Leaders-Laggards
Quiet Leadership
Warning Signals Continue
Michael A. Gayed, CFA
Weekly Signals
Short-Term Risk-Off
Multiple Warning Signs Flash
Newsletter
Lead-Lag Media Welcomes Melanie Schaffer as Head of Media Strategy and Business Development
Financial media powerhouse strengthens leadership team with industry veteran to drive podcast growth and expand advisor relationships NEW YORK, July 28, 2025 — Lead-Lag Media, a premier financial marketing and media company serving both financial advisors and fund issuers, today announced the appointment of Melanie Schaffer as Head of Media
Newsletter
JOJO: The Case For Treasuries As A Risk-Off Asset Again (And How To Benefit From It)
There Are No Gurus, Only Cycles
Closing Thoughts for the Week
Seasonal Weakness Begins
Higher Volatility Ahead?
Macro Observations
The Trump Trade Deal: Japan Still Doesn’t Look Like A Better Opportunity
The United States and Japan struck perhaps the most meaningful trade deal since Liberation Day. The agreement comes across more as a de-escalation of tensions that have built-up over the past year as opposed to a truer effort to break down trade walls and costs. Still, it hints
High Yield Spotlight
An Overly Complicated Approach To A Large-Cap Covered Call Strategy
Every week, we’ll profile a high yield investment fund that typically offers an annualized distribution of 6-10% or more. With the S&P 500 yielding less than 2%, many investors find it difficult to achieve the portfolio income necessary to meet their needs and goals. This report
Global View
The Region To Watch Closest
Plus What Happens Next To The Yen
Newsletter
Inside $FMKT's Bold Move: Why UEC Is A Top holding
The uranium market is facing a fundamental supply-demand imbalance that I think creates one of the more compelling investment opportunities in the commodity space right now. Nuclear reactors currently generate about 19% of the nation's electricity across 94 operating reactors at 54 commercial power plants in 28
Leaders-Laggards
A Fresh Tailwind
Someone Is Getting Nervous
Weekly Signals
A Minor Pivot To Defense
Or Is It?
Lead-Lag Live
AI Meets Robotics: Inside the $5 Trillion Market Boom
Join me as I interview Derek Yan in an exciting discussion about the $5 trillion market boom driven by AI and robotics! Learn how advancements in humanoid robots are revolutionizing industries, addressing labor shortages, and reshaping economies. Derek shares insights into the cutting-edge technologies powering this movement, the global