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