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Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
@frankoz95967943
Oct 26, 2022 • 15 tweets • 5 min read • Read on X
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All this matures this friday.
Tin foil hat time - swiss banks own a LOT of us equities.
so they took a loan and bought tons of bonds.
This causes dxy to weaken yields go down, stonks go up, giving swiss a chance to dump equities.
then they repay that loan on friday.
further evidence - notice how the usdcnh lines riiiite up with the 30y....

buying bonds will weaken usd, moon stonks.
now swiss own bonds.

next they unload the dogshit (tech stonks) all day to anyone who will buy them.

How did swiss know earnings would be bad??
🤔
Still buying bonds in the after hour?
@SantiagoAuFund this is how the dxy member states have mitigated the dollar from hitting the stratosphere?

Each takes turns buying US treasuries - yesterday was a nice touch since the bond market is somewhat illiquid to handle such a huge demand right at the open?
You wanna see this visually?

Ok -
1) dxy relative to oil kinda tracks & falls below relative price of oil

2) oil tracks close

3) swiss buy 11B in bonds weakening dxy (that the swiss line) - stonks moon. Now relative to oil DXY a LOT weaker than oil.

So now rates++=big oil--
This prob why DXY has stayed relatively calm & in a trading range vs going to 120 (or higher) - these swap games and CB $ games - Swiss one is the one I caught - im sure there have been others more sneaky

Dxy going up or down like tue / swaps are the tell.
#CurrencyManipulation
The goal is to get dxy (purple) WEAKER relative to oil w/o mooning oil.
They achieved their goal

I imagine they might make it a little more weaker before they begin to hammer the oil market again.

So then, DXY++ (110/109 level) will mean oil-- RELATIVE to new low dxy
And what has all this swapping and crazy stuff done to other currencies lately?

Quite a bit
Red (usdchf - the swiss) tend to trade places with dxy

Rn dxy (purple) very weak, and usdchf very strong

strong dxy = weak stonks
So preparing for a swap or a slow fade today?
q's are ignoring dxy and trying to follow 30y yields
What the swiss did during opening market (1- buy bonds) today they did during the overnight (2)
its why dxy is down this morning.
CHF is continuing to buy bonds this morning
(1,2)
Its causing disruption in currency (4)
which is causing qqq's to rally (3)

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More from @frankoz95967943

Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Jul 26
This is how the vix works - here are bond yields.

When the blue line goes up?

It means interest rates go up - you pay more to borrow money for a house, car, boat, etc

Notice these 3 spikes
👇🧵 Image
Here is the vix overlay

see how the vix spikes right along with the spikes in interest rates?

Sudden moves in interest rates cause the vix to go nuts. Image
Who owns most of US debt?
jPan.

Here is USDJPY overlaid in yellow

On this chart when the yellow line goes down, jPan got weaker cause they sold US bonds.

Notice the correlation at 1,2,3.

Shown clearly. That sudden higher bond yield caused a spike in the vix.

And when they sell US bonds US bond yields go up.
jPan owns amercia.Image
Read 62 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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

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