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 @VietVantage

Sep 28
The US is hell bent on destroying the dollar.

I got curious why US would extend a swap line to a shit country that has failed to repay its debts.

For context here is the weekly view of USDARS

Up on this chart is massive inflation for the locals.

The currency is worthless
👇🧵 Image
China said no more Image
US stepped in (shit) Image
Image
Read 15 tweets
Sep 26
I look at the market upside down from you, but today i'll make an exception.

This is OVX - its oil volatility.

OVX and VIX are positively correlated.

On this chart? Ovx is rising (going down).
👇🧵 Image
OVX and SPY are negatively correlated.

If you are a bull you want the yellow line to go up Image
That is the 5y USA bond. When it goes up it costs more to take an autoloan or borrow money.

Markets traditionally do not like it when yields go up like this. Image
Read 54 tweets
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 35 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

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