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Optimus
23.2K posts
Optimus
@Optimus7
Which of the favor of your Lord are you going to deny? Political Atheist. I see things as they are not as I want them to be.
Katılım Ocak 2013
602 Takip Edilen1.2K Takipçiler
This page is one of the most desperate manipulative ones out there
First Squawk@FirstSquawk
OIL FALLS AMID PROSPECTS OF POTENTIAL U.S.-IRAN PEACE DEAL-WSJ
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@Optimus7 @EvanAKilgore American boomer generation is stupid. They will fuck up everything for the future generations. They must feel the pain of this Jewish President!
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MAGA grifters told me gas was going to be $2.00 by now.
They told us gas would be $1.50 a few months after capturing Maduro.
They told us gas prices would be $2.50 again "within weeks" after attacking Iran.
Gas is still $4.29 where I live.
I'm tired of being fu*king gaslit.
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@eichof01 @EvanAKilgore You don't need double digit, let it rip to 7-8 dollars and Americans will be coming for the politicians throat, they are already suffering with high food and living cost.
Around 50% of Americans don't have any emergency savings, now add energy and other rising prices to it.
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@great_martis Martis, is there a possibility that we see a more than the 30% predicted dumb due to violent unwinding and deleveraging?
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@PriyamCharts @leadlagreport Thank you… will read the linked post too. 🫡
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Every time USD/JPY pushes back to 160, the MOF buys yen and sells dollars to push it back down.
But the market knows this. Speculators keep selling yen, forcing repeated interventions- each one drawing down Japan’s reserves.
Japan has roughly $150–180 billion in immediately available reserves for intervention. The market doesn’t have that constraint.
Eventually either the BOJ raises rates enough to make holding yen attractive, or the market overwhelms the intervention.
Covered the full mechanism in my thread today - carry trade, BOJ hiking cycle, and what it means for global markets.
x.com/priyamcharts/s…
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@PriyamCharts @leadlagreport Why does it cost more to defend the yen each time?
Please can you explain.
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160 is the battle line. MOF has spent over $62b billion defending it twice already.
The question is whether intervention buys time or the market just keeps pushing. Each time the yen weakens back to that level it costs more reserves to hold it.
Covered the full USD/JPY setup today. 👀
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Calm down. Massie is winning by at least 60%. No doubt in my mind.
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@iluminatibot They already understand yet ear complacent.
Nothing happens by knowing the truth and not standing up to it.
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Receivables that looked harmless during the boom can become the first warning flare when demand cools. The income statement usually smiles before the balance sheet starts coughing blood.
$NVDA
The Coastal Journal@1CoastalJournal
$NVDA Q1 Earnings Preview Get up to date analysis on Nvidia to include: -Valuations: PE vs FWD PE -PS highest level ever ? -Market Cap Insanity -What is Wall Street pricing in via the options market and more here: open.substack.com/pub/coastaljou…
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