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The Lead-Lag Report

Michael A. Gayed, CFA
Hundreds of paid subscribers

Developed from award-winning market research, The Lead-Lag Report gives you powerful market insights to improve your long-term investment strategy.

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PricingFreemiumPublishesDaily
Issues1758Founded3 years agoLast Issue6 days ago
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Latest Issues

TODAY - The Factor Investing Lie: Why Most Smart Beta Strategies Leak Risk

Join Me TODAY: Smart Beta Construction with Jason Hsu (Rayliant), Fujia Liu & Tony Yang (ChinaAMC)

I’m excited to welcome you to my next Lead-Lag Webinar session, sponsored by Rayliant.

TODAY at 10:00am ET, I’ll sit down with Jason Hsu, P...

6 days ago
379

The Factor Investing Lie: Why Most Smart Beta Strategies Leak Risk — Live With Jason Hsu, July 16

Join Me July 16: Smart Beta Construction with Jason Hsu (Rayliant), Fujia Liu & Tony Yang (ChinaAMC)

I’m excited to welcome you to my next Lead-Lag Webinar session, sponsored by Rayliant.

On Thursday, July 16 at 10:00am ET, I’ll sit down...

6 days ago
281

The Contradiction: Cool CPI, Hot Oil, Korean Bear

Today’s Lead-Lag Report post is sponsored by Rayliant

Join Me July 16: Smart Beta Construction with Jason Hsu (Rayliant), Fujia Liu & Tony Yang (ChinaAMC)

I’m excited to welcome you to my next Lead-Lag Webinar session, sponsored by Rayl...

6 days ago
365

The Rotation Confirmed: Defensive Names Reclaim Leadership, EEM/XLK/Gold Unwind, Risk-Off Signal Accelerates

Today’s Lead-Lag Report post is sponsored by GraniteShares

Volatility has been anything but linear this year, and advisors are increasingly asking the same question: how do you generate income when the fixed-income playbook keeps rewriti...

7 days ago
291

The Inflection Point Nobody Wants to Call

Today’s Lead-Lag Report post is sponsored by GraniteShares

Volatility has been anything but linear this year, and advisors are increasingly asking the same question: how do you generate income when the fixed-income playbook keeps rewriti...

7 days ago
326

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  • 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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