I want to talk about this - very important.
🧵👇
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

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More from @frankoz95967943

Jun 26
This is beef.

Since covid its up nearly 175%

Many of you eat hamburger and madonnas.

This is why madonna's is no longer affordable.
👇🧵 Image
Here is mcdonna's vs beef

"Oz - they didnt collapse with beef going up??!"

correct.

And there's raisons.... Image
Enter currencies - zimbabwe'ing the currency has implications for the underlying

when u c it Image
Read 15 tweets
Jun 25
The Final Reckoning - A Nation Consumes Itself
🧵👇

I study the vix, geopolitics and currencies - trying to make sense of what is actually happening in the context of sound bites we get here or there from government.

Its hard to paint an actual picture from a single sound bite or news article.

But when you put them all together you paint a tapestry - some call it a masterpiece - others call it a dystopian hellscape.

For each point I will try to include a relevant news topic.

Lets begin.
The U.S. is not just struggling; it's in a death spiral.

Driven by hyperinflation & desperation, the government is making choices that solidify its descent into kleptocracy and civil breakdown.

Here’s the terrifying truth that is unfolding
Crypto: Not Innovation, But Capitulation.

The government, facing a worthless dollar, is now frantically trying to contain crypto by regulating it into the banking system.

This isn't forward-thinking; it's a desperate attempt to co-opt the flight from fiat before total loss of control.

Its an admission the dollar is no longer a store of value which is pretty damning for a government to turn against its own currency like this.

#DeDollarization #CryptoControl

abcnews.go.com/Business/geniu…
Read 11 tweets
Jun 17
Lets build.

This is my calculated vix.
The higher it goes the higher the vix should be.

👇🧵 Image
It is a function of bond yields.
Bond yields SLOW the markets down.
Its MORE expensive to borrow

The west runs on finance- price of debt (the yield) matters a lot, just like it matters to you when you buy a car a house or put chipotle on credit. Image
Zoomed in on right side Image
Read 42 tweets
Jun 17
A while back i calculated what the vix SHOULD be based on yields.

(1) you can see clear correlation
(2) it broke but the peaks still match
🧵👇 Image
The vix is a function of bond yields. Image
Read 9 tweets
May 5
Currency fiddling.
Pegs.
Making your currency artificially weaker -

This is all great when you are attempting to game the system.

Until one day it blows up in your face.

👇🧵 Image
I have an open quiz, go ahead and take it before moving forward - cause its important to understand the game....
So what happened to TWD?

well, the game is "make our currency weaker so we can export more"

This has been going on a long time - they arent the only ones doing this.
Read 48 tweets
Apr 23
Its wednesday.

Lets break your brain again.

This is a currency thread.
🧵👇
This is complex, so clear your mind, get some coffee and relax.

You are in charge of a country call it "MyCountry" with a currency called "Denaro's"

In the past you invested heavily to build your factories and vities to make things as efficient (read low cost) as possible.
Now you want to increase trade.

What do you do?

You weaken your currency - now, your products compared to the world are cheaper than anywhere else.

Your orders explode.
Read 59 tweets

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