The Lead Lag Report

I’m Michael Gayed, CFA. For over fifteen years, I’ve built and managed portfolios for large international investors and high net worth individuals, with an eye toward reducing risk exposure. Today, I manage client assets according to the principles of intermarket analysis that my father, Michael E.S. Gayed, included in his authoritative book Intermarket Analysis and Investing (reissued in 2013 with an updated forward by yours truly!) With the Lead-Lag Report, I use intermarket analysis to seek the good data from the bad and focus on the market signals that really matter—the ones that our acclaimed research has shown can anticipate trends in the financial markets. The research that drives the Lead-Lag Report has won awards and recognition among top investment professional associations, including: “Leverage for the Long Run” – Winner 2016 Charles H. Dow Award (CMT Association) “Lumber: Worth Its Weight in Gold” – Winner 2015 NAAIM Wagner Award “An Intermarket Approach to Beta Rotation” – Winner 2014 Charles H. Dow Award (CMT Association) “An Intermarket Approach to Tactical Rotation” -- 3rd Place 2014 NAAIM Wagner Award The interest and popularity of this research has placed me in the top 10% of authors on the Social Science Research Network (SSRN). I speak about these ideas often in the financial media, including appearances on CNBC and Bloomberg TV/Radio. Thousands of investors have participated in presentations I’ve given on this topic, and many more follow me on Twitter (@leadlagreport).