Archive - The Lead-Lag Report

Did CrowdStrike Just Expose Just How Fragile The Future Of AI Is?

Spoiler Alert: Few.

17 hrs ago •

Michael A. Gayed, CFA

Good Strategy, High Yield

Jul 25 •

Michael A. Gayed, CFA

The Yen Is Surging

Is The Reverse Carry Trade Incoming?

Jul 24 •

Michael A. Gayed, CFA

Is The Small-Cap Rally Sustainable?

And Why Are Defensives Outperforming As Well?

Jul 23 •

Michael A. Gayed, CFA

But For How Long?

Jul 22 •

Michael A. Gayed, CFA

David Rosenberg's Bold Predictions on Global Markets and Economic Trends

Lead-Lag Live Video Of The Week

Jul 21 •

Michael A. Gayed, CFA

and

David Rosenberg

55:43

Rotation Or Flight To Safety?

Utilities Hold The Key

Jul 20 •

Michael A. Gayed, CFA

Is This Small-Cap Rally Good Or Bad

What Does It Mean For The Future?

Jul 19 •

Michael A. Gayed, CFA

Where A Big Distribution Increase Actually Looks Like A Bad Thing

Nuance Is Everything

Jul 18 •

Michael A. Gayed, CFA

Is The Small-Cap Rally A Trap?

And What Happens Next To The Dollar?

Jul 17 •

Michael A. Gayed, CFA

Is The Catch-Up Trade Here?

Jul 16 •

Michael A. Gayed, CFA

Stopping The Recession

Can The Fed Pull It Off?

Jul 15 •

Michael A. Gayed, CFA

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts