Closing Thoughts for the Week
Is The Reverse Carry Trade Here?
Spoiler Alert: Maybe
Michael A. Gayed, CFA
Newsletter
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Lead-Lag Live
Joseph Wang on Federal Reserve Politics, Rate Cut Implications, and Trump's Dollar Strategy
Lead-Lag Live Video Of The Week
Leaders-Laggards
Staging A Comeback
Here Come Treasuries From Behind
Macro Observations
Do Regional Banks Deserve To Be Getting Pulled Higher By Small Cap Momentum?
The Value Trade In Focus
High Yield Spotlight
10% Yielding Corporate Bond Fund
But Now Isn’t The Right Time
Weekly Signals
An Unquestionable Shift
Small-Caps Matter Less Than Defensive Sector Rotation
Lead-Lag Live
Julian Brigden on Tech Market Sustainability, Small vs. Large Cap Dynamics, and Inflation Risks
Lead-Lag Live Video Of The Week
Closing Thoughts for the Week
Did The Carry Trade Fuel Tech Momentum?
It's Playing Out In Real Time
Macro Observations
Did CrowdStrike Just Expose Just How Fragile The Future Of AI Is?
Spoiler Alert: Few.
High Yield Spotlight
Good Strategy, High Yield
Poor Execution
Global View
The Yen Is Surging
Is The Reverse Carry Trade Incoming?