Michael A. Gayed, CFA @leadlagreport
5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report. theleadlag.report/xfollowers Click link for research Joined December 2010-
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Alasdair, with his wisdom, guides us through the labyrinth of these two assets as hedges against counterparty risk, and unravels the tapestry of investing in gold, both in paper form and its tangible allure. buff.ly/3U7fjbe
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The belief in your omnipotence is misguided. No one knows what tomorrow brings. Not Jerome Powell, not Joe Biden, not your hundreds of economists, and not AI. buff.ly/4aHRn5v
REET: Global With A Big U.S. Tilt
While for now it seems as though Iran won’t escalate by retaliating against Israel, there are other worrying dynamics that favor the bears. The main one here of course is gold, which I continue to believe is warning about war and a currency crisis. buff.ly/3QclQ3s
Going with this tonight
Fucked.
Michael A. Gayed, CFA retweeted
@leadlagreport Enjoy your time on the cruise. Life is short, time is fleeting and if this is meant to be a vacation then take it the entire experience. You will meet lots of interesting people.
The next skinniest person on this cruise so far is twice my size.
I will need to do a 6 day fast after the cruise. Only way.
Jonathan Matthews' Perspective on Inflation Control and Trading Tactics buff.ly/4aXrONd
There’s a reason why someone, whoever it is, is buying gold here (and a lot of it at that). buff.ly/49KKz5F
With inflation coming in hotter than expected, the Fed looking more and more unlikely to cut rates anytime soon and the yen on the verge of collapse, the bond market is starting to become more volatile. buff.ly/3xLUNp5
I’m going on a cruise for the first time in my life. How will I feel in a couple of days being on it?
Michael A. Gayed, CFA retweeted
@leadlagreport Yes, I have a few tips. 1. When they ask how many pieces of luggage you have, just say “Few’. 2. When they ask if you want to take any day trips in port, say “Few’. 3. At the buffet, if they ask if you want more biscuits, just say “Few”. 4. And most importantly, when ordering…
Going on a cruise for the first time ever. Anything I should know?
Can you see this post? Some saying I’ve “disappeared” from their feed despite following me.
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@leadlagreport Cruises are for the newly wed, the nearly dead, and the over fed….few
@leadlagreport Keep doing great things. I’m proud of you bro! Have fun and get back to work showing the world your brilliant mind. 🙏
@leadlagreport Creators of the reverse carry trade...if this doesn't cause you to lose your shit...
@leadlagreport The dinner options you have to pay for are much better than the included ones
@leadlagreport Be strong. Lead, don't lag. Show them you have willpower. The FEW, the PROUD, the WILL POWER
@leadlagreport Yeah don't go and if u do Bring some diapers.
@leadlagreport Bring half the clothes and twice the money. Sunscreen, bring it!
@leadlagreport The best part of a cruise are the shore excursions. And the best ones tend to fill up early. Make your reservations ASAP.
@leadlagreport The level of success is how much alcohol you consume
@leadlagreport It would be wise to take ivermectin before and after you get back. We use to get sick when we would return home but not anymore.
@leadlagreport Skip the excursions, have the entire boat to yourself. Grab some antibiotics and Ivermectin at your nearest port for 6 bucks. Take a carry on, you don't need 1/2 the stuff you bring.
@leadlagreport Try to order all the dishes you choose from the dinner menu. The waiter doesn't care, as long as you all order it at the same time.
@leadlagreport You can order multiple entrees and appetizers in the dining hall.
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