first of all, it’s the ravings of a lunatic, as ALL POSTS on that website are. Second, it’s very badly written, prizing glibness and certainty over a realistic depiction of events.
But broadly translating what he/she/it is saying:
leveraged hot money: hedge fund and trading desk capital moves in and out of investements very quickly, seeking rapid returns - greater than the cost of the borrowed money they are using to invest
rotates: when lots of investors move from one asset to another because of some perceived change in the investing environment it’s called rotation
repo-driven: just refers to one of the methods of financing positions, selling the collateral for cash, with a commitment to repurchase (repo) later at a prearranged price
Greenspan’s alternative currency: gold
decoupling of long nikkei/short gold trade: Nikkei has been seen as a risk-on trade, that would thrive if economic health was good, while gold prices would fall under those conditions, so long nikkei and short gold tended to move in the same direction, but apparently that relationship has changed of late
suck out of 80 billion: Chinese markets have been under sharp pressure, and in order to cover losses, leveraged chinese investors have sold positions, meaning those positions are no longer available as collateral for repo agreements
This is all way beyond my simple mind. What does it all mean long term?
rotates = groupthink and herd activity. Have they ever heard of Buffalo Jump? And a group of lemmings is called a slice.
repo-driven = pawning on a large scale
decoupling of long nikkei/short gold trade = things are predictable, until they are not. Don't be on the wrong side of the change.
suck out of 80 billion = They're using Chinese assets as pawn objects??? Really? And they're going to rely on Chinese courts to make them whole after they're ripped off. Okey-dokey, good luck with that.
If I were a business owner or CEO, I'd try to isolate my company as much as I could from international finance. It makes the old mob numbers game look like an honest play.