Sitemap - 2023 - The Lead-Lag Report
Why Following The Hype And The Headlines Is Incredibly Dangerous
The Drivers of Rising Consumer Credit Card Debt
A 12% Yielding Fund of Funds That Sounds Better Than It Looks
Aren’t Rate Cuts Supposed To Happen When Conditions Are Deteriorating?
Unveiling Market States and Predicting Recession with Michael Khouw
What Does Powell Know We Don't?
What Could Tightening By The Bank of Japan Look Like?
A Solid 16% Yielding Fixed Income Portfolio
Gerald Celente's Insightful Analysis of Pandemic-Influenced Economy
Those Market Forecasts You Keep Seeing? They’re Probably Garbage.
Don’t Be Seduced By The 17% Yield On This Closet S&P 500 Fund
Gold, Bitcoin, And Treasuries Send A Warning
Discovering the Future of Retail: Risks, Rewards, and Revelations with Jeff Macke
A Good Fund Getting Dragged By A Shady Management Team
Mastering Market Trends with Technical Analysis: Insightful Trade Strategies with Michael Hewson
Is The Market Still In The Right Place For Senior Loans To Outperform?
Lyn Alden on the Dark Side of Finance and the Hope for a Financial Revolution
Expecting A Seasonal Year-End Rally In 2023?
Way Overleveraged Way Too Expensive
Ophir Gottlieb's Masterclass: Unmasking the Relationship Between Finance and Mathematics
Only Mega-Caps Got The Message
The Freight Industry Recession Is Real
For This 10% Yielder, A Reasonably Well-Constructed Portfolio Just Isn’t Enough
The Credit Contraction Is Already Here
The Relief Rally Didn't Change Anything
Tom Luongo Tackles the Intricacies of Federal Reserve Policies
The Human Impact Of The Zombie Company Crisis
A High Yield Downside Risk Hedge That Doesn’t Provide Much Downside Protection
Covid Didn't Destroy The System. The Fed Did.
Unraveling Economic Patterns: Implications for Treasury and Credit Markets with Jared Dillian
A Volatile 9% Yielder Being Advertised As Offering “Relative Stability”
A Starter’s Guide To The Lead-Lag Report’s 4 Primary Risk Signals
David Rosenberg Sheds Light on the Economic Impact of Interest Rates
The Potential To Get Really Ugly
Junk Bonds Become The Primary Driver Of The Bond Market
This Utilities Fund Gives You The Privilege Of Paying Double What The Portfolio Is Actually Worth
The One Thing That’s Been Incredibly Consistent
Are Spreads Finally Starting To Blow Out?
A Potentially Significant Change
High Yield Credit Spreads Are Crucial Now
Why A Further 20% Drawdown Isn’t Just Possible, It May Be Likely
Oil, Gas, and Nuclear Energy: Navigating the Current and Future Landscape with Anas Alhajji
The Destruction Of Rate Sensitive Assets
Are Pensions Plans The Next Thing About To Be Decimated By These Markets?
This Multi-Manager Approach & Double Digit Yield Are An Ideal Combination
An Unbelievably Tricky Juncture
Unveiling Financial Markets and Critiquing Monetary Policies with Rudy Havenstein
Path Matters More Than Prediction
All Sorts Of Reasons To Avoid This 10% Yielder In The Current Environment
High Yield Credit Spreads Start To Widen
Understanding the Turbulence of Financial Markets with Gary Shilling
The Fed Just Confirmed That A Credit Event Is Coming
A Covered Call ETF With Solid Risk-Adjusted Total Returns
Dissecting the Shifts in the US Real Estate Market with Mike Simonsen
Utilities Send A Massive Warning
No One Needs A New iPhone. We Need More Refineries.
Now’s Not The Time To Be Taking Chances
Oil Is Becoming A Global Problem
The Junk Bond Market Gets Irrationally Exuberant
The Financial Ripple Effect of China's Economic Decisions with Jeff Snider
China Is Unleashing Its Arsenal Of Policy Support Tools
A Very Niche Bond Fund With A 10% Yield
The Last Sustainable Edge With Jim O’Shaughnessy
The Great Resignation Has Ended
The Lost Decade: Zero Real Returns
Tech Is Much Weaker Than You Think
Exploring Asian Markets and Central Bank Policies with Weston Nakamura
AirBnB Destroyed The American Dream Of Owning A Home
A Very Nice Unconstrained Bond Fund
Defensive Strategies Build Momentum
The Perfect Example Of “Slowly & Then All At Once”
Is It Time To Reconsider Asset Strategies?
Decoding the Resilience of the Housing Market Amidst the Pandemic with Lance Lambert
The Latest Evidence That A Credit Event Is Near
A High Quality Bond Portfolio That Could Be Well-Positioned For A Credit Event
The BoJ Tightens. The U.S. Gets Downgraded. Investors Say “Meh”.
Untangling the Complexities of Austrian Economics with Peter St. Onge
Unveiling the Hidden Realm of Closed-End Funds: A Dialogue with Boaz Weinstein
What If The Bank Of Japan Is About To Shock The Market & Suddenly Drop Yield Curve Control?
An Attractive 12% Yield Masks A Lot Of Issues
Here Comes The Bank Of Japan Surprise
Consumers Are About To Tap Out
The Possibility of a World Without Private Ownership: A Discussion with Carol Roth
The Past 3 Days May Have Changed Everything
The Melt Up Has Happened. Now It’s Time For The Crash.
Can Overbought Stay Overbought?
Understanding Distressed Properties and the Dynamics of Commercial Real Estate with Shlomo Chopp
Something Important Is Happening
Housing & Commercial Real Estate Are Laying Out Some Stark Warnings
How Many Ways Can I Say No To This 16% Yielder?
Unearthing Profits: A Deep Dive into Metal and Mining Investments with Gwen Preston
Expectations Are Getting Disconnected From Reality
Is The Fed Satisfied With Inflation At 4% Right Now?
A Solid 10% Yielding Global High Yield Bond Fund
Join me on Meta’s Threads App for Insightful Market Analysis and Engagement
Very Quietly, Treasury Bonds Are Picking Up Momentum
The First Risk-Off Signal Flips
Caitlin Long on Bitcoin & Wall Street: An Exclusive Interview by Michael Gayed
The Rotation That Never Happened
Treasuries, Inflation & The National Debt
Does A 35% Discount To NAV Outweigh This Fund’s Underlying Challenges?
Global Breadth Continues To Weaken
The Inflation Fight Is Far From Over
Amid The AI Euphoria, Don’t Forget That The Credit Event Is Still Looming
This 19% Yield Has Been The Real Deal So Far
Invite your friends to read The Lead-Lag Report
How the Fed's Hawkish Stance Could Be A Silver Lining
Small Cap Dynamics, Quality Factors, and Fund Options with Chris Brightman
How Student Loans Could Accelerate The Housing Market Decline
Unraveling the Secrets of the S&P 500
Kyle Bass: Geopolitics, China's War Preparations, and Investing Risks
Mega-Cap Rally Takes a Breather
Small-Caps: The Zombie Apocalypse Is Coming!
Do You Really Want To Be Buying Tech At These Levels?
Stocks Price Out The Debt Ceiling That Was Never Priced In To Begin With
New Bull Market? Not A Chance!
The Right High Yield Tech Fund At The Wrong Time
Jeffrey Hirsch Reveals Pre-Election Year Stock Trading Tips
How The Smart Money Takes The Dumb Money
This 9% Yielder Isn’t The Junk Bond Exposure You Want
Unlocking the Future of Clean Energy: Brandon Munro & Michael Gayed's Expert Discussion on Uranium
Housing Boom to Lumber Crash: Now Is Not The Time To Pay Attention To Tech Stocks
The “ETF of CEFs” That Does The Work For You
Is the Peak Near? How Germany's Economic Sentiment Echoes European Trends
Uncovering the Truth: Why This Market Isn't as Healthy as It Appears to Be
Unraveling the Cyclical Conundrum: How 4 Major Sectors are Redefining Market Performance
Revealing the Truth About Used Cars and the Economy: Car Dealership Guy Interview
Beware the Calm: Unraveling the Hidden Dangers of Market Complacency and Economic Recessions
The Lazarus Effect: The Current Case For Treasuries & The Dollar
A High Yield Real Asset Fund That’s Not Constructed For The Current Environment
Discover President Lagarde's Vision for Continued Central Bank Action
Tech Titans Lead the Charge: Exploring the Razor-Thin Playing Field in Today's Market
Weekly Risk Signals - How the Debt Ceiling Battle Could Impact Markets in Just 3 Weeks
Shubham Garg Reveals Oil & Gas Investing Secrets: Exclusive Interview with Michael Gayed
Will September Bring the Fed's First Rate Cut Amidst Ambiguous Market Data?
Are We Sure That Correction Isn’t Occurring Right Now?
A Solid “All Quality” Corporate Bond Fund With A 7% Yield, But It Isn’t Built For Safety
Mega-Caps Are Masking Weakness
Navigating Murky Waters: How Mega-Cap Tech Earnings Mask Underlying Market Uncertainties
Explosive Insights into Passive Investing by Robin Wigglesworth
The Untold Story of Market Performance: Small-Caps & Lumber Prices Struggle Amidst FAAMG Success
Why Are Lumber Prices Plummeting? Look At The Regional Banks
There’s No Way This 11% Yielder Deserves This Kind Of Premium
Christine Lagarde's Stance Unshaken: European Equities Forge Ahead Despite Monetary Policy Hurdles
Lumber May Be Confirming My Worst Fears
Risk-Off Alert: Uncovering Telltale Equity Market Signals in Utilities, Lumber, & Gold
Craig Hemke on Gold in 2023: Why This Could Be the Best Time to Invest in Precious Metals
Debt Ceiling Showdown: How Looming Uncertainties Threaten to Derail Market Optimism
Correction Watch Is Officially On!
When Data Overrules: Why the Bank of England's Rate Hike Pause Might Be Just A Dream
Navigating the Storm: A Deep Dive into the Rocky Debut of Short-Term Junk Bond Funds
The Last Hurrah: Risk Assets Poised For False Breakout
Brace for Impact: Weekly Risk-Off Signals Begin Pointing to an Imminent Stock Market Correction
Fed Exposed: Christopher Leonard Unveils the Shocking Impact of Quantitative Easing on Our Economy
The Great Investor Awakening: Overoptimism Meets the Looming Reality of Risk-Off Conditions
Navigating the Three Pillars of Successful Investment Strategies
The Real Risk In The Stock Market Is Arrogance
AI Trading Secrets REVEALED: Can Robots Really Outsmart the Stock Market? Ernest Chan Weighs In
The Allure of 10% Yield: Unveiling the Hidden Risks in High Yield Investments
Everyone Is Wrong About Retail Traders With Ardi Aaziznia
April 11, 2023 - Leaders/Laggards
April 10, 2023 - Weekly Risk Signals
April 8, 2023 - Closing Thoughts For The Week
April 7, 2023 - Lumber/Gold Ratio Is Indicating That Near-Term Correction Could Be 10-15%
The Eureka Moment In Trading With Anna Coulling
For Banks, There’s No Easy Way Out With Porter Collins
The Financial Crisis Is Far From Over With Dan Niles
Getting Real Options Insights With Imran Lakha
Filtering Out The Noise With TQLAGirl & TradersRetreat
You're Trading Wrong With Linda Raschke & Mandi Rafsendjani
Mentally Surviving Markets With Steve Ward
Betting On Big Events With Tarek Mansour
The Banking Crisis (Or Opportunity) With Michael Belkin
WTF Happened In 1971 With Ben Prentice & Hac
It’s Not As Scary As You Think With Dan Gardner
The Mental Challenges Of Trading With Nick Schmidt
A Woke Financial Crisis With Konstantin Kisin
Here Comes The Banking Crisis With Alasdair Macleod
The End Of The World Is The Bull Case With Marko Papic
Things Are About To Get Wild With Mike Singleton
The Bitcoin Catalyst With Scott Melker
The Stock Market Melt-Up Continues With Sam Stovall
Housing Is Set To Crash (Maybe) With Lakshman Achuthan
Economic Torture Incoming With David Stockman
The Fed’s Hobson’s Choice With Ryan Sweet
What ETF Flows Are Saying With Deborah Fuhr
War, Tech, & Politics With John Robb
Gold’s Existential Crisis With Bob Coleman
The Commodity Bull Rages On With Arlan Suderman
The Food Price Shock With Andrey Sizov
The Devil In The Details With Louis-Vincent Gave
The Market’s Turning Point With Milton W. Berg, CFA
Demographics, Legislation, & Housing With Charles Tassell
Trading Through Crypto Insanity With Adrian Zdunczyk
Finding The Market’s Blind Spot With Izabella Kaminska
Airbnbust & The State Of Housing With Amy Nixon And Melody Wright
Commodities Will Destroy Stocks With Kevin Bambrough
The Middleman Economy Is Breaking Us With Kathryn Judge
Anti-Fragile Value Investing With Brian Stoffel
Surgically Dissecting Markets With David Rhoiney
Cutting Through Market BS With J.C. Parets
The Bear Market Is Over With Marc Chaikin
The Next Big Trade With Justin Smyth
A Tesla Melt-Up And Crash With Brad Munchen
Geopolitical Risk Is Far From Over With Dan Arbess
EVs, AI, Aliens, & Stocks With Gene Munster
The Data Is Blinding Us With Andre Jean-Pierre
Cannabis, Mission Green, & Reform With Weldon Angelos & Luke Scarmazzo
Food Shortages Will Persist With Mark Rossano
The Line Between Real & Fake With Zuby
We Are In A Scary Debt Spiral With James Lavish
Banks Are Planning For Collapse With Lynette Zang
There Is No Landing For The Fed With Patrick Newman
Market News Still Matters With Jason Raznick
The Crash Of Our Lifetime With Harry Dent
The Nuclear Renaissance With Mart Wolbert
Improving The Fed With David Beckworth
The Best Traders Keep It Simple With Matt Kenah
Haunting The Stock Market Bears With Jeffrey Hirsch
The Strong Jobs Market Lie With Jack Gamble
Investing Outside The Box With Shana Sissel
The Mice Will Play With Caleb Franzen
The Modern Economy Is Rigged With Dean Baker
Timing The Recession With Mike Shedlock
Emotional Discipline With Victor Sperandeo
Where Have All The Men Gone With Nick Eberstadt
The Age Of Turbulence With Noel Smith
Finding Value In Commodities With Andrew Hoese
Profit Contraction Imminent With Aahan Menon
Don’t Call It A Bitcoin Comeback With Natalie Brunell
The State Of Real Estate Development With Sean Sweeney
The Tech Wreck Rally With Samantha LaDuc
Another Melt-Up, Another Crash With James Picerno
Algorithmic Swing Trading With Michael Nauss
Chokeslamming Politics With Glenn Jacobs
Food, Droughts, & Agriculture Trends With GrainStats
Market Timing & Algorithmic Trading With Fari Hamzei
Investing In Max Energy With Max Gagliardi
The Next Phase For Bitcoin With Matt Lohstroh
The Bear Market & Cold War With Bilal Hafeez
The Politics Of Money With Tho Bishop
Narratives, Price, & Flows With Patrick Karim
The Default Cycle Is Coming With Melody Wright
Credit Markets & Financials With Richard Christopher Whalen
The Golden Age Of Fraud With Edwin Dorsey
A Wild Recession With James Kostohryz
Momentum & Trend Trading With Christian Fromhertz
We’re All Short-Term Traders Now With Brian Shannon
The Bank Of Japan’s Warning With William Pesek
The Contrarian Edge With Vitaliy Katsenelson
Long Live Bitcoin (& Fiat) With Greg Foss
Global Imbalances & Class Warfare With Matthew Klein