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

- X Week XXXXXXXXX +6.40%
- X Month XXXXXXXXX +204%
- 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 +24%
- X Month XXX +236%
- 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 +0.38%

### CreatorRank: XXXXXXX [#](/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)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [social networks](/list/social-networks)  [technology brands](/list/technology-brands) 

**Social topic influence**
[vix](/topic/vix) #420, [$jojo](/topic/$jojo) #1, [stocks](/topic/stocks) #2519, [china](/topic/china) #4153, [bitcoin](/topic/bitcoin) #4958, [debt](/topic/debt) #1976, [$vix](/topic/$vix) #159, [$250k](/topic/$250k) #43, [money](/topic/money), [japan](/topic/japan)

**Top accounts mentioned or mentioned by**
[@mrderivatives](/creator/undefined) [@nikomanetas](/creator/undefined) [@youtube](/creator/undefined) [@lawrencelepard](/creator/undefined) [@lynaldencontact](/creator/undefined) [@lanceroberts](/creator/undefined) [@almanactrader](/creator/undefined) [@apompliano](/creator/undefined) [@garethsoloway](/creator/undefined) [@mthrshpofdrp](/creator/undefined) [@peterschiff](/creator/undefined) [@pboockvar](/creator/undefined) [@scottmelker](/creator/undefined) [@1markmoss](/creator/undefined) [@markyusko](/creator/undefined) [@jeffsnideredu](/creator/undefined) [@econguyrosie](/creator/undefined) [@willrhind](/creator/undefined) [@jameslavish](/creator/undefined) [@caitlinlong](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Vixco (VIX)](/topic/$vix) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Uranium Energy Corp. (UEC)](/topic/$uec) [Cosmos (ATOM)](/topic/$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) [SPDR GOLD ETF (GLD)](/topic/$gld)
### Top Social Posts [#](/creator/twitter::227755413/posts)
---
Top posts by engagements in the last XX hours

"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 756.7K followers, 21.7K 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](https://x.com/leadlagreport/status/1976977285812306111) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.7K followers, 1630 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](https://x.com/leadlagreport/status/1976977303948476841) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.7K followers, 7234 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](https://x.com/leadlagreport/status/1976977305722589311) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.7K followers, 7535 engagements


"Learn more about $JOJO at Lead-Lag Publishing LLC is not an affiliate of Tidal/Toroso or ACA/Foreside"  
[X Link](https://x.com/leadlagreport/status/1976977307568054381) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.7K followers, 7104 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 756.7K followers, 120.9K 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, 529.5K engagements


"They will crash stocks to save bonds"  
[X Link](https://x.com/leadlagreport/status/1978890246856052967) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T18:26Z 756.7K followers, 88.8K 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 756.7K followers, 60.5K engagements


"Were fucked. Gayed has said"  
[X Link](https://x.com/leadlagreport/status/1979296645977378859) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T21:21Z 756.7K followers, 28.2K engagements


"Unpopular opinion: being fit and strong in your 40s is a bigger flex than a screenshot of your portfolio value"  
[X Link](https://x.com/leadlagreport/status/1979601932743569807) [@leadlagreport](/creator/x/leadlagreport) 2025-10-18T17:34Z 756.7K followers, 22.4K 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](https://x.com/leadlagreport/status/1979879263013949719) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T11:56Z 756.7K followers, 19.9K 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](https://x.com/leadlagreport/status/1979889252570997184) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T12:35Z 756.7K followers, 12.2K 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 756.7K followers, 32.5K 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, 32.7K 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](https://x.com/leadlagreport/status/1979541408379015602) [@leadlagreport](/creator/x/leadlagreport) 2025-10-18T13:33Z 756.7K followers, 32.2K 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](https://x.com/leadlagreport/status/1979635308733112697) [@leadlagreport](/creator/x/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](https://x.com/leadlagreport/status/1979872540580544637) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T11:29Z 756.7K followers, 16.2K engagements


"Two of the most powerful words I will. Nothing can stop your will. Only you"  
[X Link](https://x.com/leadlagreport/status/1979894884481019945) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T12:58Z 756.7K followers, 11.9K engagements


"@kvanderhoek75 from 0"  
[X Link](https://x.com/leadlagreport/status/1980076388628545861) [@leadlagreport](/creator/x/leadlagreport) 2025-10-20T00:59Z 756.7K followers, XXX 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


"Since the 1920s the 10-year Treasury bond has declined by more than XX% once - an XX% loss in 2009 during the financial crisis. In 2022 it lost XX% making it only the 2nd time this ever happened. We believe there is now an opportunity in Treasuries in risk-off. (5/10)"  
[X Link](https://x.com/leadlagreport/status/1976977294397968639) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.7K followers, 9491 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, 8138 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, 16.5K 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, 13.2K 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 sell off on Friday wasnt about tariffs. There is structural weakness. Utilities and Treasuries have been outperforming for the last 2-3 weeks suggesting defensive posturing. At the same time private equity public stocks (BDCs) and regional banks look like shit. Its private credit that the market is beginning to worry about not Trump"  
[X Link](https://x.com/leadlagreport/status/1977707115763396994) [@leadlagreport](/creator/x/leadlagreport) 2025-10-13T12:04Z 756.7K followers, 45.8K engagements


"What matters most is how well you walk through the fire. Charles Bukowski Goodnight"  
[X Link](https://x.com/leadlagreport/status/1977953154160275915) [@leadlagreport](/creator/x/leadlagreport) 2025-10-14T04:22Z 756.7K followers, 15.4K engagements


"Something big happening to the banks"  
[X Link](https://x.com/leadlagreport/status/1978248738230489429) [@leadlagreport](/creator/x/leadlagreport) 2025-10-14T23:57Z 756.7K followers, 36.1K 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 756.7K followers, 36.3K 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, 34K engagements


"Think we see multiple whipsaws today"  
[X Link](https://x.com/leadlagreport/status/1979145130104815768) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T11:19Z 756.7K followers, 15.4K 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 756.7K followers, 13.1K 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, 31.6K 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 756.7K followers, 17.5K 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 756.7K followers, 29.6K 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 756.7K followers, 69.2K engagements


"This is retarded. Look at the assumed return rate"  
[X Link](https://x.com/leadlagreport/status/1979893268008886555) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T12:51Z 756.7K followers, 119K engagements


"Should I make my account private again given the vitriol and disgusting comments still coming at me"  
[X Link](https://x.com/leadlagreport/status/1979997397569650965) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T19:45Z 756.7K followers, 19.5K engagements


"Oh wait I was wrong about Gold and I should be fucking crucified on X for it"  
[X Link](https://x.com/leadlagreport/status/1980016720547844269) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T21:02Z 756.7K followers, 28K 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](https://x.com/leadlagreport/status/1980081653717545427) [@leadlagreport](/creator/x/leadlagreport) 2025-10-20T01:20Z 756.7K followers, 17.8K engagements


"Dont know dont care anymore to comment on it anymore"  
[X Link](https://x.com/leadlagreport/status/1975157506629685738) [@leadlagreport](/creator/x/leadlagreport) 2025-10-06T11:13Z 756.8K 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](https://x.com/leadlagreport/status/1975234419670556898) [@leadlagreport](/creator/x/leadlagreport) 2025-10-06T16:19Z 756.7K followers, 39K 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, 40.2K engagements


"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, 105.4K 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 756.8K followers, 40.1K 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


"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


"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


"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


"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 756.7K followers, 32.8K 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, 76.4K 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, 28.8K engagements


"Is the Fed about to start cutting rates and what does that mean for your portfolio"  
[X Link](https://x.com/leadlagreport/status/1978936412071133353) [@leadlagreport](/creator/x/leadlagreport) 2025-10-16T21:29Z 756.8K followers, 8008 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, 15.8K 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 756.8K followers, 6859 engagements


"Japans New Prime Minister Wants to Control the Central Bank What Could Go Wrong by @leadlagreport"  
[X Link](https://x.com/leadlagreport/status/1976650146097266943) [@leadlagreport](/creator/x/leadlagreport) 2025-10-10T14:04Z 756.7K followers, 7305 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](https://x.com/leadlagreport/status/1976977288530215000) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.7K followers, 7885 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](https://x.com/leadlagreport/status/1976977291172626888) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.7K followers, 1225 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 756.7K followers, 9260 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](https://x.com/leadlagreport/status/1977497213916905923) [@leadlagreport](/creator/x/leadlagreport) 2025-10-12T22:10Z 756.8K followers, 29.5K 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 756.7K followers, 45.5K 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 756.7K followers, 28.6K engagements


"Look at Newmont"  
[X Link](https://x.com/leadlagreport/status/1979277776915227004) [@leadlagreport](/creator/x/leadlagreport) 2025-10-17T20:06Z 756.7K followers, 26.5K engagements


"The disposition effect"  
[X Link](https://x.com/leadlagreport/status/1979557459544125739) [@leadlagreport](/creator/x/leadlagreport) 2025-10-18T14:37Z 756.7K followers, 19.5K engagements


"The ATAC Credit-On/Credit-Off Index (JOJO.INDEX) rotates between long-term US treasuries & high yield junk debt on a weekly basis based on the performance of Utilities and the broad stock market. As of Friday the Index remains junk-off"  
[X Link](https://x.com/leadlagreport/status/1979565717511881149) [@leadlagreport](/creator/x/leadlagreport) 2025-10-18T15:10Z 756.7K followers, 8195 engagements


"I always follow back people who repeatedly engage fairly and positively"  
[X Link](https://x.com/leadlagreport/status/1979587494053318926) [@leadlagreport](/creator/x/leadlagreport) 2025-10-18T16:36Z 756.7K followers, 17.7K 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 756.7K followers, 73.1K 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 756.7K followers, 56K engagements


"There are no gurus only cycles"  
[X Link](https://x.com/leadlagreport/status/1979883917869216161) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T12:14Z 756.7K followers, 31K 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](https://x.com/leadlagreport/status/1976977283975135444) [@leadlagreport](/creator/x/leadlagreport) 2025-10-11T11:44Z 756.7K followers, 1527 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 756.7K followers, 92K 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 756.7K followers, 20.7K engagements


"China has done the same through Tik Tok by fucking up our youth"  
[X Link](https://x.com/leadlagreport/status/1979882671863115898) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T12:09Z 756.7K followers, 21.4K 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](https://x.com/leadlagreport/status/1979986391103607024) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T19:01Z 756.7K followers, 13.5K engagements


"You know youre right when the counter-argument is an insult"  
[X Link](https://x.com/leadlagreport/status/1980006335761539212) [@leadlagreport](/creator/x/leadlagreport) 2025-10-19T20:21Z 756.7K followers, 23.8K engagements


"Solid explanation of how YieldBOOST works by @willrhind"  
[X Link](https://x.com/leadlagreport/status/1980300023331201345) [@leadlagreport](/creator/x/leadlagreport) 2025-10-20T15:48Z 756.7K followers, 8306 engagements


"The $1000 Revolution: Sam Nofsinger on Direct Indexing Taxes and the Future of Investing"  
[X Link](https://x.com/leadlagreport/status/1980370205349167190) [@leadlagreport](/creator/x/leadlagreport) 2025-10-20T20:27Z 756.7K followers, 10.3K engagements


"Gold is _________"  
[X Link](https://x.com/leadlagreport/status/1980734659173785957) [@leadlagreport](/creator/x/leadlagreport) 2025-10-21T20:35Z 756.7K followers, 13.2K engagements