Sitemap - 2026 - The Lead-Lag Report
Solar’s Two-Speed Rally: Utility-Scale Strength Masks Residential Fragility
UTF: Leveraged Infrastructure at the Crossroads of Grid Expansion and Capital Costs
Kai Wu: The AI Trade Is Entering Its Most Misunderstood Phase
The Case for Regulatory Tailwinds Over Traditional Fiscal Stimulus — FMKT as a Structural Play
The Resilience of the U.S. Consumer Is Showing Cracks in the Credit Data
When the AI Boom Becomes a Credit Event
Three Rate Cuts, Small Caps, and the 9% Income Trade
From AI Scare Trade to Security Comeback
Commodities, Rates, and the Repricing of Scarcity
Hype vs. Deployment: Derek Yan on Humanoid Robotics, KOID ETF, and the Global AI Arms Race
YYY: The Income Illusion or the Ultimate Credit Barometer?
Are Central Banks About to Dump Gold to Defend Fiat Power?
A $1.6 Billion Check Without Wall Street
Let’s Connect at Future Proof Miami: Lead-Lag Media On Site
Scarcity Is Back: John Love on Why Commodities Are Repricing Fast
Ray Dalio’s Stage 6 and the New Macro Map: Five Stocks for a Fracturing World Order
The Lead-Lag Advisor Community Is Expanding — And The Momentum Is Real
Risk-Off Isn’t Dead: The Resurgence of Classic Defensive Asset Correlations
Engineered Income: The Hidden Mechanics Behind DNP’s Monthly Payout
Trust Is Broken: Inflation’s Illusion, Fed Doubt, and the Gathering Risk in Mega-Caps
Shockwaves Through the Strait: How a U.S.–Iran Clash Could Detonate the Yen Carry Trade
Disinflation Relief, Disruption Fear
Software Is Not Dead. It’s Being Mispriced.
Macro Crosscurrents: Resilience, Repricing, and a Rising Yen
Free Programmatic Ad Management for Qualified U.S. Financial Advisors
Income Investing Beyond Dividends: Incorporating Options Into Your 2026 Yield Plan
Seth Cogswell on Echoes of 1999
$ATACX: Rotation Strategies and Rising Geopolitical Risk in 2026
REIT Leaders & Laggards: Rate Cuts, Trump 2.0, and the Real Estate Outlook
Will the Gold and Silver Crash Bring Back Treasuries as the Risk-Off Trade of Choice?
Global X MLP & Energy Income ETF (MLPA): Income From the Backbone of America’s Energy System
Thematic ETF Showdown: FMKT vs. Traditional Sector Funds
The Great Rotation Rattles Markets
Gold Is Screaming. The Time Frame Determines Whether to Listen
⏰ Happening Today: Passive Investing at a Crossroads
Platinum Is Still Having a Moment — Join Us Live Today
Starting in One Hour: The AI Trade Is Broadening — and Portfolios May Be Behind
The AI Trade Is Broadening — and Portfolios May Need to Catch Up
Passive Investing at a Crossroads
Platinum Is Having a Moment — and It’s Not Random
Digital Assets Within a Deregulation ETF: FMKT’s Bitcoin and Ethereum Exposure
Today at 1:30 PM ET: Income Investing in 2026 (CE-Credit Eligible Live Webinar)
Why Credit Markets Are at a Crossroads Heading Into 2026 — and What It Means for $JOJO
Lead-Lag Live: Why Equity Isn’t Ownership
WHAT ARE GOLD AND SILVER WARNING US ABOUT?!?!?!?!?
How Japan, AI, and Defense Spending Are Colliding
Why Tactical Allocation Funds Like ATACX Matter in a Late-Cycle Environment
OMAH – VistaShares Target 15 Berkshire Select Income ETF (Very High Target Yield)
Rotation Underway Amid Resilience
Introducing the Lead-Lag Advisor Community
When Markets Get Nervous, These Everyday Businesses Tend to Lead
Why Today’s Market Selloff Is Really About Japan And Not Greenland
Aram Babikian: How Geopolitics and National Security Are Reshaping Tech Investing
Defensive Positioning Preceded the News
Rate Cut Expectations Are Overblown
What Tilray’s Addition to FMKT Says About the ETF’s Regulatory-Driven Strategy
Concentrated vs. Broad Market Exposure: How $FMKT Stacks Up
Contrarian Cannabis Sector: 5 Underappreciated Stocks Poised for Federal Reform
Risk-On Without Tech: What a Small-Cap Led Market Means for Sector Rotation
$FMKT: Why Investors Should Treat Deregulation as a Structural Trend, Not a Fad
$FMKT: Financial Deregulation Is Back in the Conversation
A Rally at Stall Speed – Can Bad News Keep Being Good News?
Are Publicly Listed Private-Equity Firms Positioned to Benefit from the Rebound in Exit Activity?
The AI Brokerage Era: How Automation and Custom Indexing Are Changing Investing
Defense Is No Longer Cyclical: Where the Real Opportunities Are
Kai Wu on CapEx Risks, Market Concentration, and the Next Phase of AI