The Final Reckoning - A Nation Consumes Itself
🧵👇

I study the vix, geopolitics and currencies - trying to make sense of what is actually happening in the context of sound bites we get here or there from government.

Its hard to paint an actual picture from a single sound bite or news article.

But when you put them all together you paint a tapestry - some call it a masterpiece - others call it a dystopian hellscape.

For each point I will try to include a relevant news topic.

Lets begin.
The U.S. is not just struggling; it's in a death spiral.

Driven by hyperinflation & desperation, the government is making choices that solidify its descent into kleptocracy and civil breakdown.

Here’s the terrifying truth that is unfolding
Crypto: Not Innovation, But Capitulation.

The government, facing a worthless dollar, is now frantically trying to contain crypto by regulating it into the banking system.

This isn't forward-thinking; it's a desperate attempt to co-opt the flight from fiat before total loss of control.

Its an admission the dollar is no longer a store of value which is pretty damning for a government to turn against its own currency like this.

#DeDollarization #CryptoControl

abcnews.go.com/Business/geniu…
Codifying new "assets" into government function is an admission its own currency isnt plausible anymore
Even the buffett has weighed in :

“We wouldn't want to be owning anything that we thought was in a currency that was really going to hell, and that's the big thing we worry about with the United States currency,” he said candidly.

Here’s why the Oracle of Omaha is getting anxious about the future of the greenback.
Dollar’s decline

Buffett’s concerns about the value of the U.S. dollar stems from his observations of the government’s spending under President Donald Trump.

Despite the Trump administration’s efforts to curb spending, the government spent $200 billion more in the first 100 days of Trump’s term than in the same period last year, according to CBS News analysis of U.S. Treasury data.

finance.yahoo.com/news/warren-bu…
The Fed's Dogma: "Framework" Over Survival

Despite runaway prices, the Fed clings to a defunct "framework."

Their refusal to adapt to the real-world suffering means they will continue policies that guarantee the dollar's annihilation, prioritizing a nominal façade over the lives of millions.

#FedFailed #Hyperinflation

aier.org/article/rethin…
The VIX Lie: Market Illusion

While the VIX seems "calm," this is manufactured.

The government must suppress any sign of panic to prevent total capital flight.

It's a thin veneer over a roaring inferno, ensuring a more violent collapse when it finally breaks. #MarketManipulation #FinancialCollapse

m.economictimes.com/markets/stocks…
Any one who has followed me for any length of time has heard me say "Israel supports US equities" - they have no ethics or morals, and are not bound by US laws.

They are a natural ally to manage volatility, in exchange for bombs and bombing runs against their sworn enemy
Housing Apocalypse: Frozen & Worthless

The housing market is dead.

Inventory piles up as hyperinflation makes any transaction impossible.

For most, homes are now worthless in real terms, and an inescapable debt trap. #HousingCrash #RealEstateApocalypse

realtor.com/research/may-2…
Worse yet - the burden of owning a home is explosively higher - with no relief in site.

wsj.com/economy/housin…
New Homes: The Graveyard of Dreams.

New home sales are collapsing, leaving a wasteland of half-built structures.

This isn't just an industry dying; it's the systemic destruction of jobs & wealth, showing how fast the real economy vanished.

#EconomicCollapse #Unemployment
census.gov/construction/n…

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More from @frankoz95967943

Jun 26
This is beef.

Since covid its up nearly 175%

Many of you eat hamburger and madonnas.

This is why madonna's is no longer affordable.
👇🧵 Image
Here is mcdonna's vs beef

"Oz - they didnt collapse with beef going up??!"

correct.

And there's raisons.... Image
Enter currencies - zimbabwe'ing the currency has implications for the underlying

when u c it Image
Read 15 tweets
Jun 17
Lets build.

This is my calculated vix.
The higher it goes the higher the vix should be.

👇🧵 Image
It is a function of bond yields.
Bond yields SLOW the markets down.
Its MORE expensive to borrow

The west runs on finance- price of debt (the yield) matters a lot, just like it matters to you when you buy a car a house or put chipotle on credit. Image
Zoomed in on right side Image
Read 42 tweets
Jun 17
A while back i calculated what the vix SHOULD be based on yields.

(1) you can see clear correlation
(2) it broke but the peaks still match
🧵👇 Image
The vix is a function of bond yields. Image
Read 9 tweets
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
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
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

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