Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Jun 26 β€’ 15 tweets β€’ 5 min read β€’ Read on X
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.
πŸ‘‡πŸ§΅ 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
It also hits commodities
Zoltan is an idiot btw... Image
But thats not all - the US - being worlds reserve currency - can play games with money supply.... Image
While at the same time, fucking with how commodities are priced (commodities are priced partially in uvix.... Image
and partially in jew.... its why we support genocide and commit international law violations bombing sovereign countries we are not at war with) Image
Now lets reanalyze madonna's using same alternate pricing mechanisms....

The madonna vs the madonna priced in pee Image
Image
The madonna priced in uvix Image
The madonna priced in jew Image
The beef vs the madonna final charts for comparison Image
Image
The problem with money printing to solve all your problems - it destroys the lower classes.

The lower classes are well over 60% of the economy.

There are LIMITS to currency devaluation.

But the political economic cycle is VERY real
cepr.org/voxeu/columns/…Image
Image
Image
Image

β€’ β€’ β€’

Missing some Tweet in this thread? You can try to force a refresh
γ€€

Keep Current with Expound the profound-Cut'n thru bs 1 layer @a time

Expound the profound-Cut'n thru bs 1 layer @a time Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @frankoz95967943

Jun 25
The Final Reckoning - A Nation Consumes Itself
πŸ§΅πŸ‘‡

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…
Read 11 tweets
Jun 17
Lets build.

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

πŸ‘‡πŸ§΅ 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
πŸ§΅πŸ‘‡ 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.

πŸ‘‡πŸ§΅ 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.
πŸ§΅πŸ‘‡
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.
πŸ‘‡πŸ§΅


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

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(