> ## Content Index
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# Weekend reading: 3 from the archive worth your time
- URL: https://www.leadlagreport.com/weekend-reading-3-from-the-archive-480/
- Published: 2026-05-29T13:11:48.000Z
- Updated: 2026-05-29T13:11:48.000Z
- Author: Michael A. Gayed, CFA
- Tags: Macro Observations, Newsletter, #substack, #substack-type-newsletter, #substack-access-everyone, #Import 2026-07-17 08:13

If you missed a few paywalled pieces this month, here are 3 from the archive worth your time.

Two cities, two nights, last seats — Boston tomorrow, NYC ThursdayIf you have been wondering why equities can rally even as rate expectations rise, this frames the positioning setup and the risk signal to watch.https://www.leadlagreport.com/p/two-cities-two-nights-last-seats

Reminder: WELCOMEBACK30 ends Sunday. It takes 30 percent off annual (96 dollars off): https://www.leadlagreport.com/WELCOMEBACK30