The Free Markets Report
Michael A. Gayed, CFAThe Free Markets Report: Your critical lens on deregulation's impact on markets and investments. This incisive publication dissects regulatory policies, analyzes their effects on companies and economic sectors, and delivers targeted stock recommendations
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 70 | Subscribers | Read | freemarketsreport.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
How Deregulation Could Accelerate U.S. Infrastructure
For decades, building almost anything in America has meant wrestling with long environmental reviews, overlapping permits, and a slow-moving bureaucracy. A bridge or highway could spend more time in the planning pipeline than under construc...
Trucking & Transport: How 2025 Deregulation Is Reshaping a $1 Trillion Industry
Drive across the U.S. and you’ll see the arteries of the economy in motion: freight trucks streaming down every interstate, moving nearly everything Americans buy. The trucking and transport sector now underpins more than $1 trillion in fre...
Deregulation Meets Private Credit: How Looser Rules Could Fan the Flames of Non-Bank Lending
When Wall Street lenders descended on Miami Beach for the ABS East structured-finance conference, the mood was euphoric. Ballrooms and cabanas overflowed with dealmakers as private-credit managers negotiated loans late into the night¹. The ...
Permitting Reform as Deregulation: Bottlenecks in Energy, Mining & Infrastructure
Imagine an energy company ready to build a new wind farm or transmission line, only to wait years for a permit. That’s the reality for many U.S. projects. Federal reviews under the National Environmental Policy Act (NEPA) often take more th...
Authors
The writers behind this newsletter.
5x Dow & Founders Award Winner. Portfolio Manager. Sign up to The Lead-Lag Report on Substack for access to my daily investment research. Follow for analysis, trade ideas, and more. \ud83d\udc47
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