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# ![@leadlagreport Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::227755413.png) @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.

### Engagements: XXXXXXX [#](/creator/twitter::227755413/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227755413/c:line/m:interactions.svg)

- X Week XXXXXXXXX +150%
- X Month XXXXXXXXX +70%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::227755413/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227755413/c:line/m:posts_active.svg)

- X Week XXX +88%
- X Month XXX +127%
- X Months XXXXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::227755413/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227755413/c:line/m:followers.svg)

- X Week XXXXXXX +0.02%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX +0.19%

### CreatorRank: XXXXXX [#](/creator/twitter::227755413/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227755413/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::227755413/influence)
---

**Social category influence**
[finance](/list/finance)  #893 [countries](/list/countries)  #6728 [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$fmkt](/topic/$fmkt) #1, [vix](/topic/vix) #51, [stocks](/topic/stocks) #556, [$vix](/topic/$vix) #56, [china](/topic/china) #350, [debt](/topic/debt) #1610, [$jojo](/topic/$jojo) #1, [about to](/topic/about-to) #372, [trumps](/topic/trumps) 0.13%, [investment](/topic/investment) #4318

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@wise_token](/creator/undefined) [@mthrshpofdrp](/creator/undefined) [@nikomanetas](/creator/undefined) [@kraneshares](/creator/undefined) [@willohara131](/creator/undefined) [@wellhellomrv](/creator/undefined) [@scottpittmann](/creator/undefined) [@hashdex](/creator/undefined) [@anveshak99](/creator/undefined) [@stevenkittlefrp](/creator/undefined) [@khushindermohan](/creator/undefined) [@staxsatoshis](/creator/undefined) [@furrshurr1](/creator/undefined) [@teddysanglo8](/creator/undefined) [@arealcanadianl1](/creator/undefined) [@nasdaq](/creator/undefined) [@cmtrandazzo](/creator/undefined) [@stefan_sager1](/creator/undefined) [@aynirealtor](/creator/undefined)

**Top assets mentioned**
[Vixco (VIX)](/topic/$vix) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Cosmos (ATOM)](/topic/$atom) [Sui (SUI)](/topic/$sui) [Aptos (APT)](/topic/$apt) [Sei (SEI)](/topic/$sei) [Chainlink (LINK)](/topic/$link) [Cardano (ADA)](/topic/$ada) [Ethereum (ETH)](/topic/$eth) [Uranium Energy Corp. (UEC)](/topic/$uec) [Archer Aviation Inc. (ACHR)](/topic/$achr) [SPX6900 (SPX)](/topic/$spx)
### Top Social Posts [#](/creator/twitter::227755413/posts)
---
Top posts by engagements in the last XX hours

"VIX spike I believe begins today. Dont give a shit if Im wrong. Dont give a shit if you screenshot and attack me while you contribute nothing to this world"  
[X Link](https://x.com/leadlagreport/status/1975902340118114609) [@leadlagreport](/creator/x/leadlagreport) 2025-10-08T12:33Z 756.8K followers, 105.1K engagements


"United Airlines' $UAL commitment to purchase up to XXX Archer aircraft provides crucial market validation. This partnership isnt just about salesit signals that major industry players believe regulatory barriers are finally falling for next-gen aviation Great for $FMKT. (6/10)"  
[X Link](https://x.com/leadlagreport/status/1975213531529424945) [@leadlagreport](/creator/x/leadlagreport) 2025-10-06T14:56Z 756.4K followers, XXX engagements


"They will crash stocks to save bonds"  
[X Link](https://x.com/leadlagreport/status/1978890246856052967) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T18:26Z 756.8K followers, 88.2K engagements


"8) To be sure deregulation isnt a free lunch: looser rules can bring long-term risks (e.g. environmental or financial). But in the near term Trumps rollbacks clearly lowered costs and improved profit outlooks dampening inflationary pressures"  
[X Link](https://x.com/leadlagreport/status/1974940245516063118) [@leadlagreport](/creator/x/leadlagreport) 2025-10-05T20:50Z 756.1K followers, 6989 engagements


"Learn more about $FMKT at The subadvisors Point Bridge SYKON and Tactical Rotation Management use artificial intelligence as a screening tool to help identify companies that fit the Fund's investment strategy. Positions are determined by what stocks the investment committee believes likely benefit the most from deregulation. Lead-Lag Publishing LLC is not an affiliate of Tidal/Toroso Tactical Rotation Management LLC SYKON Capital Point Bridge Capital LLC or ACA/Foreside"  
[X Link](https://x.com/leadlagreport/status/1978849038834270566) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T15:42Z 756.8K followers, 5192 engagements


"I could be dead wrong. God knows its been a brutal cycle for me. Then again. There are no gurus only cycles. I hope I at least am getting you to think"  
[X Link](https://x.com/leadlagreport/status/1979015350927696314) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T02:43Z 756.8K followers, 16.3K engagements


"I thought everyone was bearish"  
[X Link](https://x.com/leadlagreport/status/1976444500051624386) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T00:27Z 756.8K followers, 23.5K engagements


"Everything in life goes through cycles. Your mood. Your happiness. Your success. I hear him. I remember"  
[X Link](https://x.com/leadlagreport/status/1976806940924953079) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T00:27Z 756.8K followers, 15.4K engagements


"They forget that the majority of major stock market meltdowns start after the Fed starts an interest rate cutting cycle"  
[X Link](https://x.com/leadlagreport/status/1976741094915440812) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T20:06Z 756.8K followers, 30.7K engagements


"I almost gave up. Took my account private. Couldnt handle the pressure. The stress going on outside X. I almost gave up. But I saw something happening beneath the surface. And I got DMs from followers encouraging me. To not relent. Fuck it. From ash to fire. Im back"  
[X Link](https://x.com/leadlagreport/status/1978882074258927710) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T17:53Z 756.8K followers, 55.7K engagements


"Should probably say a blow-off top. Not an argument for a secular bear market"  
[X Link](https://x.com/leadlagreport/status/1979282644333662472) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T20:25Z 756.7K followers, 6437 engagements


"AI compounded this. All private lending has only gone to AI. It starved all the other private credit deals that need funding now"  
[X Link](https://x.com/leadlagreport/status/1979014005931823253) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T02:38Z 756.8K followers, 12.9K engagements


"People telling you to buy the dip think the stock market is closed this Monday. Im done"  
[X Link](https://x.com/leadlagreport/status/1977029275384750080) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T15:11Z 756.8K followers, 48.4K engagements


"Deregulation names continues showing significant alpha even with this volatility"  
[X Link](https://x.com/leadlagreport/status/1977734395801780518) [@leadlagreport](/creator/x/leadlagreport) 2025-10-13T13:53Z 756.7K followers, 9509 engagements


"Were fucked. Gayed has said"  
[X Link](https://x.com/leadlagreport/status/1979296645977378859) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T21:21Z 756.8K followers, 23.1K engagements


"I was X days early. VIX spike. Its here. Im right this time"  
[X Link](https://x.com/leadlagreport/status/1976675038645641491) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T15:43Z 756.7K followers, 39.9K engagements


"Its not over"  
[X Link](https://x.com/leadlagreport/status/1977153449126248784) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T23:24Z 756.7K followers, 25.7K engagements


"The tariff news should have caused yields to rise like the latter part of the tariff tantrum earlier this year. Instead long duration Treasuries performed risk-off with yields falling. This isnt about Trump. Its about private credit deteriorating. Think"  
[X Link](https://x.com/leadlagreport/status/1977441915994882060) [@leadlagreport](/creator/x/leadlagreport) 2025-10-12T18:31Z 756.8K followers, 12.9K engagements


"All of these filings for 3x and even 5x single stock levered ETFs marks the top for speculative retail sentiment. Goodnight"  
[X Link](https://x.com/leadlagreport/status/1978663994819813620) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T03:27Z 756.8K followers, 15.4K engagements


"I had a series of very dark posts two weeks ago. Vented online publicly about personal pain and suffering. I almost gave up. But so many people didnt give up on me. Legit cried at some of the things people DMed me. I am still here. I cant relent now. I wont"  
[X Link](https://x.com/leadlagreport/status/1979016987058536757) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T02:49Z 756.8K followers, 33.6K engagements


"The China trade war is a distraction. Something is happening to banks. To private credit. Think"  
[X Link](https://x.com/leadlagreport/status/1978853809938944408) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T16:01Z 756.7K followers, 521.9K 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](https://x.com/leadlagreport/status/1975621790664740934) [@leadlagreport](/creator/x/leadlagreport) 2025-10-07T17:58Z 756.8K followers, 40K 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](https://x.com/leadlagreport/status/1977003091779326187) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T13:27Z 756.4K followers, 11.3K engagements


"@thisenduringlif The argument has nothing to do with long term dynamics. Its a short-term mechanical one"  
[X Link](https://x.com/leadlagreport/status/1979153348604371268) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T11:51Z 756.8K followers, XXX engagements


"$FMKT is on a tear up XXXXX% since June vs XXXXX% for the S&P XXX & XXXXX% for Russell 3000. 🎯 As the first & only deregulation-focused ETF its proving the thesis that #deregulation = growth. #StockMarket #Investing"  
[X Link](https://x.com/leadlagreport/status/1978481847253578222) [@leadlagreport](/creator/x/leadlagreport) 2025-10-15T15:23Z 756.8K followers, 45.3K 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](https://x.com/leadlagreport/status/1976722094126744060) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T18:50Z 756.8K followers, 32.5K engagements


"I still believe they will crash stocks to save bonds. I dont give a fuck if Im wrong. I spent my whole life studying markets. I launched funds some worked some didnt. Im passionate. Fuck your screenshots. Fuck your attacks. Its my belief. I will not relent"  
[X Link](https://x.com/leadlagreport/status/1976706353650405723) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T17:48Z 756.8K followers, 57.8K engagements


"A VIX Explosion Is Here"  
[X Link](https://x.com/leadlagreport/status/1978910204285649101) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T19:45Z 756.8K followers, 28.7K 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](https://x.com/leadlagreport/status/1977062496449237461) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T17:23Z 756.8K followers, 13K engagements


"PSA: stop being an asshole to people online. Everyone is carrying a cross. A burden. Being an anonymous shithead responding to someone with hate lies and hurtful words can push that person over the edge depending on their burdens. We all beat with one heart. Be kind to others - we are all going to the same place"  
[X Link](https://x.com/leadlagreport/status/1978768458956382363) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T10:22Z 756.8K followers, 17.4K engagements


"Dont know. Think can see $VIX double. But Im wrong and suck so I dont care"  
[X Link](https://x.com/leadlagreport/status/1977812317170708911) [@leadlagreport](/creator/x/leadlagreport) 2025-10-13T19:02Z 756.7K followers, 23.5K engagements


"9) Cutting red tape is disinflationary. It helps explain why Trumps tariffs didnt spark runaway inflation deregulation absorbed the cost pressures. Meanwhile leaner regulatory burdens lifted corporate earnings and stock prices. Policy moves matter for markets"  
[X Link](https://x.com/leadlagreport/status/1974940247436980313) [@leadlagreport](/creator/x/leadlagreport) 2025-10-05T20:50Z 756.1K followers, 6971 engagements


"Regulatory costs are a massive drag on U.S. businesses amounting to billions each year. The Free Markets ETF ( $FMKT ) builds a focused portfolio of companies positioned to prosper when those costs ease"  
[X Link](https://x.com/leadlagreport/status/1978849036590256566) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T15:42Z 756.8K followers, 7610 engagements


"The aviation sector currently shows strong metrics: XXX% annual passenger growth demand for 43000+ new aircraft by 2044. Yet investor sentiment remains cautious on eVTOL plays. This disconnect creates the opportunity $FMKT is exploiting with our Archer position. (9/10)"  
[X Link](https://x.com/leadlagreport/status/1975213539137917059) [@leadlagreport](/creator/x/leadlagreport) 2025-10-06T14:56Z 756.8K followers, XXX engagements


"I still think the $VIX can double this week"  
[X Link](https://x.com/leadlagreport/status/1978623488979018031) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T00:46Z 756.8K followers, 36.1K 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](https://x.com/leadlagreport/status/1979008838880710699) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T02:17Z 756.8K followers, 20.4K engagements


"Beyond 60/40: Alex Shahidi on Diversification Inflation and Risk Parity Investing"  
[X Link](https://x.com/leadlagreport/status/1975636531789635943) [@leadlagreport](/creator/x/leadlagreport) 2025-10-07T18:57Z 756.8K followers, 10.6K 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](https://x.com/leadlagreport/status/1976028652124209277) [@leadlagreport](/creator/x/leadlagreport) 2025-10-08T20:55Z 756.6K followers, 17.5K engagements


"Funny how CNBC is now saying what Ive been saying for weeks"  
[X Link](https://x.com/leadlagreport/status/1979222477067768231) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T16:26Z 756.8K followers, 12.5K engagements


"You should look at the volume in $UVXY. Someone knows something"  
[X Link](https://x.com/leadlagreport/status/1976719197951398330) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T18:39Z 756.8K followers, 59.4K engagements


"I think the repeal of certain overland flight restrictions and new noise-based certification standards are huge. They slash regulatory hurdles that previously added years to certification timelines and millions in costs. That's what we want to invest in for $FMKT. (5/10)"  
[X Link](https://x.com/leadlagreport/status/1975213528505328100) [@leadlagreport](/creator/x/leadlagreport) 2025-10-06T14:56Z 756.4K followers, XXX 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](https://x.com/leadlagreport/status/1975234419670556898) [@leadlagreport](/creator/x/leadlagreport) 2025-10-06T16:19Z 756.8K followers, 39K 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](https://x.com/leadlagreport/status/1978862341383921717) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T16:35Z 756.8K followers, 29.4K engagements


"Something big happening to the banks"  
[X Link](https://x.com/leadlagreport/status/1978248738230489429) [@leadlagreport](/creator/x/leadlagreport) 2025-10-14T23:57Z 756.8K followers, 36.1K engagements


"My account is locked only to followers. Only you see my posts. If Im right this week defend me"  
[X Link](https://x.com/leadlagreport/status/1977690924822999107) [@leadlagreport](/creator/x/leadlagreport) 2025-10-13T11:00Z 756.8K followers, 31K engagements


"I really want to say credit event but if I do Im fucked because it wont happen"  
[X Link](https://x.com/leadlagreport/status/1978940515966939457) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T21:46Z 756.7K followers, 17.2K 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](https://x.com/leadlagreport/status/1979288189232910639) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T20:47Z 756.8K followers, 38.9K engagements


"Going to post individual stock ideas to play short and intermediate themes for subscribers on X going forward"  
[X Link](https://x.com/leadlagreport/status/1976106098806452292) [@leadlagreport](/creator/x/leadlagreport) 2025-10-09T02:03Z 756.1K followers, 5741 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](https://x.com/leadlagreport/status/1979336873169555517) [@leadlagreport](/creator/x/leadlagreport) 2025-10-18T00:00Z 756.7K followers, 18K engagements


"Why has The Free Markets ETF (Ticker: $FMKT) invested in Uranium Energy Corp Ticker: $UEC Lets analyze this strategic move in the context of deregulation energy policy and AI-driven investment selection. A deep dive into how regulatory shifts create market opportunities. 1/10"  
[X Link](https://x.com/leadlagreport/status/1976655980487401920) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T14:28Z 756.7K followers, 26.9K engagements


"The reality is my credit event thesis from X years ago was torpedoed by the floor of capital into private credit distorting the public junk bond market. The recent behavior in BDCs makes me wonder if that is now over"  
[X Link](https://x.com/leadlagreport/status/1977562600444764599) [@leadlagreport](/creator/x/leadlagreport) 2025-10-13T02:30Z 756.6K followers, 13.4K engagements


"$JOJO may be able to take advantage of the high yields and return potential of junk bonds when skies are clear but quickly pivot to the flight to safety trade of Treasuries. That flight to safety trade failed in 2022 hurting all ATAC Funds. I believe it comes back now. (8/10)"  
[X Link](https://x.com/leadlagreport/status/1976977302006186403) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.8K followers, 9140 engagements


"Need to rest. Have to save my energy to get annoying as fuck. Goodnight"  
[X Link](https://x.com/leadlagreport/status/1979037977893367925) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T04:13Z 756.8K followers, 13.1K engagements


"Just woke up what I miss"  
[X Link](https://x.com/leadlagreport/status/1979116712743035302) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T09:26Z 756.7K followers, 20.4K 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](https://x.com/leadlagreport/status/1976703017291321437) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T17:34Z 756.8K followers, 73.1K engagements


"At some point if Japan sparks a global credit event credit spreads likely blow out and junk debt becomes painful. That is what $JOJO is built for to tactically avoid those credit events and hide in long duration Treasuries as those events are occurring. (7/10)"  
[X Link](https://x.com/leadlagreport/status/1976977299770847533) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.8K followers, 8071 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](https://x.com/leadlagreport/status/1978665370928939338) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T03:32Z 756.8K followers, 76.1K engagements


"All the private equity stocks have taken a shit the last several weeks. There is structural weakness"  
[X Link](https://x.com/leadlagreport/status/1976773448254079373) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T22:14Z 756.8K followers, 10.4K engagements


"🧵 My partners and I launched The Free Markets ETF $FMKT June 9th and we just added Archer Aviation $ACHR to its portfolio. Why Its a perfect case study of a deregulation strategy in action. Trumps regulatory rollbacks create major tailwinds for $ACHR. Heres how. (1/10)"  
[X Link](https://x.com/leadlagreport/status/1975213516362846380) [@leadlagreport](/creator/x/leadlagreport) 2025-10-06T14:56Z 756.8K followers, 60.5K engagements


"Gold at Records Yields Sliding Stocks Soaring Whats Wrong with This Picture by @leadlagreport"  
[X Link](https://x.com/leadlagreport/status/1978457488564408347) [@leadlagreport](/creator/x/leadlagreport) 2025-10-15T13:46Z 756.8K followers, 7824 engagements


"I didnt know shit. Treasuries and Utilities moved ahead of this. Money knew something big was coming. Youre now blocked"  
[X Link](https://x.com/leadlagreport/status/1976679558477979651) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T16:01Z 756.8K followers, 15.7K engagements


"This isnt about China. Its about private credit. You are about to be whipsawed"  
[X Link](https://x.com/leadlagreport/status/1979152621458870308) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T11:48Z 756.8K followers, 66.8K engagements


"$FMKT the first & only ETF for companies benefiting from deregulation delivered a XXXXX% return (June 10Oct X 2025) topping S&P XXX (11.19%) & Russell 3000 (11.65%). Impressive outperformance in under X months. #ETF #Deregulation #Investing"  
[X Link](https://x.com/leadlagreport/status/1975663726410768840) [@leadlagreport](/creator/x/leadlagreport) 2025-10-07T20:45Z 756.8K followers, 56.6K 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](https://x.com/leadlagreport/status/1976976737218236737) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:42Z 756.8K followers, 15.5K engagements


"Yes. The ultimate contrarian trade of all now is in this short-term VIX spike Treasuries become the only place to hide"  
[X Link](https://x.com/leadlagreport/status/1976681353711358009) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T16:08Z 756.8K followers, 16.5K 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](https://x.com/leadlagreport/status/1979120687173276018) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T09:41Z 756.8K followers, 27.8K engagements


"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](https://x.com/leadlagreport/status/1976977280900776329) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.8K followers, 99.3K engagements


"The chart says it all: $FMKT gained XXXXX% (6/1010/6/2025) vs S&P 500s XXXXX% & Russell 3000s 11.65%. 💥 This first-of-its-kind deregulation-focused ETF is leaving traditional indexes behind. #Outperformance #Markets $SPX"  
[X Link](https://x.com/leadlagreport/status/1975966552005791876) [@leadlagreport](/creator/x/leadlagreport) 2025-10-08T16:48Z 756.8K followers, 31.1K engagements


"I believe we just saw a short-term blow-off top. I could be totally wrong. And Im a fund manager. Thanks"  
[X Link](https://x.com/leadlagreport/status/1979305328832585901) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T21:55Z 756.7K followers, 25.9K engagements


"STOP STEALING MY SHIT FEDS MIRAN"  
[X Link](https://x.com/leadlagreport/status/1978518714464018640) [@leadlagreport](/creator/x/leadlagreport) 2025-10-15T17:49Z 756.8K followers, 22K 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](https://x.com/leadlagreport/status/1978968586304516509) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T23:37Z 756.8K followers, 83.3K engagements


"You are about to be whipsawed"  
[X Link](https://x.com/leadlagreport/status/1978479296164319602) [@leadlagreport](/creator/x/leadlagreport) 2025-10-15T15:13Z 756.8K followers, 21.9K engagements


"Its time for credit rotation to work"  
[X Link](https://x.com/leadlagreport/status/1978883124994953234) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T17:57Z 756.8K followers, 12.9K engagements


"$FMKT is on a tear up XXXXX% since June vs XXXXX% for the S&P XXX & XXXXX% for Russell 3000. 🎯 As the first & only deregulation-focused ETF its proving the thesis that #deregulation = growth. #StockMarket #Investing"  
[X Link](https://x.com/leadlagreport/status/1976657536460935275) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T14:34Z 756.8K followers, 16.9K engagements


"Its shocking how massively bullish everyone got the last X hours. This isnt over. Something is happening within private credit"  
[X Link](https://x.com/leadlagreport/status/1977550975461445801) [@leadlagreport](/creator/x/leadlagreport) 2025-10-13T01:44Z 756.8K followers, 32.7K 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](https://x.com/leadlagreport/status/1976733647634825555) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T19:36Z 756.8K followers, 21.7K engagements