I want to talk about this - very important.
πŸ§΅πŸ‘‡
Remember when i said UVIX was created in march 2022?

Someone - likely a big hedge (for the pow) or japan - someone big is gaming the vix.


I firmly believe this is being done to whack futures pricing - it hits stonk futures, but also OIL futures.
Sauds have now said enuf.

Hold on your popcorn boys and girls. If Saudis decide to cut production, its 1979 all over again.

Everythings fun and games - retail gets hosed and no one cares.

But piss off your energy supplier, well, that could be kinda electrifying....

It will now be quite interesting to see what financial games G7 tries to play now.
And it gets better - so who could possibly be behind these financial vol games to suppress futures?

I will give you 3 guesses, but read this first...

qz.com/the-white-hous…
A reminder


MBS is going to punish biden....
Biden's party election prospects depend on 3 things:

1) Oil goes down
2) Stonks go up
3) Stability in all markets

By crushing the vix he achieves all 3.

He must have been advised by someone big on Wall St. and executed this plan.

Thats got to be it.

Game is almost over.
its not just ZH thats reported this:
bloomberg.com/news/articles/…
That chart smells like "desperation"

never in history has SPR been drained that fast.

Not ever.

And we arent even in a direct congress approved war yet.

Just imagine if THAT changed....
If you made it this far, I like you.

There is a lot on my pinned profile tweet - here is one of them.

I don't like any of US political leadership R or D over past 50y, but Biden?

Most people don't remember what a disaster this guy is.

A reminder...

If you been watching the vix/uvix, you've probably noticed the ripples - well, these are correlated with oil futures.

It APPEARS to me that the swaps, uvix shorts stronger dollar games are used to attack oil when futures spike higher. Image

β€’ β€’ β€’

Missing some Tweet in this thread? You can try to force a refresh
γ€€

Keep Current with Expound the profound-Cut'n thru bs 1 layer @a time

Expound the profound-Cut'n thru bs 1 layer @a time Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @frankoz95967943

Apr 1
In a currency war, you win by out "devaluing" your currency vs your trading partner.

You do this to gain market advantage - your products become CHEAPER than your competitor, killing your competitors industry.

The white line is china - when the white line goes up (9 of them) china devalued.

Notice that giant plunge near #4?

Notice the yellow line - thats global liquidity - and its inverted - so you can clearly see central bank interventions and its impact on the chinese currency.

G7 loaded up on debt, and out china'ed china....

Lately they stopped - because inflation now is raging.
πŸ§΅πŸ‘‡Image
Remember - currencies are a RATIO.

So when chinas currency goes up on this chart - it gets WEAKER relative to USD.

Which means the USD gets STRONGER.

Stronger USD = bad for US exports, particularly to china.

It means China wins global trade vs US because everything is so cheap.Image
Tariffs equalize trade and offset this nonsense.

Tariffs make this cheap chinese export due to currency games less competitive.

US cannot control what china does, but it can control what it imports from china.

theguardian.com/us-news/2025/a…
Read 49 tweets
Mar 31
Lets build -this is a short one, but if you been following a while, you know my view that the vix has been sanitized thru currencies (and suppressed)

Here is tech stonk - ndx.

πŸ§΅πŸ‘‡ Image
add uvix - now a 1:1000 instrument after all the reverse splits - used to suppress long dated vix premium.

Uvix was launched 3 years ago to this day, 1 month after the poot invaded ukraine.

I firmly believe its a war powers entity designed to protect the stonk market. Image
Oil producers currencies.

On this chart - purple down means their currency got VERY strong relative to mexico (I use mexico to remove USD influence)

Notice the correlation to stonk..... Image
Read 23 tweets
Mar 24
Lets build.

This is the vix.

I am drawing it mid page for a reason - and you will see why shortly.
πŸ§΅πŸ‘‡ Image
This is dxy and the vix.

No, the dxy is NOT the dollar - dxy is a "basket of currencies" mostly made up of the euro-pee

2nd chart zoomed in - notice the drop in dxy is associated with drop in vix - so what happened? Image
Image
The green line is the euro-pee
2nd chart zoomed in - do you see it?

Theres all this talk "money goes home" which is true, but not for the reason people think....

It was to bring down that vix thru currency channel - green line down, EUR stronger, USD weaker.

usd weaker - vix--

make sense?Image
Image
Read 19 tweets
Jan 25
Remember - central banks do not take losses.

Thru the wizardry of "legal accounting definitions" losses are called "deferred assets"



πŸ§΅πŸ‘‡ federalreserve.gov/pubs/feds/2013…Image
In 2011 the federal reserve began to be an activist / interventionist organization.

For the first time ever they started having some excesses and they would send "remittances" back to the US treasury.

Something happened during covid..... Image
The remittances started under the Bernank.
Read 35 tweets
Dec 21, 2024
This is the dxy.

it is not "THE DOLLAR"

DXY is a basket of currencies heavily weighted and skewed towards the EURO.

This is a vix and currency thread.
πŸ‘‡πŸ§΅ Image
Here is the vix - notice on the left that as the DXY went up the vix began to follow and was suddenly kneecapped in march 2022?

Thats when UVIX and SVIX were launched.

But everytime the DXY spiked you got a spike in the vix

Verticle dotted lines show a few of them. Image
Enter my calculated vix.

I modeled the vix to see where the vix should be based on yields.

Notice again the detach as of march 2022

1/(BATS:HYG/(BATS:UUP-(1/(TVC:US30Y*5+TVC:US20Y*4+TVC:US10Y*3+TVC:US05Y*2+TVC:US01Y)*100-FX:USDCAD*100)*100/2)*10000) Image
Read 46 tweets
Nov 29, 2024
This is a currency thread.

And for many of you, this will answer a LOT of questions....

I am going to start very slow and basic - by the time im done you will be a currency expert.

πŸ‘‡πŸ§΅

en.wikipedia.org/wiki/Supply_an…Image
Lets explain this simply.

CocaCola.

CocaCola company produce lots of cocacola expecting holiday demand. They double production.

And lets say the demand didnt materialize - economy bad, people lose jobs or whatever.

What happens to price of cocacola?

It goes down.
Now take the inverse.
Cocacola - UNDERPRODUCES - expecting holiday demand to be very low so the market is UNDERSUPPLIED with cocacola.

But government decide to give everyone free digital money that can only be spent on cocacola.

What happen to demand? Explode higher.
Price moon.
Read 55 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(