Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Advanced Topics episodeThe full episode is only available to Advanced Topics subscribersSubscribe to watchCycles Warn of End of Year Pain Trade - Advanced TopicsMichael J. KramerOct 02, 2025∙ Paid21ShareThis post is for subscribers in the Advanced Topics planUpgrade to Advanced TopicsAlready in the Advanced Topics plan? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsTech at an Inflection Point and the Search for the Next Decade’s Leaders - Advanced TopicsNov 14 • Michael J. KramerMarket Cycles Suggest Rising Rates, Stronger Dollar, and Weaker Stocks Lie Ahead - Advanced TopicsNov 7 • Michael J. KramerWhy Ending QT Doesn’t Mean QE Is Back - Advanced TopicsOct 28 • Michael J. KramerFed Faces Tough Call on Whether to End QT Early - Advanced TopicsOct 24 • Michael J. KramerGamma Collapse and Thinning Liquidity Raise Market Risk - Advanced TopicsOct 17 • Michael J. KramerCan Correlation & Dispersion Anticipate Market Tops - Advance TopicsOct 7 • Michael J. KramerThe Dollar Is Signaling That US Rates May Be Too Low - Advanced Topics Sep 19 • Michael J. Kramer