Michael A. Gayed, CFA (@leadlagreport) / X

Michael A. Gayed, CFA

11.2K posts

Michael A. Gayed, CFA

@leadlagreport

Portfolio Manager of The Free Markets ETF ( $FMKT ), The ATAC Credit Rotation ETF ( $JOJO ), & The ATAC Rotation Fund ( $ATACX )

Click link for research

Joined December 2010

Pinned
Michael A. Gayed, CFA
@leadlagreport
May 2
I have been quiet long enough. This is perhaps the most important thread on X ever published. And the most powerful and impactful comic book you will ever read. If you want to understand the reverse carry trade, bookmark this. Oil, Yen, Japan, and an all-star cast. 1/24🧵👇
404K
Michael A. Gayed, CFA
@leadlagreport
Jul 19, 2024
A single company, Crowdstrike, has brought the world to its knees overnight because of a glitch. Good luck with your AI future.
431K
Michael A. Gayed, CFA
@leadlagreport
Jul 18, 2024
Over a year fasting. Over a year exercising. Over a year fighting. Over a year losing nearly 100 pounds. Over a year to turn back the clock. Do not fucking relent. Father Time in undefeated. I won’t go down without a fight.
169K
Michael A. Gayed, CFA
@leadlagreport
Jul 20, 2024
3 meals a day and you gain weight. 2 meals a day and you maintain weight. 1 meal a day and you lose weight. Few understand this.
298K
Michael A. Gayed, CFA
@leadlagreport
Jul 16, 2024
They keep saying Trump is a threat to our democracy. No. What’s a threat to our democracy is over $35 trillion in debt that keeps rising faster than our taxes and inflation.
297K
Michael A. Gayed, CFA
@leadlagreport
Sep 3, 2024
BREAKING: $NVDA IS TAKING DOWN THE ENTIRE FUCKING STOCK MARKET, AND THE $VIX IS NOT GOING TO 0 BRO
157K
Michael A. Gayed, CFA
@leadlagreport
Sep 3, 2024
Wait till they realize the carry trade was the real reason for $NVDA momentum
119K
Michael A. Gayed, CFA
@leadlagreport
Jul 16, 2024
The entire world is rotating out of $NVDA into Russell 2000 small-cap stocks.
232K
Michael A. Gayed, CFA
@leadlagreport
Sep 3, 2024
I will be proven right about Japan sparking a global margin call through the reverse carry trade, resulting in the long awaited credit event in the U.S. I will not relent. Despite it all. Like and repost if you understand this.
Bloomberg Markets
@markets
Sep 3, 2024
Bank of Japan Governor Kazuo Ueda submitted a document to a government panel suggesting that the central bank will continue to raise interest rates if the economy and prices perform as expected by the BOJ trib.al/4qUH2eE
119K
Michael A. Gayed, CFA
@leadlagreport
Sep 3, 2024
Wait so $NVDA can take down the entire stock market
122K
Michael A. Gayed, CFA
@leadlagreport
Jul 20, 2024
I will not fucking relent.
104K
Michael A. Gayed, CFA
@leadlagreport
Aug 30, 2025
My account is locked only to those who already follow me. Experiment. I want to build a legit community. So I expect you to engage respectfully and thoughtfully. No more of the bullshit that plagues this fucking platform. Make real connections and provide real value.
34K
Michael A. Gayed, CFA
@leadlagreport
Aug 30, 2024
62K
Michael A. Gayed, CFA
@leadlagreport
Jul 11, 2024
The entire world is rotating from $NVDA to small-caps.
152K