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The Free Markets Report

Michael A. Gayed, CFA

The 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
Substack
PricingOnly free issuesPublishesDaily
Issues66SubscribersRead freemarketsreport.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

States vs Feds: When Federal Deregulation Preempts State Environmental Laws

Federal and state environmental rules are in a rare tug-of-war. In 2025, the federal government launched a sweeping rollback of climate and pollution regulations—even as states like California and New York were tightening theirs. In March, ...

2 months ago
1
0

Deregulation as a Catalyst: Which Sectors Are Poised to Be Transformed?

Imagine governments cutting red tape: businesses race ahead, but at what cost? Deregulation is like lifting a brake on industry. It can unleash hidden momentum or create new headwinds. Which industries would sprint if regulators step back? ...

2 months ago
1
0

$FMKT: How Deregulation Is Powering Digital Healthcare Through Hims & Hers Health

Imagine solving a personal health issue without ever stepping into a doctor’s office. Not long ago, that would have sounded unrealistic—maybe even illegal. Today it’s normal, and one big reason is something that doesn’t often make headlines...

2 months ago
1
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$FMKT: Why Deregulation Has Joby Aviation (JOBY) Flying High in The Free Markets ETF

Imagine skipping rush-hour gridlock by boarding a quiet electric aircraft that lifts off from a downtown rooftop. Within minutes, you’re across the city. That vision is no longer science fiction—it’s Joby Aviation’s reality. It’s also a sto...

2 months ago
3
0

Authors

The writers behind this newsletter.

  • Michael A. Gayed, CFA

    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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