Calls
4
Cem Karsan
Founder, Karsan Consulting
Win Rate
50.0%
return
+0.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 11
$734.68
+5.1%
The US equity market will ultimately be backstopped by the Treasury and the Fed through money printing and the creation of a sovereign wealth fund that directly buys US companies, because monetizing the debt and supporting equities is the only way out of the structural debt, populism, and financialization problems. This will drive massive asset inflation and support equity prices.
Equity Indexes
Long
Apr 27
$53.72
-6.0%
The US government's ability to control domestic oil prices (WTI) while global Brent prices rise due to geopolitical tensions and Strait of Hormuz disruption will cause the Brent-WTI spread to widen significantly, making the spread trade an easy directional play.
Commodities
Long
Jul 04
$592.29
-1.4%
AI-related capital expenditure is different this cycle because the US government implicitly guarantees it. Tech leaders like Larry Ellison and Mark Zuckerberg are borrowing heavily to build AI infrastructure based on a wink-and-nod understanding that the government will backstop them, buy their stock, or bail them out. This creates a bullish reflexivity loop for AI capex, especially in the hyperscaler and semiconductor supply chain.
Thematic ETFs
Short
Apr 27
$134.96
+6.0%
The US government's ability to control domestic oil prices (WTI) while global Brent prices rise due to geopolitical tensions and Strait of Hormuz disruption will cause the Brent-WTI spread to widen significantly, making the spread trade an easy directional play.
Commodities
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Cem Karsan has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: SPY, BNO, SMH.
