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Michael A. Gayed, CFA Profile
Michael A. Gayed, CFA

@leadlagreport

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5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.

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Joined December 2010
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@leadlagreport
Michael A. Gayed, CFA
11 hours ago
Does the stock market have the inflation narrative wrong? Check out my Lead-Lag Live discussion with @AndreasSteno now on YouTube. Click: #stocks #investing $SPX
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@leadlagreport
Michael A. Gayed, CFA
10 seconds ago
To kill it in the stock market, you have to not get killed. Over 170 reviews, with an average of 4.9 stars. It’s more important than ever to understand risk-on/off. Get 2 weeks free. Use Promo Code TWITTER30 for 30% off. Click:
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@leadlagreport
Michael A. Gayed, CFA
17 minutes ago
There is a large disparity in renewable energy investment spending per capita in advanced economies and those in emerging market and developing economies – the International Energy Agency has labelled the situation ‘worrying’ #EVs #spending
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Michael A. Gayed, CFA Retweeted
@AxelMerk
Axel Merk
9 hours ago
Stagnation is a hallmark of bad government, not our fate because we are aging that somehow needs to be made up with even more government bureaucracy, ahem, spending. Innovators don't innovate when disincentives are too high.
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@nc_perspective
Chad
52 minutes ago
@leadlagreport Long time no see fakeout rocket 😅
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Michael A. Gayed, CFA
an hour ago
🚀🚀🚀
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@AxelMerk
Axel Merk
5 hours ago
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Michael A. Gayed, CFA
an hour ago
The pressures on global supply chains are easing slightly but are still acute. The index looks at how much inflations pressure is coming from supply restraints only (rather than those caused by demand) #shipping #logistics
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Michael A. Gayed, CFA
an hour ago
Few understand this.
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Michael A. Gayed, CFA Retweeted
@omnihedge
omnihedge.eth
an hour ago
@leadlagreport Should I panic sell my lentils?
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Michael A. Gayed, CFA
2 hours ago
Copper recently fell to a 16-month low. Widely viewed as a leading indicator for the health of the global economy, a bear market in copper has preceded each recession in the last 30 years #commodities #metals
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@leadlagreport
Michael A. Gayed, CFA
a day ago
People are massively underestimating how much of a deflationary force housing is about to become.
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