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About Michael
Michael A. Gayed is a portfolio manager and author of five award-winning research papers on market anomalies and investing. He has a BS with a double major in finance and management from NYU Stern School of Business and is a CFA charterholder. Mr. Gayed is the publisher of The Lead-Lag Report, focused on helping investors outperform in all market conditions. It offers a tactical, data-driven approach to investing to achieve long-term success even in the face of uncertainty. With increasing market volatility, it's essential to understand risk-on/risk-off signals, seize high-yield opportunities, and leverage award-winning research to maximize returns.
Michael's Articles
On Oct. 5, the Nasdaq Composite closed at a record 27,477.31 – and on the same day, 206 Nasdaq-listed stocks made new 52-week lows against only 46 that made new highs. The index is not diverging from the economy. It is diverging from the price of money, advises Michael Gayed, editor of The Lead-Lag Report.
Michael Gayed
TECHNOLOGY
Somewhere between the regional bank scare and the AI rally, financial commentary settled on a fixed piece of folklore: The American consumer is cracking. But the surprise risk in consumer credit for the next year runs toward resilience, suggests Michael Gayed, editor of The Lead-Lag Report.
Michael Gayed
FINANCIALS
Tickers: XLF
Let me lead with the contradiction that defines recent trading action: Front-month Brent crude is up 76% year-to-date, while WTI is up 77%. The global interest rate complex has repriced higher as though that was fueled by a demand boom. It is not, advises Michael Gayed, editor of The Lead-Lag Report.
Michael Gayed
STOCKS
There is a difference between an index that is earning its keep and an index that has a few names doing the work while everyone congratulates the whole roster. The headline number does not tell you which one you own. You have to take it apart, writes Michael Gayed, editor of The Lead-Lag Report.
Michael Gayed
TECHNOLOGY
Michael's Videos
It's a new year, but investors still face many of the same old problems. A Federal Reserve that's hiking interest rates. An economy that's weakening. And a market that doesn't know which way to turn. Join Michael Gayed, portfolio manager at Toroso Investments, and Mike Larson, editor-in-chief at MoneyShow, for this lively discussion on what's coming next—and how you can capitalize.
Michael Gayed
MARKETS
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