Workflow
Global Markets
icon
Search documents
Rising Japanese Rates Are Creating New Risks For Global Markets
Seeking Alpha· 2025-12-28 14:55
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 features such as daily written commentary, videos analyzing price action, and macro trend education [1] - Members receive insights on market conditions, 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 analysis [1]
FNDF Over EFA: Escaping The Market-Cap Trap With Fundamental Indexing
Seeking Alpha· 2025-12-25 10:34
Group 1 - The article emphasizes the importance of a well-thought-out approach to global markets amid divergent central bank policies and volatility linked to trade policies [1] Group 2 - The author has a Master's in Banking & Finance and a diverse background in corporate finance, M&A, and investment analysis, focusing on real estate, renewable energy, and equity markets [2] - The author specializes in financial modeling, valuation, and qualitative analysis, with experience in private equity, asset management, and real estate [2] - The goal is to share insights and analysis with a global audience and engage in discussions for continuous improvement [2]
X @Bloomberg
Bloomberg· 2025-12-23 22:42
Get up to speed on what's moving global markets https://t.co/UKW9uC1Mzj ...
Former UK Treasury Minister Jim O’Neill on his expectations for global markets in 2026
CNBC Television· 2025-12-23 16:17
Let's bring in former UK Treasury Secretary Jim O'Neal. He is chair at Northern Gridstone. Uh Jim, it's great to have you on.Uh also a great time to kind of assess uh what we saw this year, which was plenty. Uh if you go back, you know, eight or nine [clears throat] months and it was all the talk was, you know, with the tariff panic, it was going to be end of US exceptionalism, um flows away from dollar assets. Maybe that didn't continue, but you did see outperformance by non US equity indexes and also just ...
X @Bloomberg
Bloomberg· 2025-12-22 22:54
Get up to speed on what's moving global markets https://t.co/4rYaPuTT7p ...
X @Bloomberg
Bloomberg· 2025-12-18 22:47
Get up to speed on what's moving global markets https://t.co/QfSJmvegQw ...
X @Bloomberg
Bloomberg· 2025-12-17 22:37
Get up to speed on what's moving global markets https://t.co/JpSUbsBpGO ...
X @Bloomberg
Bloomberg· 2025-12-16 22:36
Get up to speed on what's moving global markets https://t.co/W2yH9Et5rN ...
X @Bloomberg
Bloomberg· 2025-12-15 22:48
Get up to speed on what's moving global markets https://t.co/3KvguNpZem ...