I have got to give credit to the good folks at Alpha Architect who figured out a way to get a tax-efficient Treasury Bill return stream with the Alpha Architect 1-3 Month Box ETF (BATS:BOXX). This one is a doozy, and it takes some explaining. https://buff.ly/4btGLY4
The Lead-Lag Report
Financial Services
New York, NY 1,654 followers
Everything in the Lead-Lag Report is based on award-winning market research and rigorous data analysis.
About us
I’m Michael Gayed, CFA. For over fifteen years, I’ve built and managed portfolios for large international investors and high net worth individuals, with an eye toward reducing risk exposure. Today, I manage client assets according to the principles of intermarket analysis that my father, Michael E.S. Gayed, included in his authoritative book Intermarket Analysis and Investing (reissued in 2013 with an updated forward by yours truly!) With the Lead-Lag Report, I use intermarket analysis to seek the good data from the bad and focus on the market signals that really matter—the ones that our acclaimed research has shown can anticipate trends in the financial markets. The research that drives the Lead-Lag Report has won awards and recognition among top investment professional associations, including: “Leverage for the Long Run” – Winner 2016 Charles H. Dow Award (CMT Association) “Lumber: Worth Its Weight in Gold” – Winner 2015 NAAIM Wagner Award “An Intermarket Approach to Beta Rotation” – Winner 2014 Charles H. Dow Award (CMT Association) “An Intermarket Approach to Tactical Rotation” -- 3rd Place 2014 NAAIM Wagner Award The interest and popularity of this research has placed me in the top 10% of authors on the Social Science Research Network (SSRN). I speak about these ideas often in the financial media, including appearances on CNBC and Bloomberg TV/Radio. Thousands of investors have participated in presentations I’ve given on this topic, and many more follow me on Twitter (@leadlagreport).
- Website
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http://www.leadlagreport.com
External link for The Lead-Lag Report
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 1999
- Specialties
- investment advisor, wealth management, buy and rotate investing strategy, money manager, and research
Locations
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Primary
Get directions
453 W 17th St
New York, NY 10011, US
Updates
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Multiple interventions by the Bank of Japan have failed and now the Fed is supposedly going to step in to save the yen in order to keep Treasury yields from taking off. https://buff.ly/3UW11fc
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Why the U.S. Needs the Stock Market to Crash https://buff.ly/4aMozc6
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Unlock the secrets of securing capital for your startup as I, Michael Gayed, join forces with NYU Stern’s own Professor Glenn Okun to unravel the complexities of entrepreneurial finance in today's challenging economy. https://buff.ly/4bGJSvz
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VCSH: A Good Bond Fund For Conservative Investors https://buff.ly/3UqYcRM
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I continue to believe that the cycle will turn to favor both mid-caps and small-caps, as well as dividend plays. Large-cap tech can only be the leader for so long, and mean reversion eventually will kick in. https://buff.ly/3UU2Hon
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Dividend Stocks Are About to Make a Big Comeback. Why That’s Bad News. https://buff.ly/44zzCmF
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There are cycles where investors prefer stocks that are more tilted toward capital appreciation, and times where investors prefer stocks that are less volatile and are being driven by dividends. https://buff.ly/44zzCmF
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The Fed stole from all of us. After inflation, stocks are still in a bear market. https://buff.ly/3WJFA26
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Most investors have declared that China is “uninvestable.” Its stock market has been rocked by a disappointing Covid-19 reopening, deflation in its real estate sector, and a lack of stimulus. However, I firmly believe there is a contrarian trade here. https://buff.ly/4dAX3jo
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