Michael Gayed, editor of the Lead-Lag Report, uses a 'What’s leading, what’s lagging, and why?' approach when it comes to analyzing stocks and other assets - and guiding subscribers to promising ...
Las Vegas Sands got unlucky at the gaming tables. That’s temporary. Starbucks sees same store sales down 7%. That’s a big problem. Paul Tudor Jones and Stanley Druckenmiller avoid Treasuries. DKI ...
If 2025’s economic narratives had an underdog, it could very well be deregulation, and the Free Markets ETF (NYSE:FMKT) is positioning itself to capitalize on its full potential before it's fully ...
Macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel. Sector opportunities and historical behavior during Democratic and Republican ...
Michael Gayed, publisher of The Lead-Lag Report, discusses market volatility around Trump's tariff flipflops and says he believes "unequivocally" that a deal will be struck for TikTok. Got a ...
In May, I brought up an odd trade idea here on InvestorPlace – one that would require taking a short position. This article — Bet Against Tech Stocks with This Bold, Lower-Risk Trade Idea — was ...
Michael Gayed of The Lead-Lag Report discusses the divergence in market valuation between Chinese and U.S. equities. He also sees a resurgence of inflation in the U.S., led by an upcycle in commodity ...
Amazing how everyone is now an expert at the reverse carry trade, isn’t it? I’ve been writing about this very scenario playing out since August of last year. That’s when I first raised the idea that ...
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