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A $150 Billion Liquidity Storm May Be About To Hit Markets
Seeking Alphaยท 2025-11-23 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 technicals, fundamentals, and options, and leads the investing group "Reading the Markets" [1] - The group provides daily commentary, macro trend education, community dialogue, and regular Zoom sessions for members [1] Group 1 - Mott Capital specializes in thematic growth strategies, utilizing macroeconomic analysis to guide investment decisions [1] - The subscription service offers unprecedented access to expert insights at a fraction of the cost compared to similar services [1] Group 2 - The investing group emphasizes understanding market conditions, interest rates, and currency movements to make informed decisions [1] - Members benefit from a community environment that encourages questions and discussions about current market ideas [1]