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How To Read A Treasury Auction Results - Advanced Topics
Daily macro and market structure analysis—covering liquidity, options and gamma exposure, dealer positioning, and volatility—to help investors navigate…
May 18
•
Michael J. Kramer
2
1
2
Negative Real Wage Growth Looms As Gasoline Outruns Oil - Advanced Topics
Watch now (11 mins) |
May 8
•
Michael J. Kramer
1
11:03
The Impacts Of Treasury Bill Issuance On The S&P 500
Daily macro and market structure analysis—covering liquidity, options and gamma exposure, dealer positioning, and volatility—to help investors navigate…
May 8
•
Michael J. Kramer
8
3
1
Reading a Regime Setup — NDX and the Vol Compression
May 6
•
Michael J. Kramer
Reading a Geopolitical Setup — Oil Through the Iran Cycle
May 5
•
Michael J. Kramer
4
1
Reading a Central Bank Setup — USD/JPY and the BOJ
Daily macro and market structure analysis—covering liquidity, options and gamma exposure, dealer positioning, and volatility—to help investors navigate…
May 1
•
Michael J. Kramer
8
2
How I Combine Macro With Technicals — The Framework
Daily macro and market structure analysis—covering liquidity, options and gamma exposure, dealer positioning, and volatility—to help investors navigate…
May 1
•
Michael J. Kramer
7
1
How Liquidity Drives Markets: SOFR, TGA, and Reserves
A framework for tracking market liquidity using SOFR, TGA, bank reserves, and funding flows—and why it matters for equities.
Apr 23
•
Michael J. Kramer
14
1
Reading Volatility, Part 4: Event Volatility — The VIX 1-Day And The Daily Reset
Apr 21
•
Michael J. Kramer
3
1
Reading Volatility, Part 3: Implied Volatility And Market Direction — Inverse, Except When It Isn’t
Apr 19
•
Michael J. Kramer
1
1
Reading Volatility, Part 2: The 10 / 21 / 63-Day Realized Vol Framework
Apr 19
•
Michael J. Kramer
2
2
Reading Volatility, Part 1: What Volatility Actually Is — And The Rule Of 16
Apr 18
•
Michael J. Kramer
1
1
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