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Expound the profound -Kaopectate is for Bank Runs Profile picture
@frankoz95967943
Apr 15 • 9 tweets • 4 min read Twitter logo Read on Twitter
I want to talk about this
#FINANCE #MILITARY $OIL #GEOPOL #MULTIPOLARITY
🧵👇

dailyreckoning.com/the-worlds-abo…
@POTUS has a looong history of carrying a big stick only to have it turned to sawdust.

#IRAQ #AFGHANISTAN #SYRIA and now #Ukraine

Everything this guy touches internationally turns to shit

Name one international event that Biden part of that turned out good?
He is an aweful diplomat - the SPR was created to help buy time for america in the event of an extreme oil shortage like what happened in 70s.

What did Biden do with that time? He continued to piss off oil producing nations, and THEN opened up a new front of war with RUS.
Not only did he drain the SPR, hes now drained reserve stockpiles of ammunition and weapons from US and NATO countries around the globe.

I get the argument "this was all the old stuff" - ya - you go to war with the equip you got not the shit you hope to have
Those stonkpiles are there to counter a rising super power....like china.

But heres where i think we got a real problem - if UKR does fall - and it certainly looks like its about to - will Biden back down?

"As long as it takes"

That tells me no.
So when are NATO troops going to start going into UKR to fight on the battle field?

Cause thats whats next.
Wars are usually fought about resources
And the worlds resource of oil supply is low
(plenty of oil out there, but OPEC says "NO SOUP FOR YOU")

Biden is being punished.

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More from @frankoz95967943

Expound the profound -Kaopectate is for Bank Runs Profile picture
Apr 17
Has the vix structure changed in a way that its now nothing but the arb btw cross border interest rates?

The carry trade has moved far beyond jPan?

TVC:CH30Y-TVC:US30Y+TVC:EU30Y-TVC:US30Y+TVC:GB30Y-TVC:US30Y Image
here is same thing, except 5y Image
30y vs 05y Image
Read 6 tweets
Expound the profound -Kaopectate is for Bank Runs Profile picture
Apr 16
How to win Taiwan without firing a single shot - USA edition...🧵👇
Step 1 - offer every Taiwanese citizen American citizenship; the right to vote, access to entitlements, etc.
Step 2 -engage the global catholic church-let them help fund religious expansion in Taiwan -they love this kinda stuff. Encourage them to set up schools to indoctrinate.

As a reward, give religious leaders access access to Taiwanese pubescent boys.

The $ will flow like water
Read 6 tweets
Expound the profound -Kaopectate is for Bank Runs Profile picture
Apr 15
Green.

Its the new black.

You wanna be green? Cut carbon emissions? Save the planet?

Ya - lets talk about this for a minute.
🧵👇
you wanna be green?
Stop having babies. Image
Read 11 tweets
Expound the profound -Kaopectate is for Bank Runs Profile picture
Apr 15
CMBS - ima gun give you some history lessins....

reuters.com/article/uk-usa…
🧵👇
swfinstitute.org/news/96658/wew…
commercialobserver.com/2023/01/wework…
Read 8 tweets
Expound the profound -Kaopectate is for Bank Runs Profile picture
Apr 15
What is the value of anything if the value of your currency is zero?

For example, a coat made in china you buy at walmart.

If your currency value dropped by 90% then that 200$ coat would now cost $2000

That's the power of currency.
And the CB's control this.
🧵👇
So lets look at what the dollar has been doing -$UUP is the dollar.

Its weakest point was in Jan 2018 and strongest in Oct 2022.

In Oct2022 is when you wanted to book future flights overseas, buy a foreign made car, or that $200 coat was bigly on sale. Image
So since Oct, the dollar has weakened a bit.
This has implications on stuff made overseas and imported into USA.

So stuff you see in $WMT is going to be a little more expensive now b/c most wmt supply chain is overseas.

Its why u go to wmt & every week u pay more and get less. Image
Read 41 tweets
Expound the profound -Kaopectate is for Bank Runs Profile picture
Apr 3
++oil = ++ currency (normally)
++currency = ++VIX

with CB involved - they dont WANT ++VIX

because this creates speculation which can crush stonks and moon commodities like oil.

What CB wants is a QUIET market - like sedating a patient for surgery.

$SVIX vs $OIL vs $UVIX
🧵👇
If the patient wakes up mid surgery (aka OPEC cut) - you need quick put them back to sleep.

$SVIX and $UVIX crush options - doesnt matter if its a put or a call.

No theta for you - only delta - THEN they crush the dollar...thats why we get stupid rises in market on nothing.
Read 5 tweets

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