Playback speed×Share postShare post at current timeShare from 0:000:00/Advanced 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 PostsNegative Real Wage Growth Looms As Gasoline Outruns Oil - Advanced Topics May 8 • Michael J. KramerBill Flows Set To Flip As Dispersion Compresses Into QRA Week - Advanced TopcisMay 1 • Michael J. KramerCould the S&P 500 Drop Another 10% To 15% - Advanced TopicsMar 27 • Michael J. KramerFrom Rate Cuts to Rate Hikes A Sudden Shift Reshapes Equity Valuations - Advanced TopicsMar 20 • Michael J. KramerLiquidity Dynamics Could Shift Market Tone Into Late Spring- Advanced TopicsMar 13 • Michael J. KramerWhen Higher Oil Starts Breaking the Economy -Advanced TopicsMar 6 • Michael J. KramerThe Fed May Be About To Embark On Major Regime Shift- Advanced TopicsJan 30 • Michael J. KramerThe Risk No One Is Pricing: Higher Global Rates in 2026 - Advanced TopicsJan 23 • Michael J. Kramer