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Monday, June 13, 2022

THE WORLD MELTS DOWN

“Watching financial bubbles go “POP” in real time!”


Welcome to “Monday Meltdown” … I get to my screens right around 4:30 AM

EST, and the first thing I see is the 10 YR. Treasury rate above 3.20% … do I dare

look at the expected carnage? … does USDJPY go up every day now forever?

… can EURUSD bust par? … when does pure panic set in for “Stock Bellies”?

… and finally, do the Lounge Lizards raise rates 75 bps on Wednesday, right

into the teeth of a recession, soon to be depression? … where’s the bottom in

anything?


Coming into today, USDJPY has been UP 10 out of the last 11 trading days

… EURJPY DOWN 500+ PIPS in 3 trading days [so far, it could get worse!], and

with “Stock Bellies” going tapioca, where’s the “risk off” YEN rally

[USDJPY lower]? … and is anybody convinced buying YEN on some misguided

“safe haven” flow bullshit, and putting money in a currency that’s lost 30%+ in

the last 26 months, is a good idea? … why, does that scream “safe haven” to

you?? … why not gold? … can it do any worse than YEN?


These last 2 weeks have been as bat shit crazy [BSC] in FX as I’ve seen in the

last 20+ years, even including the ‘08 financial crisis and the March 2020

pandemic hoax bullshit … quite frankly, we’re in “The Twilight Zone” right now,

and when you’re in here, there simply are no rules … anything and everything can

happen in a heartbeat … “never” is not a word in this universe … the “Vix Genie”

is out of the bottle and she’s very pissed off, having been stuck in that small space

for months and years … now she’s getting her revenge against the central bankers

responsible for this clusterfark we see worldwide … if the public ever truly wakes

the Hell up, these Asshats will be searching for their heads … meanwhile, Biden

will still be blaming Putin … oh, and the economy is wonderful … we don’t have

to wait long, just until Wednesday, where now I read, a 100 bps rate hike is in the

cards with an “outside chance” … talk about laying the groundwork for a

massive rally in risk assets when they don’t deliver the “whisper” number, this

is it! … but if they did? … grab the kids and run.


Since sunup in New York, like a CAT 3 Hurricane that picks up speed and goes to

CAT 5 within seconds [been there and seen it up close & personal with Hurricane

Maria in September 2017], trading has become so disoriented now it’s literally

impossible for the trading algorithm to keep pace with sustained lightning strikes

… everything is getting blown to bits, and the speed & ferociousness of the price

swings in under 2 or 3 seconds is unreal … the trading algorithm simply cannot

deal with this … granted, it can get worse, but when you consider this only

happens less than 1% of all trading days, then you realize there’s no way to

account for the stupidity & panic selling going on in markets … quite frankly,

nobody that is panicked gives a shit about price, just GMTF out! … and don’t

even mention the word “liquidity” cuz there is none … not in anything … you

wanna do a trade, you’re gonna need to pay the Piper, and the bigger the order

the higher the price that’s to be paid … and you can thank the asshole Lounge

Lizards at the FED for pretty much ALL OF IT! … they caused the problem, and

now have no idea WTF to do to solve anything … quite frankly, Spicoli is as

useless & worthless as Biden … both puffs of blowhard bullshit with ZERO

substance … why anybody in their right mind listens to these hacks is

beyond me.


Meanwhile, the 10 YR. Treasury is well past 3.30% and climbing … you want a

depression? … this is how you get one! … and another “meanwhile over in

Japan” moment, expressing what I have been saying for weeks if not months

about “Peter Pan” Kuroda and the YEN, a post over on ZH wondering WTF do

they do now? … the link directly below.


https://www.zerohedge.com/markets/japan-verge-systemic-collapse-dramatic-

unpredictable-non-linearities-financial-markets-bank


I only took one algo buy signal in EURJPY today … TURNKEY PAMM UP

SLIGHTLY … it was right after I got to my screens, and right before BSC trading

conditions took over and made trading just about impossible given the state of

price movements … I mean, seriously FUBAR, as nothing but panic allowed

… quite frankly folks, it becomes very hard to operate trades when ranges are as

high as today, and price swings enormous within seconds, both up & down

… GBPJPY almost 400 PIPS, and EURJPY about 240 PIPS … to be sure, there

were a shipload of signals, but most invalidated by non confirmation of the CCI

… markets moving so fast it just blows through at least 50%+ of the signals, and

in addition, the vast majority of the day saw the HULL 200 EMA hot pink, meaning

quite simply downtrend … that means long trades have got to be scalps, but

when markets move as fast as they did today [before Europe closed], the red

spikes down were nasty in scope at the turn lower … not only does this hurt long

positions, but if you were looking to sell and get short, the “blow through” of the

signal as TEMA went UNDER VIDYA meant you’re selling a red spike lower, and

that’s not something you want to do cuz the fill is gonna be not so good … and if

you’re at Turnkey it will be horrendous … “hey, who doesn’t like volatility? … just

not the kind of meltdown panic seen today … you just don’t want to be in

“The Twilight Zone” when you trade” … tomorrow should be better, but it’ll pick

up again on Wednesday as the FED meeting ends and we find out what the size

of the rate hike is gonna be, along with Spicoli’s comments where most likely he

puts his foot in his mouth … we’ll see … and while I’m tired of “up slightly”, I’m

cognizant of conditions at all times, and go with the flow given me by the market

… onto tomorrow!


… outta here … “The future’s so bright I need 2 pairs of sunglasses 😎😎, and my

own Brinks armored truck” 💓!! … Onward & Upward!!


-vegas




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