Lead-Lag Media® (@LeadLagMedia) / X

Lead-Lag Media®

802 posts

Lead-Lag Media®

@LeadLagMedia

We don't sell impressions. We deliver relationships — between fund issuers and the 250+ advisors influencing $50B+ in assets.

New York, NY

Joined May 2024

Pinned
Lead-Lag Media®
@LeadLagMedia
May 10
Advisors only. Hosting 3 private rooms this week with the team launching the only non-VIE China internet ETF. Boston Wed (lunch + dinner). NYC Thu dinner. 10-12 seats per room. No deck. No wholesaler script. Just the people who built it. DM if you want a seat.
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Lead-Lag Media® reposted
Goldscribs
@goldscribs
Jun 4
Replying to @leadlagreport
I just watched you on @ITMTrading. I didn’t realise you were you LOL if don’t make sense I love the idea about the comic books. You’re a legend for that.
9.7K
Lead-Lag Media®
@LeadLagMedia
Apr 6
247,000+ subscribers read Lead-Lag for one reason: The signals say what headlines won't. 3 of 4 intermarket signals are Risk-Off. We track all four — every week, before markets open. See what the tape is saying:
leadlagreport.com
Subscribe to The Lead-Lag Report
Developed from award-winning market research, The Lead-Lag Report gives you powerful market insights to improve your long-term investment strategy. Click to read The Lead-Lag Report, by Michael A....
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Lead-Lag Media®
@LeadLagMedia
Apr 6
The Fed can't cut — inflation expectations jumped 34% in one month. The Fed can't hike — GDP revised down to 0.7%. Betting markets: 26–41% chance of a rate HIKE in 2026. What is the bullish macro thesis?
April 6 Is the Only Date That Matters
From leadlagreport.com
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Lead-Lag Media®
@LeadLagMedia
Apr 5
Energy: +37% YTD. Software: -25% YTD. That's a 62-percentage-point spread between two S&P sectors in the same year. One of them is pricing in war. One of them hasn't priced it in yet.
April 6 Is the Only Date That Matters
From leadlagreport.com
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Lead-Lag Media®
@LeadLagMedia
Apr 5
3 of 4 intermarket signals: Risk-Off. S&P 500 now -3.8% below its 200-day MA. Five straight weekly losses — longest since 2022. Gold crashed from $5,000 to $4,494. Forced liquidation, not risk-on. The tape isn't confused.
Bracing for Impact
From leadlagreport.com
192
Lead-Lag Media®
@LeadLagMedia
Apr 5
Wall Street's S&P 500 price target: 8,349. Actual S&P 500: ~6,369. That's a 29% gap — the widest since October 2022. Either analysts are right and this is the buy of the decade… …or they haven't cut yet. Which is it?
Bracing for Impact
From leadlagreport.com
187
Lead-Lag Media®
@LeadLagMedia
Apr 5
Import prices +1.3% in one month — more than double consensus. PPI core: 3.9%. VIX back above 30. But sure, buy the ceasefire rally. The mirage looks real until it doesn't.
The Ceasefire Mirage
From leadlagreport.com
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Lead-Lag Media®
@LeadLagMedia
Apr 5
Nasdaq surged 3.8% on ceasefire rumors. WTI then spiked 11% in a single session after Trump's speech. The rally was a headline. The oil move was the signal. Energy's 3-month outperformance vs. SPY: +35.7%. Still intact.
The Ceasefire Mirage
From leadlagreport.com
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Lead-Lag Media®
@LeadLagMedia
Mar 13
REIT Leaders & Laggards: Rate Cuts, Trump 2.0, and the Real Estate Outlook Read here: leadlagreport.com/p/reit-leaders…
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Lead-Lag Media®
@LeadLagMedia
Mar 7
Seth Cogswell on Echoes of 1999 Watch here: leadlagreport.com/p/seth-cogswel…
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Lead-Lag Media®
@LeadLagMedia
Mar 4
Steady Hands, Shifting Sands Read here: leadlagreport.com/p/steady-hands…
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Lead-Lag Media®
@LeadLagMedia
Feb 28
Will the Gold and Silver Crash Bring Back Treasuries as the Risk-Off Trade of Choice? Read here: leadlagreport.com/p/will-the-gol…
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