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Listen as Cem Karsan 🥐 & Michael Green unpack how today's leverage, passive flows & vol compression are hiding systemic fragility.

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18,653 просмотров • 1 год назад •via X (Twitter)

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Фото профиля Ron Jamesdiode
Ron Jamesdiode1 год назад

@jam_croissant @profplum99 Millennial babies’ first financial crisis…and it’s a doozy! Never forget - EVERYTHING the orange clown touches turns to shit.

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fresh crumbs 🥐 Nothing changes narrative like a 3% gamma rally on Quarterly #Opex Tomorrow we may see some follow through but the big effect was #vol compression Today was a reaction to structural flows within a stairstep decline @stocktwits with Cem Karsan 🥐
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fresh crumbs 🥐 Nothing changes narrative like a 3% gamma rally on Quarterly #Opex Tomorrow we may see some follow through but the big effect was #vol compression Today was a reaction to structural flows within a stairstep decline @stocktwits with Cem Karsan 🥐

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Straight from the Cboe floor, Cem Karsan (Cem Karsan 🥐), Mandy Xu & Ed Tom talk market history, volatility myths, and the options trends changing how we trade. This episode is packed with insights. Don’t miss it.

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At #RMC24, Cem Karsan of Kai Volatility Advisors spoke with MDP's Dennis Davitt & Hull Tactical's Euan Sinclair about how 0DTE options differ from those with other expiration profiles. Cem Karsan 🥐 dennis m davitt Euan Sinclair YouTube link:
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At #RMC24, Cem Karsan of Kai Volatility Advisors spoke with MDP's Dennis Davitt & Hull Tactical's Euan Sinclair about how 0DTE options differ from those with other expiration profiles. Cem Karsan 🥐 dennis m davitt Euan Sinclair YouTube link:

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81,043 просмотров • 1 год назад

🥐 fresh crumbs Summer of George ☀️ more than ever this year If they can keep the market up until June, 👸🦥 flows kick in and we are going to squeeze through the summer Could last until September when summer vol compression stops ... or as long as November into midterm elections Look for a rotation out of tech ✍️ Until it breaks ... "Laissez les bons temps rouler" Cem Karsan 🥐 with 𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 AFTER HOURS 🍶 Stocktwits Full interview
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🥐 fresh crumbs Summer of George ☀️ more than ever this year If they can keep the market up until June, 👸🦥 flows kick in and we are going to squeeze through the summer Could last until September when summer vol compression stops ... or as long as November into midterm elections Look for a rotation out of tech ✍️ Until it breaks ... "Laissez les bons temps rouler" Cem Karsan 🥐 with 𝐁𝐞𝐧 𝐂𝐚𝐡𝐧 AFTER HOURS 🍶 Stocktwits Full interview

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How will populism impact markets? Cem Karsan 🥐 joins Andrew Brill to analyze a return to demand-side policies, inflation, market cycles, & options. Cem breaks down the Santa Claus rally, the new year’s re-leveraging effects, & why investors should brace for volatility in 2025.

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65,174 просмотров • 1 год назад

🥐 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 🥐 ▶️
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🥐 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 🥐 ▶️

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88,811 просмотров • 1 год назад

Today on StocktwitsTV, Cem Karsan 🥐 tells Michele Steele why the real fight is Hormuz and oil flow, why this is not a black swan, and why markets can drop in stair steps with vol compression and massive dispersion underneath. He also breaks down quarter-end options flows and why “resolution” headlines can still be misleading. Watch the full episode here!
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Today on StocktwitsTV, Cem Karsan 🥐 tells Michele Steele why the real fight is Hormuz and oil flow, why this is not a black swan, and why markets can drop in stair steps with vol compression and massive dispersion underneath. He also breaks down quarter-end options flows and why “resolution” headlines can still be misleading. Watch the full episode here!

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In part three of this three-part episode, Hari P. Krishnan broke down how AI and machine learning are changing trading. Don't miss his chat with Cem Karsan 🥐! 👇️ 👇️ Listen on Apple Podcasts: All platforms:

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13,412 просмотров • 8 месяцев назад

🥐 fresh crumbs Here we are $ES 6100 in the Summer of George ☀️ 👸Vanna 🦥 Charm have been supportive ... but Friday #Opex they are gone Next couple weeks, expect market 🔻 down + vol 🔻 down #Vol compression will continue for at least 1-2 months Base case, this decline will be a slow-motion train wreck to yearly lows ( $ES ~4800 ) within the next 6 months Cem Karsan 🥐 with Stocktwits Full interview
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🥐 fresh crumbs Here we are $ES 6100 in the Summer of George ☀️ 👸Vanna 🦥 Charm have been supportive ... but Friday #Opex they are gone Next couple weeks, expect market 🔻 down + vol 🔻 down #Vol compression will continue for at least 1-2 months Base case, this decline will be a slow-motion train wreck to yearly lows ( $ES ~4800 ) within the next 6 months Cem Karsan 🥐 with Stocktwits Full interview

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Phil Rosen

98,115 просмотров • 8 дней назад

Actually Cem Karsan 🥐 did an interview today about the Iran Yuan choke point & Petro Dollar. How this is battle between the US & China. It's worth watching the full thing because he touches on the impact these energy, fertilizer and helium shortages will have on the economy.
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Actually Cem Karsan 🥐 did an interview today about the Iran Yuan choke point & Petro Dollar. How this is battle between the US & China. It's worth watching the full thing because he touches on the impact these energy, fertilizer and helium shortages will have on the economy.

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ICYMI: Cem Karsan 🥐 joined Weekend Rip with Ben & Emil for our first monthly Jam Session 🎙️ His prediction going into June OpEx? 🔮 🚨 A slow-motion train-wreck — not a crash 📉 Markets stair step down to '25 lows 🌀 Vol stays compressed 🌊 Macro headwinds build underneath
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ICYMI: Cem Karsan 🥐 joined Weekend Rip with Ben & Emil for our first monthly Jam Session 🎙️ His prediction going into June OpEx? 🔮 🚨 A slow-motion train-wreck — not a crash 📉 Markets stair step down to '25 lows 🌀 Vol stays compressed 🌊 Macro headwinds build underneath

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94,334 просмотров • 1 год назад

❓'Michael Gove, will you ever run as an MP again?' 🗣️ 'No.' Michael Gove talks to Camilla Tominey and Tim Stanley about why he broke up with Boris, where Reform are going wrong & how politics impacted his family life Listen here ⤵️
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❓'Michael Gove, will you ever run as an MP again?' 🗣️ 'No.' Michael Gove talks to Camilla Tominey and Tim Stanley about why he broke up with Boris, where Reform are going wrong & how politics impacted his family life Listen here ⤵️

The Daily T

13,825 просмотров • 10 месяцев назад

🥐 fresh crumbs Dec 17th - 18th #FOMC caused a quick move down which created a margin call issue into #OPex Dec 20th #OPex risk came off and $ES rallied 🔺 3% What can we expect into the end of the year 🤔 🔸 Monday a lot of hedges come off ⚠️ #instability 🔸 Supportive structured flows 🌊 are fading 🔸 Likely to get more selling There's a re-leveraging effect that should provide 👉some support 👈 into EOY but interest rates + inflation is the new #Narrative As we head into Jan 20th #Inauguration, people may want to be risk off Cem Karsan 🥐 🥐 with Rick Santelli on CNBC
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🥐 fresh crumbs Dec 17th - 18th #FOMC caused a quick move down which created a margin call issue into #OPex Dec 20th #OPex risk came off and $ES rallied 🔺 3% What can we expect into the end of the year 🤔 🔸 Monday a lot of hedges come off ⚠️ #instability 🔸 Supportive structured flows 🌊 are fading 🔸 Likely to get more selling There's a re-leveraging effect that should provide 👉some support 👈 into EOY but interest rates + inflation is the new #Narrative As we head into Jan 20th #Inauguration, people may want to be risk off Cem Karsan 🥐 🥐 with Rick Santelli on CNBC

Ozzy

83,304 просмотров • 1 год назад

All of this happened over a long weekend ‼️ Listen to KTR as he rightly points out how this govt knew Saturday, Sunday, Monday & Tuesday were court holidays & that’s why they chose this time to cut down 400 acres of forest, destroying green space & wildlife. (4/N)
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All of this happened over a long weekend ‼️ Listen to KTR as he rightly points out how this govt knew Saturday, Sunday, Monday & Tuesday were court holidays & that’s why they chose this time to cut down 400 acres of forest, destroying green space & wildlife. (4/N)

Nayini Anurag Reddy

121,778 просмотров • 1 год назад

🥐 Cem Karsan 🥐 serves up fresh Crumbs We were pretty adamant coming out of February, if we didn't see weakness, it was risk on for the year As we entered summer, I was very clear it would be a slow grind with dispersion + lack of pullback "Summer of George" As we get to mid-August, summer flows start to change a bit Wednesday, Aug 14th #VIXpiration, there is a short window of 👉potential risk 👈 into September 30th Quarterly OpEX Weakness in this 🪟 would very buyable dip leading into the real end of year rally (true blow off top) ... a market up vol up event Early 2025 🗓️ we'll see a real (2nd move) market decline TopTradersLive.com | Alan Dunne
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🥐 Cem Karsan 🥐 serves up fresh Crumbs We were pretty adamant coming out of February, if we didn't see weakness, it was risk on for the year As we entered summer, I was very clear it would be a slow grind with dispersion + lack of pullback "Summer of George" As we get to mid-August, summer flows start to change a bit Wednesday, Aug 14th #VIXpiration, there is a short window of 👉potential risk 👈 into September 30th Quarterly OpEX Weakness in this 🪟 would very buyable dip leading into the real end of year rally (true blow off top) ... a market up vol up event Early 2025 🗓️ we'll see a real (2nd move) market decline TopTradersLive.com | Alan Dunne

Ozzy

269,108 просмотров • 2 лет назад

This Dr Dr Faith Adewale is just exceptional 👌🏾 Listen how he discusses childbirth & it's complications. HM'S engaged enthusiastically & are clearly impressed by his expertise as am I. How i enjoy listening to him 😲 #BBNaija vote wisely & reward excellence this year please🙏🏻
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This Dr Dr Faith Adewale is just exceptional 👌🏾 Listen how he discusses childbirth & it's complications. HM'S engaged enthusiastically & are clearly impressed by his expertise as am I. How i enjoy listening to him 😲 #BBNaija vote wisely & reward excellence this year please🙏🏻

Bev

61,985 просмотров • 10 месяцев назад