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Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
@frankoz95967943
Feb 4, 2023 • 21 tweets • 6 min read • Read on X
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#RATIOs

$SVIX is a currency is my theory - lets express some key indexes and commodies in $SVIX pricing

1D chart
4h chart
1h chart
30m chart
5m chart
when u c it
1D chart
@SantiagoAuFund
30m chart
global indicies
global bonds*currency
weekly chart
globalbonds * currency
1D chart
4h chart
1h chart
30m chart
5m chart
plopping thew q's on there for giggles
q's are inverted, 2h chart
q's still inverted, 45m chart
q's inverted, 30m chart
q's inverted, 5m chart
q's inverted, 1m chart
So now that everything is synched across the globe like this - the black swan event in my eye is some sovereign has a crisis - there are so many swaps, intertwined financial system would lead to chaos everywhere, all at once?

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More from @frankoz95967943

Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Aug 11
Last week was historic (sorry - i had to start this thread over because the elong system flaked out)...

🧵👇 Image
uvix experienced its single biggest volume in history Image
SPY experienced the biggest volume buy since when the banks failed. Image
Read 25 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Aug 10
This is the US dollar.

US produces dollars, oil, pr0n, movies, weapons and global conflict. There is no culture other than worship of the super wealthy.

jPan controls the finances and jEws control the politiq.

The people can legally squabble online but their opinions dont really matter too much.

👇🧵Image
Last week global conflict exploded when Israels continued massicre of the Palestinian people continued with a targeted hit on a Hamas leader.
nytimes.com/2024/08/01/wor…
This caused volatility in US stonk to explode.
UVIX is 2x long duration vix. Image
Read 49 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Aug 6
I am just a market plumber - i try to understand why the market does or does not flush.

Past couple days have been nuts, right?

Lets dig in....

This is the uvix.

it is 2x long long dated vix futures. On the open today it was up nearly 100%.

👇🧵 Image
Sounds impressive, right?

Not really.
Lets zoom out....

Here's the same instrument zoomed way out.

The central planners have absolutely hammered uvix since it was created.

Long dated options premium has been decimated.
Holding any option in the future has been a losing bet.
And this is why.Image
I've tracked the UVIX and SVIX for a long time.

Im old enuf to remember when UVIX was over 30.... Image
Read 66 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Jul 28
Continuing....

Cutting rates now will weaken the USD vs basket of currencies.

It will also make US debt less competitive on the planet - im not so sure thats something the central planners want.

🧵👇
Lets look at some commodities thru the lens of the svix.

Starting with corn.

svix is inverted - ive covered this a few times.... Image
And in blue - corn divided by svix

Vix crush whacks commodity prices.

You can do this with any commodity thats produced in US. Image
Read 22 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Jul 27
Lets talk about this
🧵👇 Image
The math:

(20-TVC:VIX)*(28-BATS:UUP)*(TVC:US30Y-TVC:US05Y)*100

This takes the vix, subtracts currency*liquidty (yield spread)
Turns out - if you mess with the strength of the dollar on a consistent day over day basis you can flatten the vix.

A weak currency = vix crush

So lets take Friday 7/24 as an example...
Read 102 tweets
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

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