Navigating The Market
Michael J. Kramer, Isaac LeichtDaily macro, liquidity, and positioning analysis, gamma, CTA flows, and dealer hedging, to help you understand not just what moved, but what's likely to move next.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1897 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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S&P 500 Rally Runs Against Further Liquidity Tightening
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S&P 500 Gamma Squeeze Fades as Real Yields Rise
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The Dispersion Unwind May Still Matter
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Rising Bond Yields Put the S&P 500 Rally at Risk
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Authors
The writers behind this newsletter.
Michael Kramer is a financial market strategist and portfolio manager of the Mott Capital Thematic Growth Portfolio. A former buy-side trader in domestic and international equities, he has been following the markets since the late 1990s.
Founder & Strategist | Subscription Growth, Content, and Monetization | Former News & Media Producer | Helping Analysts & Platforms Build Paying Communities
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