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

Apr 1
In a currency war, you win by out "devaluing" your currency vs your trading partner.

You do this to gain market advantage - your products become CHEAPER than your competitor, killing your competitors industry.

The white line is china - when the white line goes up (9 of them) china devalued.

Notice that giant plunge near #4?

Notice the yellow line - thats global liquidity - and its inverted - so you can clearly see central bank interventions and its impact on the chinese currency.

G7 loaded up on debt, and out china'ed china....

Lately they stopped - because inflation now is raging.
🧵👇Image
Remember - currencies are a RATIO.

So when chinas currency goes up on this chart - it gets WEAKER relative to USD.

Which means the USD gets STRONGER.

Stronger USD = bad for US exports, particularly to china.

It means China wins global trade vs US because everything is so cheap.Image
Tariffs equalize trade and offset this nonsense.

Tariffs make this cheap chinese export due to currency games less competitive.

US cannot control what china does, but it can control what it imports from china.

theguardian.com/us-news/2025/a…
Read 49 tweets
Mar 31
Lets build -this is a short one, but if you been following a while, you know my view that the vix has been sanitized thru currencies (and suppressed)

Here is tech stonk - ndx.

🧵👇 Image
add uvix - now a 1:1000 instrument after all the reverse splits - used to suppress long dated vix premium.

Uvix was launched 3 years ago to this day, 1 month after the poot invaded ukraine.

I firmly believe its a war powers entity designed to protect the stonk market. Image
Oil producers currencies.

On this chart - purple down means their currency got VERY strong relative to mexico (I use mexico to remove USD influence)

Notice the correlation to stonk..... Image
Read 23 tweets
Mar 24
Lets build.

This is the vix.

I am drawing it mid page for a reason - and you will see why shortly.
🧵👇 Image
This is dxy and the vix.

No, the dxy is NOT the dollar - dxy is a "basket of currencies" mostly made up of the euro-pee

2nd chart zoomed in - notice the drop in dxy is associated with drop in vix - so what happened? Image
Image
The green line is the euro-pee
2nd chart zoomed in - do you see it?

Theres all this talk "money goes home" which is true, but not for the reason people think....

It was to bring down that vix thru currency channel - green line down, EUR stronger, USD weaker.

usd weaker - vix--

make sense?Image
Image
Read 19 tweets
Jan 25
Remember - central banks do not take losses.

Thru the wizardry of "legal accounting definitions" losses are called "deferred assets"



🧵👇 federalreserve.gov/pubs/feds/2013…Image
In 2011 the federal reserve began to be an activist / interventionist organization.

For the first time ever they started having some excesses and they would send "remittances" back to the US treasury.

Something happened during covid..... Image
The remittances started under the Bernank.
Read 35 tweets
Dec 21, 2024
This is the dxy.

it is not "THE DOLLAR"

DXY is a basket of currencies heavily weighted and skewed towards the EURO.

This is a vix and currency thread.
👇🧵 Image
Here is the vix - notice on the left that as the DXY went up the vix began to follow and was suddenly kneecapped in march 2022?

Thats when UVIX and SVIX were launched.

But everytime the DXY spiked you got a spike in the vix

Verticle dotted lines show a few of them. Image
Enter my calculated vix.

I modeled the vix to see where the vix should be based on yields.

Notice again the detach as of march 2022

1/(BATS:HYG/(BATS:UUP-(1/(TVC:US30Y*5+TVC:US20Y*4+TVC:US10Y*3+TVC:US05Y*2+TVC:US01Y)*100-FX:USDCAD*100)*100/2)*10000) Image
Read 46 tweets
Nov 29, 2024
This is a currency thread.

And for many of you, this will answer a LOT of questions....

I am going to start very slow and basic - by the time im done you will be a currency expert.

👇🧵

en.wikipedia.org/wiki/Supply_an…Image
Lets explain this simply.

CocaCola.

CocaCola company produce lots of cocacola expecting holiday demand. They double production.

And lets say the demand didnt materialize - economy bad, people lose jobs or whatever.

What happens to price of cocacola?

It goes down.
Now take the inverse.
Cocacola - UNDERPRODUCES - expecting holiday demand to be very low so the market is UNDERSUPPLIED with cocacola.

But government decide to give everyone free digital money that can only be spent on cocacola.

What happen to demand? Explode higher.
Price moon.
Read 55 tweets

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