Cem Karsan ๐ฅ
@jam_croissant
Founder, Kai Wealth. 27y Quant/Vol/Flow/Macro PM. Ex-MMaker,+10% of SPXOptโsโ06-10 @phillipsacademy, @RiceAlumni,@KelloggAlumni, Vanna-Charmer๐,๐ซInvest Advice
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October 2010
2.3K ํ๋ก์ ์ค 275.3K ํฌ
๐ฅRUMBSโฆ
Everyone left Jackson Hole convinced Warsh is about to hike. Cem Karsan @jam_croissant 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.
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