Playback speed×Share postShare post at current time0:00/Paid episodeThe full episode is only available to paid subscribers of Navigating The MarketSubscribe to watchSemis Lose Their Luster For NowMichael J. KramerJun 16, 2026∙ Paid21ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsA Flat Tape Hiding Massive Dispersion, And The Long End Breaks Out 5 hrs ago • Michael J. KramerThe USD/JPY May Continue To Weaken Even With Intervention Risk - Advanced Topics6 hrs ago • Michael J. KramerMicrosoft Carries the Index While Breadth And Currencies Tell a Different StoryJul 30 • 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. Kramer
