The Lead-Lag Report
Subscribe
Sign in
Home
Notes
Lead-Lag Live
Weekly Signals
Leaders-Laggards
Global View
High Yield Spotlight
Macro Observations
Closing Thoughts for the Week
Archive
Leaderboard
About
Latest
Top
Discussions
This Diversified Mix Of High Yield Asset Classes Hits The Right Notes
Riding The Gravy Train Again
16 hrs ago
•
Michael A. Gayed, CFA
4
Share this post
This Diversified Mix Of High Yield Asset Classes Hits The Right Notes
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
Making Progress
Waiting In The Wings
Oct 16
•
Michael A. Gayed, CFA
16
Share this post
Making Progress
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
Re-Entering The Discussion
Looking For Breadth
Oct 15
•
Michael A. Gayed, CFA
8
Share this post
Re-Entering The Discussion
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
Time To Pause
Did The Fed Make Another Mistake?
Oct 14
•
Michael A. Gayed, CFA
11
Share this post
Time To Pause
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
Navigating Financial Turbulence and Embracing New Portfolio Models with Alex Shahidi
Lead-Lag Live Video Of The Week
Oct 13
•
Michael A. Gayed, CFA
6
Share this post
Navigating Financial Turbulence and Embracing New Portfolio Models with Alex Shahidi
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
46:40
Rate Cut Expectations vs. Reality
A Market Wake-Up Call
Oct 12
•
Michael A. Gayed, CFA
15
Share this post
Rate Cut Expectations vs. Reality
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
1
The 2nd Coming of Inflation
It May Have Already Started
Oct 11
•
Michael A. Gayed, CFA
16
Share this post
The 2nd Coming of Inflation
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
This Junk Bond Fund Has Potential In The Near-Term
But A Questionable Long-Term Outlook
Oct 10
•
Michael A. Gayed, CFA
7
Share this post
This Junk Bond Fund Has Potential In The Near-Term
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
The Fat Pitch
China's Buy The Dip Moment?
Oct 9
•
Michael A. Gayed, CFA
13
Share this post
The Fat Pitch
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
No Longer A Dominant Force
Still A Level Of Support
Oct 8
•
Michael A. Gayed, CFA
12
Share this post
No Longer A Dominant Force
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
You Can't Ignore Utilities
What's Really Going On Now?
Oct 7
•
Michael A. Gayed, CFA
14
Share this post
You Can't Ignore Utilities
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
1
Justin Huhn on Nuclear Energy Advocacy, US Reactor Revival, and Uranium Market Dynamics
Lead-Lag Live Video Of The Week
Oct 6
•
Michael A. Gayed, CFA
and
Justin Huhn
10
Share this post
Justin Huhn on Nuclear Energy Advocacy, US Reactor Revival, and Uranium Market Dynamics
leadlagreport.substack.com
Copy link
Facebook
Email
Note
Other
45:07
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts