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karasican.bsky.social
Kara Sıçan🏳️‍🌈🎋
@karasican.bsky.social
Istanbul
fool, slinger, architect, a man of emotions
Reposted by Kara Sıçan🏳️‍🌈🎋
during the dotcom run up, markets had multiple 15% corrections almost every year. we’ve only had 1 in 14 months, and that was because the president of the united states said, “well what if I brought the global economy to a screeching halt?”
October 1, 2025 at 12:32 PM
Reposted by Kara Sıçan🏳️‍🌈🎋
90 percent of anything Trump says about stuff outside his core obsessions is whatever the last person he spoke to told him about it.
what is going on
August 21, 2025 at 1:48 PM
Reposted by Kara Sıçan🏳️‍🌈🎋
You guys. The Lisa Cook story isn’t about her mortgages. Please please please stop being so credulous.
August 20, 2025 at 10:11 PM
an immaculate repricing of duration
August 18, 2025 at 3:12 PM
Reposted by Kara Sıçan🏳️‍🌈🎋
I don't remember who it was, but a couple months ago someone on tv said bessent, trump, and powell all want stock prices to be lower
June 24, 2025 at 7:33 PM
First winner in 75 sessions/105 days
August 5, 2025 at 3:01 PM
👈this guy doesn't touch equities/indices anymore
July 15, 2025 at 3:18 PM
Reposted by Kara Sıçan🏳️‍🌈🎋
I’m glad this extraordinary tale by @kenzabryan.ft.com is finally out. The carbon credit business is a LOT more interesting than I thought… on.ft.com/4lqMZMV
The extraordinary life and mysterious death of a carbon credits broker
How an Italian fugitive used diplomatic immunity to work with Dubai royalty and Liberia’s fallen hero
on.ft.com
June 29, 2025 at 9:16 AM
tbh I wouldn't have expected new ATHs this year even with a full tariff rollback

If I had a chance to switch lives with someone else, I wouldn't choose a gifted artist, an athlete or a true ladies' man. I would have chosen to be a perma-bull.
June 27, 2025 at 4:27 PM
ES down 7pts (multi-generational buying opportunity)
June 25, 2025 at 5:43 PM
Reposted by Kara Sıçan🏳️‍🌈🎋
i mean they really love buying stocks
June 23, 2025 at 5:20 PM
I still can't believe the amount of sh*t you need to throw to this market to make it lose just a single level. We also had tariff stuff today btw
June 17, 2025 at 6:11 PM
I have rabies, but instead of the inability to drink water, I am unable to take profits. I just can't.
I haven't taken a profit once for 3 months, just stops and scratches. Fully aware how retarded is that but I just can't. Like a body part not responding.
June 13, 2025 at 12:32 PM
I think this episode shows how much the 0dte tail wags the ES/SPX dog. Multiple news outlets say Israel will attack, the US say so too, then Israel itself reconfirms it...but the market closes at highs because it falls to tomorrow or the weekend, not today.
June 13, 2025 at 1:23 AM
Trump put in USD
June 4, 2025 at 12:55 PM
Today, Apr 30, Mar 31, Feb 28. 4th month-end in a row with the same insane bid after a drop
May 30, 2025 at 7:47 PM
MOF should just use good old moral suasion on lifers/pensions to take the free money that are superlong JGBs.
May 20, 2025 at 3:23 PM
Reposted by Kara Sıçan🏳️‍🌈🎋
So even with a deal, tariffs remain *much* higher than pre-Liberation day. There’s signal here! At some point, risk assets will clock that the shock is massive and the mitigation basically nudging us from extremely bad outcomes to very bad outcomes.
May 8, 2025 at 3:15 PM
-EM govt insists on a retarded policy
-Markets short their currency, bonds, stocks
-Govt thinks negative effects are due to treacherous speculators, not the policy being wrong
-So if they squeeze them out, everything will get on track again
May 7, 2025 at 1:37 PM
there are another group of large insurers who have reduced their hedge ratio a lot btw
May 6, 2025 at 11:04 AM
Reposted by Kara Sıçan🏳️‍🌈🎋
strocks still haven't transitioned its intrepretation of recent rates drop from "bond vigilante//internationals selling//american exceptionalism decline (whatever merits you actually assign)...is over" to "recession risks rising"
April 28, 2025 at 8:14 PM
Reposted by Kara Sıçan🏳️‍🌈🎋
Has anyone considered the possibility that they legit think they are negotiating with China, but are actually the prank victims of a drive-time morning zoo radio program in Shanghai?
China Foreign Ministry spox overnight: “Let me make it clear one more time – China and the US are not engaged in any consultation or negotiation on tariffs.”

Treasury Secretary Bessent on CNBC just now:
*BESSENT: ALL ASPECTS OF GOVERNMENT IN CONTACT WITH CHINA

Who you gunna believe?
April 28, 2025 at 5:25 PM
Reposted by Kara Sıçan🏳️‍🌈🎋
Huh. I wonder how it turned out for the last OECD Finance Minister who invoked a mastery of Game Theory in complex negotiations?
Raddatz notes Trump's erratic tariff behavior: on again, off again, "dial some back, pause them, make exceptions."

Bessent says it's genius: "In game theory, it's called strategic uncertainty. So you're not going to tell the person on the other side of the negotiation where you're going to end up."
Video ‘I don't know if President Trump has spoken with President Xi’: Secretary Bessent
ABC News’ Martha Raddatz interviews Treasury Secretary Scott Bessent on “This Week.”
abcnews.go.com
April 27, 2025 at 6:51 PM
5% should be the floor for the US 10YY
April 27, 2025 at 9:13 PM