Macro Themes
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A $150 Billion Liquidity Storm May Be About To Hit Markets
Seeking Alpha· 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]
The Stock Market Faces A Steeper Decline
Seeking Alpha· 2025-11-18 20:22
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 ...
The Stock Market's Decline May Still Have Much Further To Unwind
Seeking Alpha· 2025-11-07 16:24
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 ...
Markets Face A 2018 Shock As Liquidity Evaporates
Seeking Alpha· 2025-11-02 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 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]