Playback speed×Share postShare post at current time0:00/Paid episodeThe full episode is only available to paid subscribers of Navigating The MarketSubscribe to watchPositive Gamma May Support The Market Into OPEX Michael J. KramerJun 15, 2026∙ Paid41ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsMicrosoft Carries the Index While Breadth And Currencies Tell a Different Story5 hrs ago • Michael J. KramerThe Market Isn’t Sure What The Fed Will Do, And Earnings Positioning Leans LowerJul 29 • Michael J. KramerThe Semiconductor Unwind Continues, And CDS Spreads Suggest It Isn't Over Jul 28 • Michael J. KramerCredit Keeps Repricing The AI Complex As The Market Rotates From Semis Into SoftwareJul 27 • Michael J. KramerMegaCap Options Positioning PreviewJul 24 • Michael J. KramerRising Real Rates Do The Tightening - Advanced TopicsJul 24 • 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. Kramer
