Sitemap - 2024 - The Lead-Lag Report
This Diversified Mix Of High Yield Asset Classes Hits The Right Notes
Navigating Financial Turbulence and Embracing New Portfolio Models with Alex Shahidi
Rate Cut Expectations vs. Reality
This Junk Bond Fund Has Potential In The Near-Term
Justin Huhn on Nuclear Energy Advocacy, US Reactor Revival, and Uranium Market Dynamics
A Surprisingly Steady 8% Yield
Rick Rule on Price Controls, Gold Investment Strategies, and Natural Resource Market Dynamics
Strong Bond Market Diversification
Why Aren't Small-Caps Rallying Despite The 50 Basis Point Cut?
John Roque on Mastering Technical Analysis, Bond Yield Cycles, and Precious Metals Trends
The Last Two Times The Fed Led Off With A Half-Point Cut Were 2001 And 2007
Most Credit Spread Measures Don’t Indicate Much Risk, But One Of Them Does
This 10% Yielder Is Positioned Well In The Short-Term
The Most Interesting Week Of The Year
Stocks Rally, But Risk-Off Signs Remain Firm
Marc Faber on the Yen's Rise, Chinese Investment Trends, and the Impact of Media Narratives
This 12% Yield Is Hiding Some Warts
Dan Gallagher on the Anatomy of a Stock Market Crash
No, The Reverse Yen Carry Trade Isn’t Over
This 11% Yielding Floating Rate Bond Fund Is Strong On Yield
Utilities Continue To Signal Risk Remains Elevated
Mike Green on ETF Innovation, Passive Investing Risks, and the Future of Alternative Assets
Nvidia Can Take Down The Entire Stock Market
The Fed Is About To Cut Rates; What Can We Expect From Gold & Silver?
Peter Boockvar on Market Volatility Drivers, CPI Implications, and Inflationary Strategies
What If The Market Has Been Trading On Bad Data All Along?
Despite Some Extra Volatility, There’s Enough Here To Warrant Consideration For This 10% Yielder
The Biggest Developments Internationally
The Core Of The Economy Is Slowing
Lyn Alden on Yen Carry Trade Misestimations, US Dollar System Insights, and Global Market Dynamics
Private Credit Could Be The “Sub-Prime” Of The Next Global Credit Event
A Solid Dividend Equity Portfolio
Weston Nakamura on Yen Carry Trade Risks, Japan's Currency Interventions, and Global Implications
High Yield Bonds vs. Small Caps: Which One’s More Likely To Break?
Should We In Good Conscience Consider Any Junk Bond Fund In This Environment?
Matt Stoller on U.S. Monopolies, Political Dynamics of Corporate Power, and Antitrust Enforcement
Is The Reverse Carry Trade Here?
Joseph Wang on Federal Reserve Politics, Rate Cut Implications, and Trump's Dollar Strategy
Do Regional Banks Deserve To Be Getting Pulled Higher By Small Cap Momentum?
10% Yielding Corporate Bond Fund
Julian Brigden on Tech Market Sustainability, Small vs. Large Cap Dynamics, and Inflation Risks
Did The Carry Trade Fuel Tech Momentum?
Did CrowdStrike Just Expose Just How Fragile The Future Of AI Is?
Is The Small-Cap Rally Sustainable?
David Rosenberg's Bold Predictions on Global Markets and Economic Trends
Is This Small-Cap Rally Good Or Bad
Where A Big Distribution Increase Actually Looks Like A Bad Thing
Is The Small-Cap Rally A Trap?
Keith Weiner: Rates Will Slam Down To 0 As Gold Soars
Why You Should Consider Mitigating Your Downside Risk
The Right Fund For Junk Bond Exposure
Is Jerome Powell Hinting at a September Rate Cut?
Treasuries And Gold Might Be Re-Emerging
Ophir Gottlieb on the Financial Frontier: Small Business Hurdles and Bitcoin Potential
This Could Be The Crack In The Dam
Understanding Collateralized Loan Obligations with Expert Shiloh Bates
Is The Market Pricing In A Trump Win?
Is Japan’s Fiscal Situation Not As Bad As It Seems?
This 12% Yielder Is A Strong Long-Term Holding
Nvidia Is Distorting Everything
This Is Why China Is Buying Up All The Gold With Jan Nieuwenhuijs
The Reverse Carry Trade Remains In Play
Are We Headed For Volmageddon 2.0?
Consumer Activity Is Topping Out
From Nord Stream to Taiwan: Brandon Weichert on Global Flashpoints
Falling Yields Didn't Help Small-Caps
May’s Cooling Inflation: Trend Or Aberration?
The Most Deceptive (And Phony) Bull Market In History
Gretchen Morgenson on Uncovering the Dark Side of Private Equity
We’re Starting To See The End Of The Duration Bear Market
The Signals Are Getting It Right
Gareth Soloway on Market Psychology, Risk Management, and Economic Forecasts
Wait - So Recession Is Still Possible?
The Rare 10% Yielder That Delivers On Risk-Adjusted Performance
A Market Divided Can Not Stand
Analyzing the Evolution of Asset Management in the Digital Era with James Sayffart
Transports Confirm Utilities Strength Is NOT About AI
Just Because You’re Early Doesn’t Make You Wrong
Utilities And Gold Are Still Rallying
Gold Remains Incredibly Strong
Professor Glenn Okun on Mastering the Art of Startup Finance Amid Economic Swings
Roaring Kitty Is Everything That’s Wrong With This Market
This 8% Yielder Is A Solid Diversifier
Matt Dines on Navigating the End of the Bond Bull Market
Something Is Ridiculously Wrong
Japan Is The Catalyst, But It’s The Mortgage Market That Could Tip It Over The Edge
Utilities Strength Should Concern You
Sam Burns on Mastering Asset Allocation Amidst Market Crossroads and Economic Uncertainty
Silver: The Best Ways To Invest
The S&P 500 Plus Quadruple The Yield
The Quest for Financial Literacy in a Volatile Market Landscape with Caleb Silver
This Is What A Currency Crisis Looks Like
Food Inflation Could Be A Strong Signal For Where The Bond Market Heads Next
An Extra 1.5% On Top Of T-Bill Yields
Alasdair Macleod on Gold's Rising Fortunes and the Looming Dollar Decline
A Decisive Risk-Off Environment
Reverse The Wealth Effect And Crash Stocks To Save The System
Michael Howell: Liquidity Can’t Stop A Refinancing Crisis
A Big Distribution Increase Cements The Case For This Covered Call Fund
Unraveling the Complexities of Energy Markets with Expert Amena Bakr
A Strong Covered Call Fund Whose Diversification And Value Are Advantages
Risk-Off Conditions Are Screaming
Dan Russo on Mastering Systematic Investment Strategies and the Art of Risk Management
Several Reasons Why You Shouldn’t Be Entranced By This 14% Yield
Charting the Course of Fixed Income Markets in the Face of Inflation with Althea Spinozzi
Over Concentration In Your Portfolio Tends To End Very Badly
This 9% Yielder Offers Promise
The Biggest Headline Of The Week
That "Something" That Could Change Everything
Forecasting Financial Futures with Tuomas Malinen in Unpredictable Times
Utilities And Gold Still In Control
The Bank of Japan Is Getting Ready To Move
Christine Benz on Mastering Investment Strategies and Navigating Retirement Planning Challenges
Could Gold Be Sensing A Currency Crisis?
Gold, Utilities & Treasuries Are Experiencing Sharp & Sudden Rallies At The Same Time
An Attention-Grabbing High Yield
China Dominates The Conversation
Dissecting the Narrative of Financial Gloom with Zachary Karabell
If The U.S. Economy Is So Strong, Why Are Small-Caps Performing So Miserably?
Smart Construction For An Unconstrained CEF
Wall Street Wisdom with Todd Harrison Charting the Cannabis Sector's Growth
Inflation Hedges: When Have Equities Worked
A Solid Looking 9% Yielding Bond Fund On The Surface
Dissecting the AI Revolution's Economic Ripple Effects with Industry Expert Dylan Patel
Gold Miners: One Of The Market’s Best Pure Value Plays
A 5-Star Covered Call Fund That’s Gone On Sale
How To Eliminate The Remaining Bears
Jeffrey Hirsch's Insightful Analysis of Stock Market Cycles and Investment Opportunities
One Of The Most Distorted Stock Markets In History
A Solid 11% Yielding Convertible Bond Portfolio
Credit Card Delinquencies Surge 50%
Jim Bianco on Strategizing for Economic Shifts and Inflation Challenges
Soaring Job Numbers Mask a Fracturing Labor Market
Can The Red Sea Conflict Trigger A 2nd Round Of High Inflation AND A Credit Event?
A Solid Global Asset Allocation Fund Overall
There's Tech And Then Everything Else
Deciphering Global Capital Flows and Market Dynamics with Lawrence McDonald
The Signal For A Potential 2nd Round Of Inflation
Catching China's Falling Knife
Half Of The S&P 500 Sectors Are In A Correction
Navigating Value Investing and the Energy Transition with Vitaliy Katsenelson
10 Out Of 11 Sectors Are NOT At All-Time Highs
Short Attention Spans Are Killing Investors
This Solid 10% Yielding Junk Bond Fund Is The Right Portfolio
A Rough Start To Earnings Season
Navigating the Canadian Housing Bubble: Expert Insights with Hilliard MacBeth
A Wide Range Of Potential Outcomes
The Biggest Winner In The Bitcoin ETF Race?
Delivering A Strong Risk-Off Signal
Unveiling the Future of Cannabis: A Dramatic Interview with Brady Cobb
If History Is Any Guide, You’ll Want To Pay Attention To Utilities’ Hot Start To 2024