US Dollars

From Last week:

It’s USD, USO, GSG, DJP vs SPY, Copper, SLV, VNQ

(easy pair trades if you know what you are doing)

Here are the results.

What to watch:

• If the dollar gets a bid (which it should), then equities will stall.

  • The same pair trades exist as last week but equities are overextended a bit

• China reopening & their surprise policy shift Story Here

• This SBF situation is an incredible LEHMAN 2.0 story.

  • Contagion is about to get real.

Rumor has it: back in October Crypto.com sent 320K ETH to Gate.io to help them show "proof of reserves" and then Gate sent 285K ETH back….

BOTH ARE MOST LIKELY INSOLVENT

Below was the immediate reaction to last week’s CPI.

USD down 4.16% on the week. Higher USD = Risk-off Equities

Copper vs Gold: A widely used risk-on indicator that is still making a move to the upside. China unexpectedly eased covid restrictions, sending commodities across the globe soaring.

Return always wants its risk payment. NOT INVESTMENT ADVICE.