Michael A. Gayed, CF

Michael A. Gayed, CF


5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.

658231 followers  •  1 follow  •    •   http://www.leadlagreport.com

"You want to cause a depression next week? Push interest rates to 500%. You want to cause a tremendous move? Lower interest rates to -25% which means we'll give you 25% if you borrow from us. But that will be at the expense of inflation." Clip 10

Who would you like to hear me interview next on my daily Twitter Spaces show? Tag below.

Does the stock market have the inflation narrative wrong? Check out my Lead-Lag Live discussion with @AndreasSteno  now on YouTube. Click: $SPX #stocks  #investing 

June 25, 2022 - Closing Thoughts For The Week

While a lot of countries are grappling with inflation, most Asian countries are not. Partly this is due to Covid and also the culling of 200m pigs due to an outbreak of swine flu in 2018-21 that increased prices dramatically but is now having a deflation effect #economy  #money 

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Buy when there’s blood and cannabis in the streets. Set your reminders and join me live alongside special guest @WolfOfWeedST  for a discussion on #stocks , #cannabis  & more.

Cotton futures have hit a near 6-month low as top consumer China is still stricken by lockdowns and there is lower demand from Mexico and Bangladesh, two key customers and manufacturers of clothes #clothing  #commodities 

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Soooooo...I guess now we know why Bill Gates has been buying up farmland.

Brazil managed this shit way better than the Fed.

Lumber I believe has begun its crash. Housing is next. And with that will come the relief rally in bonds. Risk-on, risk-off dynamics will return in spectacular fashion. Sooner than most think. Few understand this. Click Follow for more.

Our school system is broken. We teach kids about chemistry but nothing about investing. How many of you remember the periodic table? The lack of focus on money management makes no sense. It's what drives insanity in the stock market and debt. Click Follow for more.

Retweet if you are disappointed by literally everyone holding any public office.

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