Core Insights - Michael Kramer, founder of Mott Capital, is a long-only investor focusing on macro themes and trends to identify investment opportunities [1] - He has 30 years of experience in market analysis, including roles as a buy-side trader, analyst, and portfolio manager [1] - Kramer leads the investing group "Reading the Markets," providing daily commentary, macro trend education, and community engagement for members [1] Group 1 - The investing group offers daily written commentary and videos analyzing market price actions and driving factors [1] - Members receive education on macro trends, interest rates, and currency movements to make informed investment decisions [1] - The subscription price for the group is significantly lower than similar technical coaching services, providing unprecedented access to expert insights [1] Group 2 - Kramer emphasizes the importance of understanding market conditions and their interactions for long-term investment strategies [1] - The group includes features such as chat for community dialogue and regular Zoom sessions for discussing current investment ideas [1] - The focus is on helping members navigate both short-term and long-term market trends effectively [1]
Markets Face A 2018 Shock As Liquidity Evaporates
Seeking Alphaยท2025-11-02 14:55