pretty interesting what currencies are doing
I think dxy is rising(1) to attack oil (2) Image
And oil doesnt care Image
dont forget - oil production cuts begin in november
and oil = inflation

if oil ++ then inflation ++ and interest rates will have to ++
washingtonpost.com/world/2022/10/…
Massive coordinated currency attack on oil - almost looks like last stand...
@DoombergT Image
Swap #3
This is first time ive seen 3 swaps back to back like this Image
Is it normal for a currency to move 500bp in seconds?
USDJPY just did
Image
Its so cool we have free and fair markets without currency manipulation

This is why capitalism - with american characteristics - is better than china communism with chinese characteristics

American characteristics dont manipulate markets

...oh wait... Image
the games not working on oil so good rn Image
#4
#Swap's Image
Number 5!

#SWAP's Image
All those games in the overnite to drop oil, 5+ swaps, shtfkery every second.

And what does oil do?

Moon.

I can about guarantee a swap at the open or sometime during the day. Image

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More from @frankoz95967943

Jul 24
Lets talk about this.

In the context of trade - follow along - this is about stonk and geopolitics....

🧵👇
US is a net importer - they've been a net importer for decades.

This means US dollars have left america and gone overseas.

So what are these overseas countries going to do with them? Image
Read 59 tweets
Jul 12
Lets talk about this.

I think its important, and I think there are MORE of these that are actively engaged in the stonk market -and the banks do not know what their risks are....

#ShadowBanking

👇🧵
Here is how this scam worked-

Executive summary - he used multiple banks to play market and juice stonk, pumping millions into a single stonk to pump it.

Regulators are not regulating these shadow banks and private equity funds like Blackrock and Hwang

To get that funding, they borrow from banks and they run ETF's

"Blackrock is manging more in assets than the entire GDP of jPan"

If it ever failed it would take down the entire US economy.

Read 25 tweets
Jul 8
Spice thread.
Ive covered this a few times
Thngs are shifting....lets pull some stuff together.

This is the spice - texas tea, black gold....

🧵👇 Image
This is the petro-yuan - spice priced in chinese yuan.
China has the shanghai exchange now Image
- when china's currency weakens? It pulls spice HIGHER Image
Read 41 tweets
Jul 6
A quick analysis of whats going on in the stonk - pulled together.

first you must understand cross border capital flow.

👇🧵
next understand bond yields.

If interest rates go down economic activity expands.

If interest rates go up economic activity slows.

Think about your credit card - if interest rates are 0% you can spend without worry.

Interest rates at 20+%?
You might spend a little less....
It works the same for cars, houses, even whole governments - when rates are hi most countries pull back a little bit on domestic spending.
Read 39 tweets
Jul 3
Story time...
👇🧵
put on a tin foil hat for this one, tho when im done, you will find you dont need it....
Lets say you are the global hegemon and you want to maintain your global dominance....

You realize that the global dominance you once had is under threat

Read 25 tweets
Jul 2
Pre-market commentary
7/2/2024

lets build.

This is the svix.
🧵👇 Image
this is usdjpy vs svix Image
This is oil producers currencies vs svix Image
Read 18 tweets

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