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Before It's Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds

Released on Tuesday, June 29, 2021•STOCKS

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Michael A. Gayed authored five award-winning papers from 2014 to 2020, and also won the 2015 Founders Award for his paper documenting how lumber and gold can be used as signals for managing investment portfolios. This eye-opening paper focuses on the predictive power of two seemingly unrelated commodities, which provide important information on the economic cycle and risk-seeking behavior in various assets. His work has important implications for both asset allocators and active managers.

Michael Gayed

The Lead-Lag Report, Editor

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.