⬇️ My Thoughts ⬇️
If you think 🇺🇸USD M2 is bad, look at 🇷🇺Russia's
In 3 years, Ruble DOUBLED in supply. Up by a 100%
How come despite this, Ruble maintained its value in FOREX?
The answer is GOLD, more specifically its expansion in the balance sheet of Central Bank of Russia
It works 🤷♀️
🚨🇺🇸USD M2 Money Supply
⬆️ 790 days to increase M2 by $6.3T
⬇️ 550 days to decrease M2 by $1.1T
⬆️ 500 days to increase M2 by $1.1T
⏯️ QE never stopped, it merely paused
When inflation is blamed on tariffs, keep this in mind
🚨🇺🇸 USD M2 Money Supply is almost back at pre-interest rate increase levels
That QT didn't last after all 🤷♀️
🚨 Financial Stress Index Tariffs Update
Trump/US tariffs so far:
⬇️ Equity valuation down
⬆️ Volatility up
⬆️ Safe assets up
⬆️ Credit spread up
📈 A perfect setup for the increase of OFR's Financial Stress Index
Let's see - it's updated with a 2 day delay
🇪🇺 The best countermeasure that EU can take is swapping US securities for Gold
Gold is inversely correlated with USD. Such a decision can be done today and it will:
1️⃣be a response to the US
2️⃣increase value of EUR
3️⃣minimize consumer impact
Anything else will hurt the economy
🤯 USD/EUR down 3 cents overnight
🇺🇸 An immediate response to Trump/USA import tariffs
This is Bitcoin-level volatility in FOREX
Volatility is a measure of risk. What does this mean for the US Dollar?
🚨 Bitcoin Reacts To US Tariffs:
As expected, a massive BTC sell-off post Trump's tariffs announcement
The price peaked during the speech, and then dumped down more than 6% so far + US dollar index is down
A move away from riskier assets & USD into Gold & foreign currencies https://
🚨 🇷🇺🇨🇳🇪🇺🇯🇵 reacting to US tariffs
The initial FOREX response to tariffs is a net outflow from #USD
US dollar fell against major currencies. The Euro fell against both the Chinese Yuan/renminbi & the Russian Ruble
Interesting, but expected having #RUB & #Yuan gain from this https://
🔴 $BTC, $DXY & $XAU during Trump's tariffs speech
Interesting to observe the negative correlation between Bitcoin & US Dollar Index
Gold wasn't clearly correlated with either. This makes sense - the tariffs lead to uncertainty regarding the reserve currency & central bank… https://t.co
🚨 JUST IN: $87K Bitcoin
This is just a pre-tariffs announcements pump that will sell off once Trump speaks in a few hours, right? 😁
🚨Trump's Tariffs Update - 🇨🇳, 🇯🇵, 🇰🇷
Not only tariffs are tanking the US economy, but their strongest partners are looking elsewhere
Unsurprisingly, Asia will find other buyers for their products - they have the upper hand, not 🇺🇸 or 🇪🇺 - a result of perpetual import deficits…
🚨Update on Ethereum shorts:
Latest data shows that institutional investors reduced their short exposure by ≈60%
Not necessarily bullish - a lot of it is taking profits from the record net short positions
+ $1900 is a key weekly support level for #ETH, so a rebound is normal
📉 S&P 500, Motor Industry, NASDAQ, Bitcoin - all down
🥇Meanwhile gold hitting ATHs: http
🇺🇸 So the car tariffs are also inflationary
USA cars get credit incentives, by making interest payments tax deductible
So this means more expensive cars + more credit availability for them
You can't make this up 😳
🎉 Congratulations to the American consumer who now has 2 options:
1. Pay 25% more for the car they want
2. Pay <25% more for a lower-quality domestically produced car
+ The income tax is here to stay ✌️
And you thought the Biden administration was doing questionable moves 😂 htt
Architecting your balance sheet around highly speculative & volatile instruments is a good idea, until it isn't 💖
Although with 0% coupon the burden here is mostly on the investor 🤷♀️
The stock market is starting to resemble a casino more every day…. http
✅ It's confirmed
You can now fully automate niche meme pages
With carefully crafted prompts and context it can generate a lot traffic and organic engagement
Today, I asked GPT-4o to create a meme about vibe coding
But you may need to be an AI language model to understand it 😳
The new GPT-4o image generator is cool, but who else thinks that in the next week or so some open-source Chinese model will it to dust? 😂🇨🇳
You can probably already find something close to it on huggingface
🤯 GPT-4o new image gen is surprisingly good at generating comics & memes
Here's an xkcd style webcomic about vibe coding ⬇️ http
Do you face the same philosophical issues with your cat?
I don't think she sees the irony 😡
