Markus Rezny

[Markus Rezny @GlocknerCapital]

@cfromhertz Many thanks Christian, took the trade and just sold 75% of the shares. That call buyer will probably get done for insider trading though.....

[Markus Rezny @GlocknerCapital]

@INArteCarloDoss Great bike, but please remove these embarrassing Enve logos ....

[Markus Rezny @GlocknerCapital]

@bespokeinvest No, why!?

[Markus Rezny @GlocknerCapital]

@private_dataguy These fundamentals are well known, and have been for years. So what are the shorts seeing that the longs are not seeing ?

[Markus Rezny @GlocknerCapital]

@nextbigtrade e.g. QS

[Markus Rezny @GlocknerCapital]

@FoundersPodcast This, and a lot of steroids .....

[Markus Rezny @GlocknerCapital]

@mark_ungewitter MSFT numbers in two weeks. god forbid corporates have keep paying their (lowly) monthly subscriptions....

[Markus Rezny @GlocknerCapital]

@SoveyX Sure. Just enlighten us, who do caused the SOH to be closed? The US or Europe?

[Markus Rezny @GlocknerCapital]

@WayneWhaley1136 Is that bearish?

[Markus Rezny @GlocknerCapital]

@PauloMacro No, just sensible IMO.

[Markus Rezny @GlocknerCapital]

@HayekAndKeynes No, they won.

[Markus Rezny @GlocknerCapital]

@Ultradeep3 @MugsLuck Enjoy your celebration. Just needed the close of SOH, with doubling of crude and tripling of product prices and gigantic tax on the global economy. (And all drillers have achieved are some contract extensions by 2-3 years at pretty much the same dayrate levels as before....).

[Markus Rezny @GlocknerCapital]

@KathyJones Cheap as chips compared to Europe, and FL voted for this.....

[Markus Rezny @GlocknerCapital]

@Ultradeep3 Increasingly so....

[Markus Rezny @GlocknerCapital]

@mark_ungewitter EEM is a bad mix of developing and developed. Need to look at individual markets. E.g. EWZ strongly outperfoming, FXI badly underperforming

[Markus Rezny @GlocknerCapital]

@citrini Like the funny Citrini IGV reversal in February?

[Markus Rezny @GlocknerCapital]

@grey4626 That did not age well ....

[Markus Rezny @GlocknerCapital]

@simon_ree Or the (potentially erroneous) expectation that the US will take the SOH quickly.....

[Markus Rezny @GlocknerCapital]

@TexasOncologist From Puru Saxena, the guy who loaded on SaaS stocks trading at 15-20x in Feb/Mar 2022. Massive losses and conversion to macro guru followed ....

[Markus Rezny @GlocknerCapital]

@thealepalombo Will all be bored out of their minds after 6 months, and wait until they find out that they cant open brokerage accounts and wire money to serious banks abroad because Cyprus is a Russian money laundry.....