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 | 72 | Founded | a year ago | Last Issue | a month ago |
| Active | |||||
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freemarketsreport.substack.comLatest Issues
Trump's Wartime Powers Come for Energy: What the DPA Means for Pipelines and Portfolios
On the afternoon of April 20, 2026, five presidential memoranda landed in the inbox of Energy Secretary Chris Wright. Each one invoked Section 303 of the Defense Production Act of 1950 — the same wartime law that Franklin Roosevelt used to...
The Free Markets Report Is Back: What You Missed in 5 Months of Deregulation
I went quiet in November. That was a mistake.
Not because the deregulation story ended — but because it accelerated faster than at any point in modern American history, and this publication wasn’t here to cover it.
Let me fix that. The Fr...
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...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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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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