Playback speed×Share postShare post at current time0:00/Paid episodeThe full episode is only available to paid subscribers of Navigating The MarketSubscribe to watchMegaCap Options Positioning PreviewMichael J. KramerJul 24, 2026∙ Paid1ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsRising Real Rates Do The Tightening - Advanced Topics2 hrs ago • Michael J. KramerRates Are Rising Globally As Dollar Breaks Out, and Stocks SinkJul 23 • Michael J. KramerNVIDIA Props Up The Index While CDS Spreads Widen Across The AI Names Jul 22 • Michael J. KramerSemis Power A Lopsided Rebound As Rates And The Dollar Push Higher Jul 21 • Michael J. KramerEnergy And Software Sectors Near BreakoutsJul 20 • Michael J. KramerPut Walls Hold The Market Together, As The Liquidity Drain Builds Next Week Jul 17 • Michael J. KramerJapan Eyes Pension Repatriation As The Yen Presses Toward A Breakout - Advanced TopicsJul 17 • Michael J. Kramer
