Markus Koch

RT @Convertbond: Bonds - Veto Power over the White House. https://t.co/bwJaLJjGz1

RT @WinfieldSmart: Mag 7 valuations are at their lowest levels since January 2023, pending new earnings guidance https://t.co/lzDDGLaato

RT @LanceRoberts: #Equity positioning is now at decently low levels. While such doesn't mean THE bottom is in for the #market, and a retest…

RT @bespokeinvest: Here's a look at average annualized returns for the S&P 500 versus gold over the trailing 10 years. https://t.co/Nt1nBQz…

RT @biancoresearch: Bloomberg Economics updated its estimate of the average US tariff rate today. They now estimate it is 20.4% above last…

RT @MenthorQpro: Hedge funds have been net selling US equities hard in 2025—short flow (red) accelerating while net flow (black) plunges ne…

RT @Barchart: Warren Buffett is sitting on enough cash to buy 476 companies in the S&P 500 👀 https://t.co/QQv0NLkxAm

RT @bespokeinvest: Here's a look at the six-month price chart of $SPY. 50-DMA is set to cross below a declining 200-DMA. Needs to gain…

RT @michaelbatnick: Who Are You Listening To? https://t.co/TEXnUnN7u8 https://t.co/mAWO51euZM

RT @DanielTNiles: This past week, President Trump exemplified the quote by John Maynard Keynes: "When the facts change, I change my mind. W…

RT @jburnmurdoch: NEW 🧵 The number of people travelling from Europe to the US in recent weeks has plummeted by as much as 35%, as travelle…

RT @i3_invest: Following the recent events, It’s pretty clear to me that we’re already in a completely new market cycle. Right now, equity…

RT @MikeZaccardi: GS: China was the largest gold buyer and accounted for 50 tonnes in February https://t.co/ma8wVjwZ7c

RT @RayDalio: Do you get that the monetary order, the domestic order, and the world order are breaking down? Do you understand why and wh…

RT @Barchart: There have been 16 previous times where the S&P 500 fell at least 15% during a year. Only 3 of those times did the $SPX go o…

RT @MikeZaccardi: Midcaps trading at a recession/bear-market P/E 13x https://t.co/bLuQGTrQUt

RT @CyclesFan: $SPX - 93% of stocks on the NYSE advanced yesterday which is rare. In 2008-2011 there were 7 cases of 90%+ advances. Only 1…