Cam Kcnsen 🥐

Is the 40-year macro playbook finally reaching its expiration date? 🌪️ In this episode of "U Got Options," I sat down with the man who literally wrote the book on our current era: Neil Howe (@HoweGeneration), author of The Fourth Turning. We dive into why today’s signals suggest a shift toward a new, non-linear regime: 🔹 The 60/40 Trap: Why recency bias is a major risk to modern portfolios. 🔹 Inflation as a "Solution": How debt and demographics shift power from Capital to Labor. 🔹 Managing "Heavy Weather": The strategic role of convexity and options in a structural regime change. Check the link in the reply below for the full deep dive from the @Cboe floor. 👇

Assuming the USS Boxer is heading to the Middle East, and considering that she only left San Diego two days ago, she won't be near the Persian Gulf until mid-April. If the reinforcements are intended to reopen the Strait of Hormuz, then the oil market faces a very long wait.

Trump mulls to occupy or blockade Iran's Kharg Island - Axios

The drop in global perceptions of the US is 100% because of Donald Trump. Clear as day.

Really recommend this interview between @freddiesayers and energy expert @HelenHet20 where Helen lays out why markets may be wrong in assuming things will return to normal once Iran is neutralised. The chaos may be the strategy. And whichever way you look it's bad for Europe, which is exposed as incapable of becoming strategically autonomous. The key points are: 1. The US intentionally benefits from chaos in the Strait of Hormuz because China heavily relies on Persian Gulf oil imports, whereas the US is largely self-sufficient. 2. Artificial intelligence development is incredibly electricity-intensive. By degrading China's energy security, the US directly undermines its primary competitor's ability to succeed in the global AI race. 3. The strategy deliberately aims to make European nations heavily reliant on American liquefied natural gas (LNG) rather than Middle Eastern sources, effectively undermining Europe's push for strategic autonomy and tying them closer to the United States. 4. The real disruption relates to Western shipping insurance companies, like Lloyd's of London, refusing to insure transit through the Persian Gulf after a US attack on an Iranian ship. Although the Trump administration claimed it would step in to provide insurance and military convoys to ease the market, it has taken no meaningful action to do so. Consequently, ships bound for China are forced to operate without Western insurance. 5. The US agenda is to leave Europe to fend for itself in the region since it has little strategic interest in securing the Red Sea or the Suez Canal, as almost none of its own hydrocarbon or trade imports rely on that route. 6. Europe's leaders are trapped: they do not want to rely on an antagonistic Trump administration, they cannot rely on Russia, and they currently lack the unified military power to secure their own energy supply routes. youtube.com/watch?v=fZorjJ…

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

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Bessent now finds himself in the position of the Bank of England in 1992 when Soros, Druckenmiller, & Bessent "broke the BOE": Trying to prevent the USD from collapsing v. oil with a finite amount of oil reserves as markets & fundamentals are actively working against him.

"Organize old items → Donate, upcycle, or recycle! Give them new life #Declutter #SustainableLiving"

[Grab a crispy fried chicken skewer + iced plum juice! Street food joy in every bite #StreetFoodLove]

Cozy night in! Warm tea, soft cushions, and a stack of books—my happy place.

"Cultivate small joys daily—pick a hobby (painting, gardening, coding, even birdwatching!) and carve 10 mins for it. Growth happens in tiny, consistent steps. What’s your go-to hobby "

Just caught the latest episode of [综艺名]! The dance battle was FIRE and the surprise guest’s joke had me snorting coffee Who’s binging it with me Drop a if you’re obsessed too!

Solo hike at the pine forest trail this morning—sunlight through branches, crisp air, and a surprise mushroom cluster! #NatureAdventure #SoloWanderlust

Day 1 at [漫展名，如Comic Con Shanghai]—cosplay slays, merch haul is real, and my inner nerd is screaming! #AnimeExpo #CosplayGoals

"Years pass, but the laugh Still the same. Grateful for these chaos-bringers, forever my crew. "

"10-min Creamy Tomato Pasta! Fresh tomatoes + garlic + heavy cream = cozy dinner in no time. Swirl, serve, savor! #QuickMeals #HomemadeJoy"