL with China 🇨🇳 🔸 we expected the decline into March #Opex 🔸 we expected the rally to 5700-6000 🔸 the bigger decline will begin in Q3 We still believe this, but a deal like this changes the path 🔀 Follow The Flows 👇 If you have ever wondered how Cem Karsan is able to call pivotal moments (exact dates in some cases) well in advance 👸 Vanna and 🦥 Charm are structural flows embedded in this market Click below to hear the full interview with Ash Bennington Ash Bennington + Cem Karsan Cem Karsan 🥐 ▶️

🥐 fresh crumbs Something has changed 🫢 We just got a BIG BEAUTIFUL DEAL with China 🇨🇳 🔸 we expected the decline into March #Opex 🔸 we expected the rally to 5700-6000 🔸 the bigger decline will begin in Q3 We still believe this, but a deal like this changes the path 🔀 Follow The Flows 👇 If you have ever wondered how Cem Karsan is able to call pivotal moments (exact dates in some cases) well in advance 👸 Vanna and 🦥 Charm are structural flows embedded in this market Click below to hear the full interview with Ash Bennington Ash Bennington + Cem Karsan Cem Karsan 🥐 ▶️

Ozzy

88,845 次观看 • 1 年前