Connecting economic trends, money flows, and market signals to help investors understand what’s driving stocks and where risks and opportunities may be developing.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 2022 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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The Dollar's Next Big Move Could Crush Gold
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What a boring day in the stock market. I almost forgot it was even open, and my kids were off school. I took one of them to the mall to shop for clothes. Of course, we were shopping for her, not for me.
Somehow, gold has man...
Low Market Volatility Meets a Calendar Full of Catalysts
If any Fed governors overstep the bounds of forward guidance, Chair Kevin Warsh can create as much confusion as needed before the FOMC blackout period begins. He speaks at an IMF fireside chat this Thursday, October 15, at 11:30 PM ET. It w...
The VIX Index Doesn't Have Much Further Room To Fall
It was a quiet week. The Fed minutes read more hawkish than the market expected, though they softened some of what Williams and Jefferson had said the week before, and Waller pushed back against colleagues offering forward guidance. The mor...
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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.
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