Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
@frankoz95967943
Aug 22, 2022 β€’ 15 tweets β€’ 4 min read β€’ Read on X
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....
finance.yahoo.com/news/oil-exten…
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

Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Oct 8
These are all g7 currencies.
The planners decided to weaken vs the price of oil.

Read another way? It means USD got stronger.

So EUR, JPY, CHF all got weaker vs USD.....

πŸ‘‡πŸ§΅ Image
at the same time here they are vs Saud.
They are all weaker vs the Saudi oil currency too...

So weaker vs USD, and weaker vs Saudi Image
Thick purple line - they all sold US debt. Image
Read 15 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Sep 25
Lets talk about sdr's

(special drawing rights)

As of July 31, 2024, U.S. SDR Holdings were SDR 126.8 billion.

πŸ‘‡πŸ§΅ home.treasury.gov/system/files/2…
In July 2024, Treasury, through the ESF, purchased
SDR 400 million from Ukraine in exchange for approximately $530 million.

Note that this wasnt reported in any newspaper.
home.treasury.gov/system/files/2…
The treasury sold 10B of SDR's to the FED.
The fed is legally obligated to buy them.
The fed gets 10B in SDR's ...the treasury gets 10B in USD

The 10B is immediately usable by the treasury for any govt spending. No congressional approval needed. Image
Read 44 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Sep 17
This is gold.
It is inverted.
The lower the line goes the higher the price of gold in USD.

When it takes more USD to buy gold?
Thats a measure of inflation.

2nd chart zoomed out.
πŸ‘‡πŸ§΅
Image
Image
Here is USDJPY (the jPanesa) and US long bond yields.

Notice the striking correlations

On this chart - when the blue line goes up, bond yields go down. When the blue line goes down, bond yields go up.

The higher the blue line goes on this chart? The lower the bond yield. Lower bond yield = new car loans go down, credit card interest rates go down, etc.

Blue line going up = FRENCH TICKER

Its *STIMULATIVE*

Stonk loves when blue line go up.

because jPanesa own so much US debt, they can move bonds with ease. ESP so because the jAnet isnt selling as much long bond - this makes jPans job easier.Image
They do all of this to control currency - in green.
When the green line goes up the USD gets weaker.
A weaker USD means US exports get cheaper.

Your groceries get more expensi.
Your overseas vacation gets more expensi.
Anything US imports gets more expensi. Image
Read 25 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Sep 13
On September 11th there was a major economic event.
Core inflation went UP.

Normally this would mean that bond yields need to rise to get inflation to come down.

The same day the stonk market rallied over 1000pts.

Lets dig in and see what actually happened.
πŸ‘‡πŸ§΅ Image
The prior evening to this major econ metric, jpan lowered US long bond yields. Notice the tight correlation to USDJPY.

jPanesa is just the eastern branch of the federal reserve. Image
On the economic event - jPan did a hard swap (see top link of my profile page - it will take you to a list of threads - click "swaps") Image
Read 21 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Sep 7
This is the US central bank balance sheet.

I have inverted it.

And there is a REASON i inverted it - as this line goes up the jPow balance sheet goes down...

πŸ§΅πŸ‘‡ Image
lets add gold
Gold is NOT inverted

As foreigners buy US debt?

It weakens the dollar.... Image
here is the walmart...

it also is not inverted....

It tracks up because the USD is getting massively devalued by foreigners buying all this US debt. Image
Read 27 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Aug 11
Last week was historic (sorry - i had to start this thread over because the elong system flaked out)...

πŸ§΅πŸ‘‡ Image
uvix experienced its single biggest volume in history Image
SPY experienced the biggest volume buy since when the banks failed. Image
Read 25 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!

Send Email!

:(