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
Jan 4, 2023 • 10 tweets • 4 min read • Read on X
Scrolly
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

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

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
Apr 14
This is a currency/trade/capital flows thread.

Stay with me - you will like this, but its complex....

Genomics is the study of DNA, and the RELATIONSHIPS (pay attn to that) of those genes and how they interact with each other.

👇🧵
DNA is like the instruction manual for building that castle. It tells your body how to grow and what it should look like. It's like a super long, twisty ladder inside tiny parts of you called cells.
Genes are like the special LEGO bricks in the instruction manual. Each gene has instructions for a specific part of you, like your eye color or how tall you might grow.
Read 19 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Apr 12
There is a different way to look at the US that very people think about.

Namely, the flow of $$ from US out to the planet

When the world sends USA cheap goods, its not just deflationary,but its also massively beneficial to foreign asset h0dlrs.

This is a currency thread
🧵👇
So first of all, understand trade.
US prints money, lends it into existence in US.
People use that $$ and buy stuff, usually from abroad.

They send us cheap crap, we send them worthless pieces of paper.
Its what they do with that cash is whats important.

Do they:
a) buy us Equities?
b) buy US debt?
c) lend it to other nations who need dollars?

Most countries internally do not use USD.
Read 54 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Apr 6
Lets build.

This is the US02Y bond yield.

As yields on this debt instrument goes up?
The cost of borrowing goes up.

So when that green line goes up your credit card, variable mortgage, new car loan interest rate, student loan, all goes up.

The orange line is the SPR

🧵👇 Image
the 2y going up is NOT bullish....but it can be FAKED to MAKE it bullish.

The US did 2 things:
a) print a FUCK ton of money to sell to the world to devalue its currency
b) fucked with the vix

here is b) Image
and here is a)

The whole point of this was to devalue its way out of trouble.

Its also why you can no longer afford groceries and why your job is going overseas.

When covid hit the govt had the excuse to intervene (1)

But then they just couldnt stop spending.... (2) Image
Read 8 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
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

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!

:(