Seeking Alpha Interviews: Mott Capital Management

Summary

  • In the first Lilamax-Seeking Alpha interview, Jane King sits down with Michael Kramer.
  • The discussion starts with a focus on interest rates, in the U.S. and around the world.
  • Fiscal policy will be joining monetary policy in trying to drive the economy forward.

In the first of at least ten interviews with Seeking Alpha writers, Jane King of Lilamax talks politics and the economy with Michael Kramer of Mott Capital.

This article was written by

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Designed for investors looking for stock ideas and broader market trends.

I am Michael Kramer, the founder of Mott Capital Management and creator of Reading The Markets, an SA Marketplace service. I focus on macro themes and trends, look for long-term thematic growth investments, and use options data to find unusual activity.

I use my over 25 years of experience as a buy-side trader, analyst, and portfolio manager, to explain the twists and turns of the stock market and where it may be heading next. Additionally, I use data from top vendors to formulate my analysis, including sell-side analyst estimates and research, newsfeeds, in-depth options data, and gamma levels. 

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