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Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
@frankoz95967943
Jan 4, 2023 • 10 tweets • 4 min read • Read on X
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Crude is $3.24 away from the magic $70/bl to fill the SPR. Image
How did the CB's pull this off?

Look closely.... Image
Zoomed in a little... Image
Adding EURCAD
and zooming in again
#Swap'dee #Swap #swap Image
adding $SVIX
They swap to store energy in currencies, then they unload woop ass on oil to crush it
$SVIX is used as painkiller for markets so they dont feel a thing. Image
Im pretty sure the gamers are fanz of godzilla, eat sushi, and have black hair. Image
And I think this is correlated - i dont understand how, but somethin tells me jPan is scrambling to please Uncle jPow.

bloomberg.com/news/articles/…
I was sniffin around currencies and saw this....

thats a pretty big move for a country that specializes in cheese with holes.... Image
If i understand this correctly - dxy states
sold US / Canadian bonds every day
(1,2,3,4,5)
THEN SUDDENLY AND ALL AT ONCE
bought every bond they could get their fingers on...and esp during the overnight and 2 sessions post... Image
Zooming out - so you can see just how massive that currency move was...

when u c it.... Image

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More from @frankoz95967943

Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
May 5
Currency fiddling.
Pegs.
Making your currency artificially weaker -

This is all great when you are attempting to game the system.

Until one day it blows up in your face.

👇🧵 Image
I have an open quiz, go ahead and take it before moving forward - cause its important to understand the game....
So what happened to TWD?

well, the game is "make our currency weaker so we can export more"

This has been going on a long time - they arent the only ones doing this.
Read 48 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Apr 23
Its wednesday.

Lets break your brain again.

This is a currency thread.
🧵👇
This is complex, so clear your mind, get some coffee and relax.

You are in charge of a country call it "MyCountry" with a currency called "Denaro's"

In the past you invested heavily to build your factories and vities to make things as efficient (read low cost) as possible.
Now you want to increase trade.

What do you do?

You weaken your currency - now, your products compared to the world are cheaper than anywhere else.

Your orders explode.
Read 59 tweets

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