100,000+ subscribers. Developed om award-wng market rearch, The Lead-Lag Report giv you powerful market sights to improve your long-term vtment strategy. Click to read The Lead-Lag Report, by Michael A. Gayed, CFA, a Substack publitn.
Contents:
- MICHAEL GAYED: PROCS OVER EVERYTHG
- WHY MICHAEL GAYED THKS WE'RE STILL IN A BEAR MARKET
- THE LEAD-LAG REPORTSUBSCRIBESIGN HOMENOTLEAD-LAG LIVEWEEKLY SIGNALSLEARS-LAGGARDSGLOBAL VIEWHIGH YIELD SPOTLIGHTMACRO OBSERVATNSCLOSG THOUGHTS FOR THE WEEKARCHIVELEARBOARDABOUT{"@NTEXT":","@TYPE":"WEBSE","NAME":"THE LEAD-LAG REPORT","PUBLISHER":{"@TYPE":"ORGANIZATN","NAME":"THE LEAD-LAG REPORT","URL":","LOGO":{"@TYPE":"IMAGEOBJECT","URL":"},"SAMEAS":["]},"URL":","MAENTYOFPAGE":{"@TYPE":"WEBPAGE","URL":"},"SCRIPTN":"DEVELOPED OM AWARD-WNG MARKET REARCH, THE LEAD-LAG REPORT GIV YOU POWERFUL MARKET SIGHTS TO IMPROVE YOUR LONG-TERM VTMENT STRATEGY. ","POTENTIALACTN":{"@TYPE":"SEARCHACTN","NAME":"SEARCH THE LEAD-LAG REPORT","TARGET":"SEARCH_TERM_STRG}","QUERY-PUT":"REQUIRED NAME=SEARCH_TERM_STRG"}}THE WEEK THAT FOOLED EVERYONETHE REAL STORY WASN'T NVIDIAAUG 26 • MICHAEL A. GAYED, CFA61SHARE THIS POSTTHE WEEK THAT FOOLED COPY LKFACEBOOKEMAILNOTOTHERNEWTOPCOMMUNYEXPLORG ASIAN MARKETS AND CENTRAL BANK POLICI WH WTON NAKAMURALISTEN NOW (64 MS) | PODST OF THE WEEK11 HRS AGO • MICHAEL A. GAYED, CFA AND WTON NAKAMURA41SHARE THIS POSTEXPLORG ASIAN MARKETS AND CENTRAL BANK POLICI WH WTON COPY LKFACEBOOKEMAILNOTOTHERAIRBNB DTROYED THE AMERIN DREAM OF OWNG A HOME BUT TELL ME MORE ABOUT NVIDIAAUG 25 • MICHAEL A. GAYED, CFA66SHARE THIS POSTAIRBNB DTROYED THE AMERIN DREAM OF OWNG A HOME COPY LKFACEBOOKEMAILNOTOTHER3A VERY NICE UNNSTRAED BOND FUNDBUT THE 12% YIELD PROBABLY ISN’T STAABLEAUG 24 • MICHAEL A. GAYED, CFA57SHARE THIS POSTA VERY NICE UNNSTRAED BOND COPY LKFACEBOOKEMAILNOTOTHERTHE DELITE BALANCEPOWELL IN TROUBLEAUG 23 • MICHAEL A. GAYED, CFA61SHARE THIS POSTTHE DELITE COPY LKFACEBOOKEMAILNOTOTHERDEFENSIVE STRATEGI BUILD MOMENTUMAN IMPORTANT WEEK THAT CAN FOOL EVERYONEAUG 22 • MICHAEL A. GAYED, CFA65SHARE THIS POSTDEFENSIVE STRATEGI BUILD COPY LKFACEBOOKEMAILNOTOTHERSEPTEMBER.FEW.AUG 21 • MICHAEL A. GAYED, CFA61SHARE THIS COPY LKFACEBOOKEMAILNOTOTHERTHE ONLY BEARS LEFT: A CONVERSATN WH GARETH SOLOWAY AND JASON SHAPIROLISTEN NOW (49 MS) | PODST OF THE WEEKAUG 20 • MICHAEL A. GAYED, CFA, GARETH SOLOWAY, AND JASON SHAPIRO32SHARE THIS POSTTHE ONLY BEARS LEFT: A CONVERSATN WH GARETH SOLOWAY AND JASON COPY LKFACEBOOKEMAILNOTOTHERSEE ALLTHE LEAD-LAG REPORTDEVELOPED OM AWARD-WNG MARKET REARCH, THE LEAD-LAG REPORT GIV YOU POWERFUL MARKET SIGHTS TO IMPROVE YOUR LONG-TERM VTMENT STRATEGY. SUBSCRIBETHE LEAD-LAG REPORTSUBSCRIBEABOUTARCHIVEREMENDATNSSEMAPSHARE THIS PUBLITNTHE LEAD-LAG COPY LKFACEBOOKEMAILNOTOTHERTHE LEAD-LAG REPORT
- MICHAEL GAYED
- PORTFOL MANAGEMENT AND ANALYSIS WH MICHAEL GAYED
- MICHAEL GAYED
MICHAEL GAYED: PROCS OVER EVERYTHG
Michael A. Gayed is Portfol Manager at Toroso Invtments, an vtment management pany specializg ETF foced rearch, vtment strategi and * michael a gayed father *
I give Michael Gayed a lot of cred – he is extremely vol and clear about his nvictns and when the data chang, he jt as volly shifts gears.
Gayed. Follow Michael Gayed on Twter @pensnpartners.
WHY MICHAEL GAYED THKS WE'RE STILL IN A BEAR MARKET
Michael Gayed ns The Lead Lag Report and jos to discs the macro picture and what sectors, ETFs and stocks make sense for vtors." data-renr="ssr * michael a gayed father *
Gayed is Portfol Manager at Toroso Invtments, an vtment management pany specializg ETF foced rearch, vtment strategi and servic signed for fancial advisors, RIAs, fay offic and vtment managers. Michael Gayed ns The Lead Lag Report and jos to discs the macro picture and what sectors, ETFs and stocks make sense for vtors.
7:20 - The Fed is a follower of the bond market; treasuri will dictate 9:40 - How to classify a bull and bear market 15:20 - Nvidia and gettg perspective on the tech sector 22:40 - Internatnal portfol allotn - what to keep md 30:55 - Gold as the ultimate diversifier Free trial to The Lead-Lag Report Transcript Rena Sherbill: Michael Gayed ns the vtg group The Lead-Lag Report and manag a portfol outsi of Seekg Alpha; on Seekg Alpha, he shar salient analysis wh . Michael Gayed: Salient is a good word.
Gayed, CFA's Articl | Seekg Alpha. Michael Gayed | Wealth Management. Michael Gayed.
THE LEAD-LAG REPORTSUBSCRIBESIGN HOMENOTLEAD-LAG LIVEWEEKLY SIGNALSLEARS-LAGGARDSGLOBAL VIEWHIGH YIELD SPOTLIGHTMACRO OBSERVATNSCLOSG THOUGHTS FOR THE WEEKARCHIVELEARBOARDABOUT{"@NTEXT":","@TYPE":"WEBSE","NAME":"THE LEAD-LAG REPORT","PUBLISHER":{"@TYPE":"ORGANIZATN","NAME":"THE LEAD-LAG REPORT","URL":","LOGO":{"@TYPE":"IMAGEOBJECT","URL":"},"SAMEAS":["]},"URL":","MAENTYOFPAGE":{"@TYPE":"WEBPAGE","URL":"},"SCRIPTN":"DEVELOPED OM AWARD-WNG MARKET REARCH, THE LEAD-LAG REPORT GIV YOU POWERFUL MARKET SIGHTS TO IMPROVE YOUR LONG-TERM VTMENT STRATEGY. ","POTENTIALACTN":{"@TYPE":"SEARCHACTN","NAME":"SEARCH THE LEAD-LAG REPORT","TARGET":"SEARCH_TERM_STRG}","QUERY-PUT":"REQUIRED NAME=SEARCH_TERM_STRG"}}THE WEEK THAT FOOLED EVERYONETHE REAL STORY WASN'T NVIDIAAUG 26 • MICHAEL A. GAYED, CFA61SHARE THIS POSTTHE WEEK THAT FOOLED COPY LKFACEBOOKEMAILNOTOTHERNEWTOPCOMMUNYEXPLORG ASIAN MARKETS AND CENTRAL BANK POLICI WH WTON NAKAMURALISTEN NOW (64 MS) | PODST OF THE WEEK11 HRS AGO • MICHAEL A. GAYED, CFA AND WTON NAKAMURA41SHARE THIS POSTEXPLORG ASIAN MARKETS AND CENTRAL BANK POLICI WH WTON COPY LKFACEBOOKEMAILNOTOTHERAIRBNB DTROYED THE AMERIN DREAM OF OWNG A HOME BUT TELL ME MORE ABOUT NVIDIAAUG 25 • MICHAEL A. GAYED, CFA66SHARE THIS POSTAIRBNB DTROYED THE AMERIN DREAM OF OWNG A HOME COPY LKFACEBOOKEMAILNOTOTHER3A VERY NICE UNNSTRAED BOND FUNDBUT THE 12% YIELD PROBABLY ISN’T STAABLEAUG 24 • MICHAEL A. GAYED, CFA57SHARE THIS POSTA VERY NICE UNNSTRAED BOND COPY LKFACEBOOKEMAILNOTOTHERTHE DELITE BALANCEPOWELL IN TROUBLEAUG 23 • MICHAEL A. GAYED, CFA61SHARE THIS POSTTHE DELITE COPY LKFACEBOOKEMAILNOTOTHERDEFENSIVE STRATEGI BUILD MOMENTUMAN IMPORTANT WEEK THAT CAN FOOL EVERYONEAUG 22 • MICHAEL A. GAYED, CFA65SHARE THIS POSTDEFENSIVE STRATEGI BUILD COPY LKFACEBOOKEMAILNOTOTHERSEPTEMBER.FEW.AUG 21 • MICHAEL A. GAYED, CFA61SHARE THIS COPY LKFACEBOOKEMAILNOTOTHERTHE ONLY BEARS LEFT: A CONVERSATN WH GARETH SOLOWAY AND JASON SHAPIROLISTEN NOW (49 MS) | PODST OF THE WEEKAUG 20 • MICHAEL A. GAYED, CFA, GARETH SOLOWAY, AND JASON SHAPIRO32SHARE THIS POSTTHE ONLY BEARS LEFT: A CONVERSATN WH GARETH SOLOWAY AND JASON COPY LKFACEBOOKEMAILNOTOTHERSEE ALLTHE LEAD-LAG REPORTDEVELOPED OM AWARD-WNG MARKET REARCH, THE LEAD-LAG REPORT GIV YOU POWERFUL MARKET SIGHTS TO IMPROVE YOUR LONG-TERM VTMENT STRATEGY. SUBSCRIBETHE LEAD-LAG REPORTSUBSCRIBEABOUTARCHIVEREMENDATNSSEMAPSHARE THIS PUBLITNTHE LEAD-LAG COPY LKFACEBOOKEMAILNOTOTHERTHE LEAD-LAG REPORT
* michael a gayed father *
Gayed, CFA, is chief vtment strategist and -portfol manager at Pensn Partners, LLC., an vtment advisor which manag a mutual fund and separate acunts acrdg to s ATAC (Accelerated Time and Capal) strategi foced on flatn rotatn. Prr to this role, Gayed served as a portfol manager for a large ternatnal vtment group, tradg long/short vtment ias an effort to pture excs returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered vtment advisory firm that managed equy portfols for large stutnal clients.
Michael Gayed is the Chief Invtment Strategist and Portfol Manager of Pensn Partners, LLC. Please wele Michael Gayed to the show!
MICHAEL GAYED
<p>Michael A. Gayed, CFA, is chief vtment strategist and -portfol manager at Pensn Partners, LLC * michael a gayed father *
PORTFOL MANAGEMENT AND ANALYSIS WH MICHAEL GAYED
Michael Gayed discs his personal philosophy of vtg wh Invtor the Fay listeners. Learn to vt wh IITF. * michael a gayed father *