Treasury Issuance
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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]
Treasury Issuance Is Creating A Liquidity Storm Beneath The Market's Surface
Seeking Alpha· 2025-12-05 18:07
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 and videos analyzing market 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]