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A review of deteriorating fundamental data, coupled with high market-based valuations and rising interest rates, could send stock prices lower.
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.
