Macro & Market Analysis: Michael Talks ERP, Risk Free Rates & Markets

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/autho....r/mott-capital-manag ✨SUBSCRIBE to The RO Show Podcast!✨<br /> https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️<br /> ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna<br /> ©️ 2022-2023