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Cem Karsan Says This Bounce Doesn’t Make the Macro Healthy
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ticker lesson
Breakdown
0:00lesson
Liquidity drying up in key market areas
- Drying up liquidity into singular market part
- Profits driven by this liquidity
- Cannot ignore this trend
0:30lesson
Positive flows and market hedging
- Positive flows in markets
- Markets well hedged
- V compression today
- Bounce not indicating macro health
1:10lesson
Macro story and administration support
- Macro story not healthy
- Administration no longer supporting market
- Need to keep eyes on macro
1:40VIX· ticker
VIX compression and front month bid
- Balls started coming in Friday
- Balls definitely came in today
- Front month bid in VIX complex
2:10VIX· ticker
Realized vs implied gamma
- Realized relative to implied
- Gamma carrying positively in extremely short term
- Rare situation observed
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