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A 30% off annual code, this weekend only
Short note.
7 hrs ago
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Michael A. Gayed, CFA
8
Weekend reading: 3 from the archive worth your time
3 from the archive worth your time (all paywalled):
May 22
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Michael A. Gayed, CFA
351
3
LIVE TODAY at 2:30 PM ET — Income Investing with Nasdaq Exposure (1 CFP CE Credit)
Wednesday, May 20, 2026 · 2:30 PM ET · 60 minutes · Last-minute registration still open
May 20
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Michael A. Gayed, CFA
383
1
Today at 11 AM ET: The AI Trade Is Hitting A Hardware Wall
Join today’s CE-credit approved Lead-Lag Live webinar with Derek Yan, CFA of KraneShares and Max Chen of Etna Capital Management.
May 20
•
Michael A. Gayed, CFA
287
Tomorrow, 11 AM ET: Inside The AI Hardware Wall (CE Credit Approved)
A sponsored Lead-Lag Live webinar with Derek Yan, CFA of KraneShares on AGIX, the AI ETF holding direct stakes in Anthropic, SpaceX, and Nuro. 1 CFP …
May 19
•
Michael A. Gayed, CFA
357
2
Income Investing with Nasdaq Exposure — Live Webinar with Jay Hatfield (1 CFP CE Credit)
Wednesday, May 20, 2026 · 2:30 PM ET · 60 minutes
May 19
•
Michael A. Gayed, CFA
338
Offense Holds the Line
Every intermarket signal stays on offense for a second straight week. Trend, rotation, commodities, and Treasury behavior remain unanimously aligned…
May 18
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Michael A. Gayed, CFA
36
The Curve Just Un-Inverted. History Says That's When Things Break.
Credit spreads at 2007 lows, VIX collapsing, CPI re-accelerating, and a Fed splitting 8-4 for the first time since 1992. The all-clear isn't an…
May 16
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Michael A. Gayed, CFA
50
1
The Bond Market Voted Friday
Warsh confirmed, Powell walked out, CPI printed 3.8%, stocks hit all-time highs on Thursday — and then the 10-year yield had the final word.
May 16
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Michael A. Gayed, CFA
62
The Credit Market Has a Fear Problem Right Now. This 10% Yielder Is Built for It.
Ares Dynamic Credit Allocation Fund (NYSE: ARDC) — When the World's Largest Credit Manager Runs Your CEF
May 15
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Michael A. Gayed, CFA
50
Tech Alone Drives Six Straight Up Weeks As The Fed Pivots Hawkish
S&P, Nasdaq Hit Fresh Records on Six-Week Rally; XLK +9.8% On The Week
May 14
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Michael A. Gayed, CFA
37
Two cities, two nights, last seats — Boston tomorrow, NYC Thursday
This one is going out short and direct, because the clock matters.
May 12
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Michael A. Gayed, CFA
382
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