Michael J. Kramer | Mott Capital Management

Daily Macro Strategy
For Your Platform

270K+ followers. 10 syndication partners. Published every trading day for over a decade. Ready to deliver for yours.
As Seen On
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Who I Am
Macro Strategist & Market Commentator
I run Mott Capital Management and publish macro commentary every trading day — equities, rates, volatility, options flow, and cross-asset positioning. Broker-dealers and trading platforms pay me to write for their clients. I lead the "Reading the Markets" Investing Group on Seeking Alpha (45K followers) and publish "Navigating the Market" on Substack. My work is syndicated across 10 platforms and reaches 2M+ page views annually.
10+
Years of daily
market commentary
10
Syndication
partners
2M+
Annual page views
for the last few years
Daily
Published every
trading day
Audience
270K+ Cross-Platform Reach
X / Twitter@MichaelMOTTCM165K
Seeking AlphaMott Capital Management45K
YouTubeMott Capital Management27.5K
TalkMarketsMott Capital Management13K
SubstackNavigating the Market9.5K
LinkedInMichael J. Kramer5K
Websitemottcapitalmanagement.com2K
Content Offering
What I Produce

Daily Market Recap

End-of-day macro commentary covering equity index action, rates, volatility, and cross-asset positioning.

Published by market close every trading day. Covers all key macro movers and the technical picture for the session ahead.

Week-Ahead Outlook

Forward-looking macro framework identifying key catalysts, rate expectations, and technical setups.

Published Sunday or Monday. Provides the framework for the week's key events, positioning shifts, and macro scenarios.

Volatility & Positioning

Options-informed analysis including vanna/charm flows, gamma positioning, and dealer hedging dynamics.

Connects derivatives market mechanics to equity direction. Identifies when technical flows amplify or dampen moves.

Rates & Macro Regime

Fed funds futures, yield curve dynamics, global central bank pricing, and equity market implications.

Real-time tracking of rate expectations, financial conditions, and the transmission to risk asset pricing.

Ghostwriting

White-label market commentary published under your platform's brand or in-house analyst byline.

Seamless integration with your editorial voice. No attribution required. Production-ready daily content.

Ad Hoc Analysis

Event-driven commentary around FOMC, CPI, payrolls, earnings season, or market dislocations.

Rapid-turnaround analysis when markets move. Available for breaking macro events and earnings catalysts.
Content Sample
Macro Thesis in Action

"Shifting abruptly from an easing cycle to a tightening cycle in just two weeks is a rapid and significant change. It has sent bond market volatility soaring, which is not supportive of equities.

Even a move back to something resembling the median P/E over the past 15 years would imply significant further downside — and that's the P/E alone, before considering earnings revisions."

— From daily market commentary, March 2026
Coverage
Cross-Asset Macro Lens

Rates & Central Banks

Fed funds futures, ECB and BoE rate pricing, yield curve dynamics, and real vs. nominal rate decomposition.

Connecting monetary policy expectations to equity market direction — tracking the full transmission chain from rate pricing to risk assets.

Volatility & Positioning

VIX regime analysis, vanna and charm dealer flows, gamma positioning, and options market mechanics.

Identifying when technical flows will amplify or dampen fundamental moves — the mechanics beneath the surface.

Macro Regime Identification

Oil-driven tightening vs. liquidity easing, financial conditions indices, credit spread direction.

Framing each day's action within the bigger structural narrative — where are we in the cycle, and what does it mean for positioning.
Track Record
Current Distribution & Reach
🤝

Institutional Clients

Paid contributor for broker-dealers and trading platforms — daily recaps and week-ahead outlooks

📈

Seeking Alpha

Investing Group leader — "Reading the Markets" paid subscription service with 45K followers

📝

Substack / Mott Capital

Independent publication — daily paid and free tiers with thousands of subscribers

Partnership
Engagement Options
Hover over each tier to explore the engagement options.
Tier 1
Daily Market Recap
Published by end of day, covering the session's macro drivers, cross-asset dynamics, and forward-looking view.
→
Tier 2
Week-Ahead Outlook
Published Sunday or Monday morning, framing the week's key catalysts and macro setup.
→
Tier 3
Ad Hoc Analysis
Event-driven commentary around FOMC, CPI, payrolls, earnings season, or market dislocations.

Let's Talk

Michael Kramer
Mott Capital Management
Send an Inquiry →