1) Said in January melt-up year with potential credit event towards end. 2) Warned of March as being high volatility (regional bank crisis) and said that was NOT the credit event). 3) Warned 3rd week of April correction could start, and in May, 7 out of 10 sectors were down more than 4%. 4) Warned of AI mania after while flipping risk-on as documented in The Lead-Lag Report based on quant signals. 5) Said July 25 at top then we were “closer than ever” - stocks plunged into October. 6) August 25 said I expected Treasuries could surge in price, but then September 1st EXPLICITLY said Treasuries are the credit event any that everything else is next. They plummeted in price after. 7) Said “the time to catch the falling knife is near” in Treasuries October 20. 8) Warned of circuit breakers entering first week of November, which I said I was wrong on outcome but right on conditions, and killed it with Treasuries despite being wrong. 9) Flipped risk-on and CONTINUOUSLY said small-caps are the key. 10) Shut the fuck up and show me your analysis.
I get things right a lot. I get things wrong lots. Show me your analysis.
“…brother. 😂” You’re going to get blocked shortly for that part of the post. Not because it’s a criticism. Because you outright mocked and insulted me when I have skin in the game. 😂? Go fuck yourself.
@leadlagreport How Mike views you when you call him, “brother”
@leadlagreport You lose all the time it's just sad.