Episode 39:

On today's show I speak with Michael Kramer, Founder of MOTT Capital and creator of Reading the Markets, an SA Marketplace Service. Michael has over 25 years of experience as a buy-side trader, analysts and portfolio manager. He focuses on long-only macro themes and trends, looks for long-term thematic growth investments and uses options dta to find unusual activity.

Higher for Longer
Powell's Message of Data Dependence
If Data Indicates Faster Tightening is Warranted, FED Will Increase Pace of Rate Hikes
RISING M/M CORE CPI
Recent january 2023 Data and Meaning
Inflation is Cumulative
Cleveland FED - Feb 23 and March 23 Forecasting
3 Ways to Reduce Inflation
Labor Market
Lower Unemployment Possible?
Earnings Compression and Recession
Compressed Margins
P/E for S&P 500 and Nasdaq is High
Indexes are Most Expensive in Over a Decade
Higher Rates Should Lead to Lower PE and Lower Stock Prices
Equity Risk Premiums at Narrowest Spread in Over 15 Years
Risk Free Rates Breaking Out
Bond Yields
Earnings Yields
Fundamentals Matter
CASH is King

Visit Michael on his SA Platform: https://seekingalpha.com/author/mott-capital-management

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Michael Kramer Talks ERP, Risk Free Rates & Markets Ep.39