Thematic Growth Strategy
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$137 Billion Liquidity Drain Begins, And It May Mean Trouble For Stocks
Seeking Alpha· 2026-02-26 16:10
Michael Kramer is the founder of Mott Capital, and is a long-only investor who focuses on macro themes and studies trends and options activities to identify and assess entry and exit points for investments in his long-term focused thematic growth strategy. He is a former buy-side trader, analyst, and portfolio manager with 30 years of experience tracking market technicals, fundamentals, and options.Michael Kramer leads the investing group Reading the Markets, where he helps a devoted following of members to ...
Nvidia's Stock May Fall Sharply After Earnings
Seeking Alpha· 2026-02-22 14:55
Core Viewpoint - Michael Kramer, founder of Mott Capital, is a long-only investor focusing on macro themes and trends to identify investment opportunities and exit points in a long-term thematic growth strategy [1] Group 1: Investment Strategy - The investment strategy involves analyzing market technicals, fundamentals, and options to guide investment decisions [1] - Kramer leads the investing group "Reading the Markets," providing insights on trading drivers and market direction for both short and long-term perspectives [1] Group 2: Features of the Investing Group - The group offers daily written commentary and videos that analyze price action and macro trends, helping members make informed decisions based on market conditions [1] - Members have access to community dialogue through chat and regular Zoom sessions for discussing current ideas and answering questions [1] - The subscription price for access to this expertise is significantly lower than similar technical coaching services [1]
An $80 Billion Liquidity Storm May Be About To Hit Stocks This Week
Seeking Alpha· 2026-02-15 14:55
Core Insights - Michael Kramer is the founder of Mott Capital, focusing on macro themes and long-term thematic growth strategies in investment [1] - The investing group led by Michael Kramer, Reading the Markets, provides daily commentary, macro trend education, and community engagement for its members [1] Group 1 - Mott Capital specializes in identifying entry and exit points for investments through analysis of market technicals, fundamentals, and options [1] - The subscription service offers unprecedented access to expert insights at a fraction of the cost compared to similar services [1] Group 2 - Michael Kramer has 30 years of experience in the investment field, including roles as a buy-side trader, analyst, and portfolio manager [1] - The group includes features such as chat for community dialogue and regular Zoom sessions to discuss current investment ideas [1]
If You Think This Is A Healthy Market Rotation, Think Again
Seeking Alpha· 2026-02-13 16:52
Core Insights - Michael Kramer is the founder of Mott Capital, focusing on macro themes and long-term thematic growth strategies in investment [1] - The investing group led by Kramer, Reading the Markets, provides daily commentary, macro trend education, and community engagement for its members [1] Group 1 - Mott Capital specializes in identifying entry and exit points for investments through analysis of market technicals, fundamentals, and options [1] - The subscription service offers unprecedented access to expert insights at a fraction of the cost compared to similar services [1] Group 2 - Kramer has 30 years of experience in the investment field, including roles as a buy-side trader, analyst, and portfolio manager [1] - The group includes features such as chat for community dialogue and regular Zoom sessions to discuss current investment ideas [1]
Bitcoin's 45% Plunge Is A Warning Of A Bigger Liquidity Problem
Seeking Alpha· 2026-02-05 17:28
Core Insights - Michael Kramer is the founder of Mott Capital, focusing on macro themes and long-term thematic growth strategies in investment [1] - The investing group led by Michael Kramer, Reading the Markets, provides daily commentary, macro trend education, and community engagement for its members [1] Group 1 - Mott Capital specializes in identifying entry and exit points for investments through analysis of market technicals, fundamentals, and options [1] - The subscription service offers unprecedented access to expert insights at a fraction of the cost compared to similar services [1] Group 2 - Michael Kramer has 30 years of experience in the investment field, including roles as a buy-side trader, analyst, and portfolio manager [1] - The group includes features such as chat for community dialogue and regular Zoom sessions to discuss current investment ideas [1]
A Stock Market Selloff May Be Here
Seeking Alpha· 2026-02-03 17:03
Core Viewpoint - Michael Kramer, founder of Mott Capital, is a long-only investor focusing on macro themes and trends to identify investment opportunities and exit points in a long-term thematic growth strategy [1] Group 1: Investment Strategy - The investment strategy involves analyzing market technicals, fundamentals, and options to guide investment decisions [1] - Kramer leads the investing group "Reading the Markets," providing insights on trading drivers and market direction for both short and long-term perspectives [1] Group 2: Features of the Investing Group - The group offers daily written commentary and videos that analyze price action and macro trends, helping members make informed decisions based on market conditions [1] - Members have access to community dialogue through chat and regular Zoom sessions for discussing current ideas and answering questions [1] - The subscription price for the group is significantly lower than similar technical coaching and mentoring services, providing unprecedented access to expertise [1]
Treasury Issuance Appears To Be A Problem For Risk Assets
Seeking Alpha· 2026-02-01 14:55
Core Insights - Michael Kramer is the founder of Mott Capital, focusing on macro themes and long-term thematic growth strategies in investment [1] - The investing group led by Michael Kramer, Reading the Markets, provides daily commentary, macro trend education, and community engagement for its members [1] Group 1 - Mott Capital specializes in identifying entry and exit points for investments through analysis of market technicals, fundamentals, and options [1] - The subscription service offers unprecedented access to expert insights at a fraction of the cost compared to similar services [1] Group 2 - Michael Kramer has 30 years of experience in the investment field, including roles as a buy-side trader, analyst, and portfolio manager [1] - The group includes features such as chat for community dialogue and regular Zoom sessions to discuss current investment ideas [1]
The Yen Carry Trade May Be Entering A Dangerous Phase
Seeking Alpha· 2026-01-27 16:50
Core Insights - Michael Kramer is the founder of Mott Capital, focusing on macro themes and long-term thematic growth strategies in investment [1] - The investing group led by Michael Kramer, Reading the Markets, provides daily commentary, macro trend education, and community engagement for its members [1] Group 1 - Mott Capital specializes in identifying entry and exit points for investments through analysis of market technicals, fundamentals, and options [1] - The subscription service offers unprecedented access to expert insights at a fraction of the cost compared to similar services [1] Group 2 - Michael Kramer has 30 years of experience in the investment field, including roles as a buy-side trader, analyst, and portfolio manager [1] - The group includes features such as chat for community dialogue and regular Zoom sessions to discuss current investment ideas [1]
Liquidity May Be Tightening Again - And Markets May Soon Feel It
Seeking Alpha· 2026-01-25 14:55
Core Insights - Michael Kramer is the founder of Mott Capital, focusing on macro themes and long-term thematic growth strategies in investment [1] - The investing group led by Michael Kramer, Reading the Markets, provides daily commentary, macro trend education, and community engagement for its members [1] Group 1 - Mott Capital specializes in identifying entry and exit points for investments through analysis of market technicals, fundamentals, and options [1] - The subscription service for Reading the Markets is priced competitively compared to similar technical coaching services, offering unprecedented access to expert insights [1] Group 2 - Michael Kramer has 30 years of experience in the investment field, including roles as a buy-side trader, analyst, and portfolio manager [1] - The group offers regular Zoom sessions for discussions on current investment ideas and member questions, enhancing the educational aspect of the service [1]
Oil May Be Heading For A Breakout
Seeking Alpha· 2026-01-23 18:31
分组1 - Michael Kramer is the founder of Mott Capital, focusing on macro themes and long-term thematic growth strategies [1] - The investing group Reading the Markets, led by Michael Kramer, provides daily commentary, macro trend education, and community dialogue for its members [1] - The subscription price for the services offered by Reading the Markets is significantly lower compared to similar technical coaching and mentoring services [1] 分组2 - Michael Kramer has 30 years of experience in the investment field, including roles as a buy-side trader, analyst, and portfolio manager [1] - The group offers regular Zoom video sessions to discuss current investment ideas and answer member questions [1]