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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
Inflation risk is beginning to become a bigger theme and the markets have been reacting accordingly. Meanwhile, my “lumber/gold” signal flipped to risk-off for the first time since November, notes Michael Gayed, editor of The Lead-Lag Report.
Michael Gayed
STOCKS
Several of the single-stock, covered call ETFs launched this year have become household names, but broader strategies have also garnered a lot of interest. Among the more interesting launches recently is the iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW), notes Michael Gayed, editor of The Lead-Lag Report.
Michael Gayed
BONDS
I like to assess the performance of the most important sectors and asset classes relative to each other. That helps me interpret what underlying market dynamics may be signaling about the future direction of risk-taking by investors. Here is what three sector ETFs are saying, highlights Michael Gayed, editor of The Lead-Lag Report.
Michael Gayed
TELECOM
The “Trump Trade” from a 30,000-foot view appears to be over for the time being, but some of the sectors and asset classes likely to be direct policy beneficiaries are still doing well. Meanwhile, the yen is still the currency to watch, notes Michael Gayed, editor of The Lead-Lag Report.
Michael Gayed
FOREX
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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