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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
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

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More from @frankoz95967943

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
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Apr 21
If i didnt leave america when i did I would have never understood the global trading system or currencies.

You benefit from my knowledge as I share what I have learned.

This is more of that.

This is a currency thread.
👇🧵


Globalization has been a disaster for the american worker.

Globalization has ONLY been enabled thru currency manipulation by US trading parterners to create an inequitable trading balance, which puts massive downward pressure on US wages and jobs.federalreserve.gov/boarddocs/spee…
Yes, your shoes and clothes cost a little less - but the people in US who used to produce those products are now "public charges" and a burden on the American social system.

Not everyone can "learn to code" or be doctors or engineers.

Many honest folks just want to clock in, make money, and go home.
Read 86 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Apr 19
So i was thinking - "man, the euro sure did change in value quite rapidly. EU cant afford to buy back that debt like that....this was an external state actor....

I wonder who that could be?"

To explain, if you earn USD and you live in EU?

Life right now sucks.
🧵👇 Image
if you are a europee and you wanna go vacation?

The world is your oyster....especially asia.

You can buy a LOT in asia.

Currencies are pairs, or ratios.

2nd chart EURVND is inverted - again proving my oint, currencies are pairs.

You get nearly 30000 vnd for 1 of your europees.Image
Image
But i wonder "who the fuck dumped EUR debt to do this". Either the ECB bought back debt (they cant) or someone international said "Fuck this im out"

Something happened March 4th that spooked the EU bond market.

Probably rate cuts. Image
Read 10 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Apr 18
This is the vix.

👇🧵 Image
The vix is a MAJOR component of the EU$ system.

This is the formula for the EU$.

I have to invert the vix for you to see the correlation clearly.

(FX:USDJPY-1/CAPITALCOM:OIL_CRUDE*2)/FX_IDC:USDGBP/(FX_IDC:USDEUR*0.576)/(TVC:VIX*0.000001)/24000000 Image
The EU$ is made up of oil, interest rates, currencies and volatility.

Every single component of the EU$ is actively managed by central banks.

Here is the vix, vs SPY, vs the formula (green)

2nd chart zoomed in.

My EU$ formula models the market with greater than an r2 of .96 Image
Image
Read 36 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Apr 18
The US is going to ban Chinese ADR's.
Its coming.

Trump needs more leverage, and this will be part of that leverage.

In prior administration he already started the process...he's going to cut china off from US capital markets completely.
🧵👇 Image
What the hell is an adr?
sec.gov/investor/alert…
You can easily find them in finviz.com
just go to filter and select ADR

finviz.com/screener.ashx?… Image
Read 27 tweets

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