Episode 27:
On today's show I speak with Michael Kramer, founder of Mott Capital, who has over 25+ years experience trading and investing, actively manages long-only Thematic Growth Portfolio, is a financial writer and has a subscription service called "Reading the Markets" which he created. We speak about:
• FOMC Decision & Tone
• Market Reaction
• Inflation
• Risk On Environment
• Bond Yields
• DXY Levels
• FED Terminal Rates
• Earnings
• ERP = Equity Risk Premium
• SPX P/E levels
• Sectors and Stocks with Strength
• Long Term Investing
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