Michael Kramer from Mott Capital Management shares why it's hard to read the markets these days (0:40). Underestimating market flows and why we may be heading into a bear market (2:15). Tariff effects on S&P 500 earnings  (7:00). How technical analysis and options help (10:40). Interest rates and the bond market (12:30).

Show Notes:
The Market's Worst Fears Just Became Reality
The Stock Market Correction Is Over, Now Comes The Bear Market
Surging Rates In Japan Threaten U.S. Markets

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