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Join Michael Kramer as he discusses changes in the market since the election to see what parts have benefits and what parts have not and what that might mean for the markets. He will be looking at interest rates, the dollar, and the stock market sectors.
Michael Kramer is the founder of Mott Capital, a long-only investor who focuses on macro themes, using a wide array of tools to understand what drives the market on a daily basis. He analyzes economic conditions and their potential impacts across multiple asset classes, including stocks, bonds, FX, and commodities, to better identify entry and exit points for his long-term thematic growth strategy. Additionally, he shares his research through published work and a subscription service. He is a former buy-side trader, analyst, and portfolio manager with 30 years of experience tracking market technicals, fundamentals, and options.
