Michael A. Gayed

Michael A. Gayed

Michael A. Gayed is the Publisher of The Lead-Lag Report, an award winning market research service that provides risk signals, high yield ideas, macro observations, and more. He is the author of five award-winning research papers on market anomalies and investing. Michael was an active contributor to MarketWatch for a number of years and has been interviewed on CNBC, Bloomberg, and Fox Business, as well as the Wall Street Journal Live for his unique approach to interpreting market movements.

Michael earned his Bachelor’s of Science degree with a double major in Finance & Management at NYU Stern School of Business. Michael became a CFA Charterholder in 2008.

InvestorPlace readers that are new subscribers to the The Lead-Lag Report can receive a 30% discount.

Recent Articles

Evergrande Is a Harbinger of Deepening Crises in China

By Michael A. Gayed

The liquidation orders for Evergrande are a wake-up call that goes far beyond China's real estate sector.

It May Be Too Late for the ECB to Fix Europe’s Dismal Economic Outlook

By Michael A. Gayed

Investors now expect the ECB to cut rates as soon as April. The story beneath the surface is much more complex... and dangerous.

Record Debt Levels Are Threatening to Sink Consumer Discretionary Stocks

By Michael A. Gayed

Consumer discretionary stocks are struggling in 2024. The reason why likely stems from how much Americans are relying on debt.

Strong Q4 GDP Data Is a Critical Warning for the Stock Market

By Michael A. Gayed

Q4 GDP data came in much stronger than economists expected. This raises some red flags for the Fed's path forward.

84% Of Stocks Remain Below Their 2021 Peaks

By Michael A. Gayed

While investors are busy declaring we're in a bull market, the majority of stocks haven't surpassed their 2021 highs. What's going on?

Don’t Blink: Commodities and Materials Stocks Have Big Upside Surprise Potential

By Michael A. Gayed

Commodities and materials stocks have underperformed in 2024, but a series of catalysts could help them deliver big upside surprise soon.

The Magnificent 7 Is Hiding the Pain in Small-Cap Stocks Right Now

By Michael A. Gayed

Small-cap stocks are incredibly important, and most investors are ignoring that. This may be because of distracting tech titans.

Why Haven’t Oil Prices Surged in 2024?        

By Michael A. Gayed

Conflict around the Red Sea should have spiked oil prices in 2024. However, there's a number of other factors weighing crude down.

Small-Cap Stocks Need to Catch Up for the Bull Market to Last

By Michael A. Gayed

Small-cap stocks are underperforming the S&P 500. Until they catch up, this risk-on sentiment could end at any minute.

If You Want the Fed to Cut Rates in 2024, You Need to Understand Treasury Yields

By Michael A. Gayed

Investors want the Federal Reserve to cut interest rates in 2024, but Treasury yields are flashing conflicting signals.

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