Thematic Growth Strategy
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Forget About A January Rate Cut
Seeking Alpha· 2026-01-09 17:25
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 ...
Volatility Selling Is Driving The Market Higher And May Be About To End
Seeking Alpha· 2025-12-26 14:55
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 ...
A Major Market Shift Is Starting To Emerge
Seeking Alpha· 2025-12-19 17:21
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
Core Insights - Michael Kramer, founder of Mott Capital, is a long-only investor focusing on macro themes and trends to identify investment opportunities [1] - The investing group "Reading the Markets" led by Kramer provides daily commentary, macro trend education, and community engagement to help members understand market dynamics [1] Group 1 - Mott Capital specializes in thematic growth strategies, leveraging Kramer's 30 years of experience in market analysis [1] - The group offers unprecedented access to expert insights at a low subscription cost compared to similar services [1] Group 2 - Kramer's analysis includes factors such as market conditions, interest rates, and currency movements, aiming to educate members for informed decision-making [1] - Regular Zoom sessions are held to discuss current investment ideas and answer member questions, fostering community dialogue [1]
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]