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Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
@frankoz95967943
Feb 14, 2023 • 10 tweets • 3 min read • Read on X
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#TheLongView

Pay attn to scales - some are inverted.

Notice the spread btw svix and q's now vs what it used to be... Takes a LOT more to pull markets higher (but svix is used to crush oil...)
🧵👇
Weird inflation measure - gold/platinum - its higher
Net liquidity
Global bond yields are higher
US 30y is higher (inverted scale)
USDJPY
The grand poobah that controls it all
JPYCAD - the manipulation machine
EURCAD
JPYEUR
JPYCAD
spy
Dont forget - $AAPL missed earnings...

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More from @frankoz95967943

Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Jul 12
Lets talk about this.

I think its important, and I think there are MORE of these that are actively engaged in the stonk market -and the banks do not know what their risks are....

#ShadowBanking

👇🧵
Here is how this scam worked-

Executive summary - he used multiple banks to play market and juice stonk, pumping millions into a single stonk to pump it.

Regulators are not regulating these shadow banks and private equity funds like Blackrock and Hwang

To get that funding, they borrow from banks and they run ETF's

"Blackrock is manging more in assets than the entire GDP of jPan"

If it ever failed it would take down the entire US economy.

Read 25 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Jul 8
Spice thread.
Ive covered this a few times
Thngs are shifting....lets pull some stuff together.

This is the spice - texas tea, black gold....

🧵👇 Image
This is the petro-yuan - spice priced in chinese yuan.
China has the shanghai exchange now Image
- when china's currency weakens? It pulls spice HIGHER Image
Read 41 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Jul 6
A quick analysis of whats going on in the stonk - pulled together.

first you must understand cross border capital flow.

👇🧵
next understand bond yields.

If interest rates go down economic activity expands.

If interest rates go up economic activity slows.

Think about your credit card - if interest rates are 0% you can spend without worry.

Interest rates at 20+%?
You might spend a little less....
It works the same for cars, houses, even whole governments - when rates are hi most countries pull back a little bit on domestic spending.
Read 39 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Jul 3
Story time...
👇🧵
put on a tin foil hat for this one, tho when im done, you will find you dont need it....
Lets say you are the global hegemon and you want to maintain your global dominance....

You realize that the global dominance you once had is under threat

Read 25 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Jul 2
Pre-market commentary
7/2/2024

lets build.

This is the svix.
🧵👇 Image
this is usdjpy vs svix Image
This is oil producers currencies vs svix Image
Read 18 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Jun 29
A quick thread about reserve currency status.

.

Please take a minute and commit this to memory - its going to be important to you in later life.

And im gun explain right here why and how US is losing its grip.

🧵👇 investopedia.com/terms/r/reserv…
Image
Digested and simplified - there are 2 critical components of reserve currency:

1) most trade is done in that reserve currency
2) most money is stored in that reserve currency

Right now, its the dollar.
And the store is US treasuries.
Any country thats wanted a seat at the international trade table must store foreign exchange reserves in dollars. But they want some return for their investment so they buy US treasuries.

If you look at trading economics, look at FX reserves for any given country.


Because most trade is done in dollars its easier to just store dollars in US treasuries. You sell treasuries for dollars when you need them.tradingeconomics.com/country-list/f…Image
Read 24 tweets

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