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Update Board 2.5.21- Where's Inflation?

Feb. 05, 2021 8:26 PM ETAlphabet Inc. (GOOG), TWTRMETA2 Comments
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Growth, Long/Short Equity, Momentum, Macro

Seeking Alpha Analyst Since 2014

I am Michael Kramer, the founder of Mott Capital Management and creator of Reading The Markets, an SA Marketplace service. I focus on long-only 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. 


  • Update Board For 2.5.21.
  • Charts showing no commodity inflation in more than decade.

Feb 5, 2021 10:01 AM

the futures hit the trend line


and wah-la the vix is back to flat

well see if it sticks of course

Feb 5, 2021 10:12 AM

vix flat

vix up i meant


Feb 5, 2021 12:02 PM

been working on a big VIX story. I should be back soon

Feb 5, 2021 12:56 PM



Bloomberg - Are you a robot?

Feb 5, 2021 12:57 PM

Clipboard - February 5, 2021 12:57 PM

Feb 5, 2021 1:14 PM

kind of what we were talking about this morning, about high gamma. the note seems to suggest it is building.

"Crash Up Time" - S&P Caught In Reverse "Gamma Gravity" As Call Wall Spikes


"Crash Up Time" - S&P Caught In Reverse "Gamma Gravity" As Call Wall Spikes

The same dealer call/gamma exposure that helped GME soar in January, and which SoftBank used to spark a huge market meltup last August, is about to lift the S&P over 4,000.

but I don't know what the latest data is


Feb 5, 2021 2:41 PM

House passes budget resolution which unlocks budget reconciliation process for stimulus bill; measure now heads to President Biden and he will sign it (387.78 +1.57)


Feb 5, 2021 2:49 PM

zoom looks like a break out coming on solid volume, and RSI trending the right way, higher


$445 likely next stop


Feb 5, 2021 3:02 PM

$195 million to buy

from the fly - GOOG, GOOGL…15:01Senators propose bill to limit liability shield for social media, Reuters saysDemocratic U.S. Senators Amy Klobuchar, Mark Warner, and Mazie Hirono introduced legislation that would limit Section 230, a law that protects online companies from liability over content posted by users, and makes such firms more accountable when posts lead to harm, Reuters' Nandita Bose and Chris Sanders reports. The senators said the bill, known as the SAFE TECH Act, would mark the latest effort to hold social media firms like Google (GOOG), Twitter (TWTR), and Facebook (FB) more accountable for "enabling cyber-stalking, targeted harassment, and discrimination on their platforms," the authors note. Reference LinkGOOG GOOGL TWTR FB


Feb 5, 2021 3:36 PM

now 170 million to sell


Feb 5, 2021 3:47 PM

look at oil today versus last year


what will these y/y reading look like as we hit March, April, May, June



but this what I mean when I say there is no inflation

copper has gone nowhere since 2004


oil nowhere since 2006






lumber about the only thing I can find



$400 million for sale


natural gas


uranium https://www.tradingview.com/x/3gxVUxHm/

hogs https://www.tradingview.com/x/qvuHNZwe/

I don't see inflation


600 million for sale


Feb 5, 2021 4:00 PM

Clipboard - February 5, 2021 4:00 PM

getting closer to a more reasonable valuation

ICE not bad either

Feb 5, 2021 4:06 PM

Clipboard - February 5, 2021 4:06 PM

Feb 5, 2021 4:06 PM

its all about the data and pricing power

they have it

see ya next week


Feb 5, 2021 6:37 PM

this is amazing

bitcoin in green

most shorted in red

Feb 5, 2021 6:37 PM

Clipboard - February 5, 2021 6:37 PM

Feb 5, 2021 6:38 PM

both a parabolic curve

btc seem to be leading MS

with a 3 week lag

Feb 5, 2021 6:40 PM

Clipboard - February 5, 2021 6:39 PM

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