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@leadlagreport Avatar @leadlagreport Michael A. Gayed, CFA

Michael A. Gayed, CFA, is launching and promoting the Free Markets ETF ($FMKT), which aims to capture value from deregulation. He believes deregulation, particularly in sectors like energy and aviation, will have a significant impact on the market and is positioning his ETF and portfolio to benefit from these changes. Gayed is also sharing his investment process and insights on companies that will benefit from regulatory shifts.

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Social category influence finance #6229 countries XXXX% cryptocurrencies XXXX% stocks XXXX% social networks XXXX% technology brands XXXX%

Social topic influence $jojo #1, vix #48, stocks #1950, china 2.78%, bitcoin 2.78%, debt 2.08%, $vix #209, $250k #43, hedge #70, trade war XXXX%

Top accounts mentioned or mentioned by @nikomanetas @mthrshpofdrp @dueyfromstlouis @grok @emmettbrownmd @willohara131 @the3rdreginald @stockstormx @anveshak99 @khushindermohan @heavyrainwa @tx9mx @the1cryptogod @soggytraders @wise_token @mark_ledain @spergburger @stefan_sager1 @aynirealtor @thisenduringlif

Top assets mentioned Bitcoin (BTC) Vixco (VIX) Robinhood Markets, Inc. (HOOD) Cosmos (ATOM) Sui (SUI) Aptos (APT) Sei (SEI) Chainlink (LINK) Cardano (ADA) Ethereum (ETH) SPDR GOLD ETF (GLD)

Top Social Posts #

Top posts by engagements in the last XX hours

"2022 was the year when risk-off Treasuries failed to counter risk-on stocks as a hedge against volatility. 2025 could be the flight-to-safety trade back into Treasuries finally returns. If Im right the ATAC Credit Rotation ETF $JOJO can potentially benefit. 🧵👇 (1/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.7K followers, 136K engagements

"Should I make my account private again given the vitriol and disgusting comments still coming at me"
X Link @leadlagreport 2025-10-19T19:45Z 756.7K followers, 19.7K engagements

"The China trade war is a distraction. Something is happening to banks. To private credit. Think"
X Link @leadlagreport 2025-10-16T16:01Z 756.7K followers, 530.9K engagements

"Oh wait I was wrong about Gold and I should be fucking crucified on X for it"
X Link @leadlagreport 2025-10-19T21:02Z 756.7K followers, 28.2K engagements

"The $1000 Revolution: Sam Nofsinger on Direct Indexing Taxes and the Future of Investing"
X Link @leadlagreport 2025-10-20T20:27Z 756.7K followers, 10.7K engagements

"Dont know dont care anymore to comment on it anymore"
X Link @leadlagreport 2025-10-06T11:13Z 756.7K followers, 30.7K engagements

"Dont know dont care. I wa a bullish as hell the day of the low when the reverse carry trade freaked everyone August X last year. Im done"
X Link @leadlagreport 2025-10-06T16:19Z 756.7K followers, 39K engagements

"Its 2021 all over again. Its obvious. And no - Im not a perma bear. You can see that from my pinned post"
X Link @leadlagreport 2025-10-08T20:55Z 756.7K followers, 17.5K engagements

"The market fell the Friday before the 1987 crash. Not a call or a prediction. I dont give a fuck. But ask yourself why Utilities and Treasuries have been outperforming into new highs the last two weeks. They knew"
X Link @leadlagreport 2025-10-10T17:34Z 756.7K followers, 73.1K engagements

"They are going to start a bear market just as Robinhood allows shorting for retail investors. Like and repost if you understand this"
X Link @leadlagreport 2025-10-10T18:50Z 756.7K followers, 32.5K engagements

"Everything in life goes through cycles. Your mood. Your happiness. Your success. I hear him. I remember"
X Link @leadlagreport 2025-10-11T00:27Z 756.7K followers, 15.4K engagements

"First allow me to clarify that all of my rules-based Funds are separate from my research (The Lead-Lag Report). Rules-based means the Funds are not based on my discretionary thinking. Tweets around my Funds ( $JOJO $ATACX) require compliance review and approval. (2/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.7K followers, 1539 engagements

"I have seen some argue that I am ducking criticisms around my Funds. These comments do not understand how my industry works. This thread is meant to set the record straight on the conditions $JOJO is designed for. (3/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.7K followers, 1642 engagements

"Now there is yield for bond funds like $JOJO. Now there are tactical opportunities for bond funds like $JOJO. Keep an open mind. One year does not invalidate decades of research. Consider $JOJO as part of your bond allocation. (9/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.7K followers, 7241 engagements

"One final note. I plan on doing more threads to address $ATACX in the weeks ahead. Each Fund has different signals to rotate risk-on or risk-off. But they all rely on Treasuries as the risk-off trade. This is not about signals. This is about cycles. (10/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.7K followers, 7540 engagements

"Learn more about $JOJO at Lead-Lag Publishing LLC is not an affiliate of Tidal/Toroso or ACA/Foreside"
X Link @leadlagreport 2025-10-11T11:44Z 756.7K followers, 7110 engagements

"If credit spreads are widening in private credit then this becomes something far more significant. Contagion. This could be why public equity in the private credit space has performed poorly the last few weeks. Would find its way to junk debt"
X Link @leadlagreport 2025-10-11T13:27Z 756.7K followers, 11.3K engagements

"I believe we can see the $VIX double this week. If Im wrong I dont give a shit. This is a whipsaw and volatility is massively underpriced. Goodnight"
X Link @leadlagreport 2025-10-12T22:10Z 756.7K followers, 29.6K engagements

"Ill make the same argument I made in April which didnt happen. Gold would be the next to liquidate because when faced with uncertainty and margin calls the first thing traders do is sell their biggest winners (Gold). The term is the disposition effect. Could be right now"
X Link @leadlagreport 2025-10-17T09:41Z 756.7K followers, 28.6K engagements

"This isnt about China. Its about private credit. You are about to be whipsawed"
X Link @leadlagreport 2025-10-17T11:48Z 756.7K followers, 69.2K engagements

"*CFA Charterholder. It takes over XXX hours per exam and X exams to be awarded the Charter which I did in 2008. I sacrificed significant time and put incredible effort to pass those exams. You dont know discipline. You dont know sacrifice. Youre weak"
X Link @leadlagreport 2025-10-18T13:33Z 756.7K followers, 32.3K engagements

"Unpopular opinion: being fit and strong in your 40s is a bigger flex than a screenshot of your portfolio value"
X Link @leadlagreport 2025-10-18T17:34Z 756.7K followers, 22.5K engagements

"What if the private debt stress isnt a head fake The boom in non-bank lendingtrillions in corporate loans made outside public marketshas long promised steady high returns but much of it rests on opaque valuations. New Lead-Lag Report Post. Click:"
X Link @leadlagreport 2025-10-18T19:46Z 756.7K followers, 15.7K engagements

"I was wildly bullish on Gold from October 2023 to April 2025. They forget"
X Link @leadlagreport 2025-10-19T11:29Z 756.7K followers, 16.2K engagements

"China has done the same through Tik Tok by fucking up our youth"
X Link @leadlagreport 2025-10-19T12:09Z 756.7K followers, 21.5K engagements

"When bonds and defensives do well together money is moving toward safety no matter what the collective says. Beneath the surface the market is hedging against precisely what most believe cannot happen"
X Link @leadlagreport 2025-10-07T17:58Z 756.7K followers, 40.2K engagements

"Im a fund manager. Each fund I launched costs at least $250k a year just to keep open. Show me what risks you pretended to take. And your accomplishments"
X Link @leadlagreport 2025-10-10T19:36Z 756.7K followers, 21.7K engagements

"I was wrong X years ago arguing we were going to have a credit event. The gap between the VIX (blue) and credit spreads (red) only widened. But it only gets resolved by a collapse in junk debt. This was the thesis all along - a resync. Think"
X Link @leadlagreport 2025-10-11T11:42Z 756.7K followers, 15.5K engagements

"$JOJO uses the relative performance of Utilities against US Large-Cap Stocks to determine when to be junk-on in high yield bond ETFs or junk-off in long-duration Treasuries. Why As shown in the 2014 Dow Award paper Utilities historically signal higher volatility. (4/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.7K followers, 7984 engagements

"In periods of heightened volatility for the stock market two things typically happen on average. 1) Credit spreads widen as bond investors perceive volatility in stocks as increasing default risk. 2) Treasuries become the "flight-to-safety" trade during stress. (4/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.7K followers, 1309 engagements

"The problem isnt $ATOM. The problem isnt $SUI. The problem isnt $APT. The problem isnt $SEI. The problem isnt $LINK. The problem isnt $ADA. The problem isnt $ETH. The problem is overconfidence. Overconfidence leads to leverage. Leverage leads to crashes"
X Link @leadlagreport 2025-10-11T17:23Z 756.8K followers, 13K engagements

"Its shocking how massively bullish everyone got the last X hours. This isnt over. Something is happening within private credit"
X Link @leadlagreport 2025-10-13T01:44Z 756.7K followers, 32.8K engagements

"My account is locked only to followers. Only you see my posts. If Im right this week defend me"
X Link @leadlagreport 2025-10-13T11:00Z 756.8K followers, 31K engagements

"Something big happening to the banks"
X Link @leadlagreport 2025-10-14T23:57Z 756.8K followers, 36.1K engagements

"Unlocked my account and making it public again. I want you to see what comes next. Gold is sending a warning. And the $VIX is about to deliver it. Goodnight"
X Link @leadlagreport 2025-10-16T03:32Z 756.7K followers, 76.4K engagements

"They know its about banks. Thats why they are providing help to community banks. They are distracting you with China. I warned of a $VIX spike being imminent last Wednesday. Its here"
X Link @leadlagreport 2025-10-16T16:35Z 756.7K followers, 29.6K engagements

"They will crash stocks to save bonds"
X Link @leadlagreport 2025-10-16T18:26Z 756.7K followers, 88.9K engagements

"A VIX Explosion Is Here"
X Link @leadlagreport 2025-10-16T19:45Z 756.8K followers, 28.8K engagements

"I said it before Ill say it again. Private credit is this cycles sub-prime. Now fucking like and repost if you understand this"
X Link @leadlagreport 2025-10-16T23:37Z 756.7K followers, 92.8K engagements

"The issue is if private credit is aggressively weakening against a hidden backdrop of leverage its not an easy fix. The Fed cant step in mechanically like they did in March 2023 during the regional bank scare then. And mark-to-market is how you have contagion. Think"
X Link @leadlagreport 2025-10-17T02:17Z 756.7K followers, 20.7K engagements

"Look at Newmont"
X Link @leadlagreport 2025-10-17T20:06Z 756.7K followers, 26.6K engagements

"Unpopular opinion: we just saw a blow-off top in Gold. Not an argument for a secular bear market. I know - in a few months they will screenshot this and insult me. Dont give a fuck - could be wrong but it looks like a mania short-term. Like and repost if you understand this"
X Link @leadlagreport 2025-10-17T20:47Z 756.7K followers, 60.6K engagements

"Were fucked. Gayed has said"
X Link @leadlagreport 2025-10-17T21:21Z 756.8K followers, 28.3K engagements

"It takes at least $250k a year to run a mutual fund/ETF. That's without marketing/ad spend and doesn't factor in startup costs separate from that of $70k in the first X months. XX% of X has no idea how hard the business side of running a fund is. They'd rather insult you"
X Link @leadlagreport 2025-10-18T00:00Z 756.8K followers, 32.8K engagements

"Specifically because of margin calls. This was the argument I made in April (before I called the biggest intraday turnaround for stocks in history the morning of the low). The disposition effect"
X Link @leadlagreport 2025-10-19T11:56Z 756.8K followers, 20K engagements

"There are no gurus only cycles"
X Link @leadlagreport 2025-10-19T12:14Z 756.8K followers, 31.1K engagements

"All of these people arguing Gold and Bitcoin are a crisis hedge and that the world is headed for a reset. You know whats a crisis hedge Getting your ass in shape. Now shut the fuck up about all your pontifications over things you cant control and get the fuck after it"
X Link @leadlagreport 2025-10-19T12:35Z 756.8K followers, 12.3K engagements

"This is retarded. Look at the assumed return rate"
X Link @leadlagreport 2025-10-19T12:51Z 756.8K followers, 119.2K engagements

"Two of the most powerful words I will. Nothing can stop your will. Only you"
X Link @leadlagreport 2025-10-19T12:58Z 756.8K followers, 12K engagements

"Someone just attacked me for saying there are no gurus only cycles. That statement is a statement of fact. If you think otherwise you are a sucker who doesnt understand a damn thing"
X Link @leadlagreport 2025-10-19T19:01Z 756.7K followers, 13.6K engagements

"You know youre right when the counter-argument is an insult"
X Link @leadlagreport 2025-10-19T20:21Z 756.8K followers, 24K engagements

"@kvanderhoek75 from 0"
X Link @leadlagreport 2025-10-20T00:59Z 756.8K followers, XXX engagements

"Ok. So Im going to get extreme. I want visible abs by end of November. Going to a level Ive never gone to before"
X Link @leadlagreport 2025-10-20T01:20Z 756.7K followers, 18.2K engagements

"Solid explanation of how YieldBOOST works by @willrhind"
X Link @leadlagreport 2025-10-20T15:48Z 756.7K followers, 8697 engagements

"Gold is _________"
X Link @leadlagreport 2025-10-21T20:35Z 756.7K followers, 52.6K engagements

"Exploring the Cambria US Equal Weight ETF (USEW): Diversifying Beyond Market Cap"
X Link @leadlagreport 2025-10-22T15:31Z 756.7K followers, 7407 engagements

"Of the X risk-off assets (Gold the Dollar Utilities and Treasuries) only long-duration Treasuries are working today. Clear flight to quality taking place. A lot more weakness beneath the market than headlines averages would have you believe. VIX spike repeat"
X Link @leadlagreport 2025-10-22T17:51Z 756.7K followers, 13.8K engagements