Michael A. Gayed, CFA

@leadlagreport • 772,659 subscribers

Portfolio Manager of The Free Markets ETF ( $FMKT ), The ATAC Credit Rotation ETF ( $JOJO ), & The ATAC Rotation Fund ( $ATACX )

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Michael A. Gayed, CFA

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Powell to Trump on the Federal investigation explained. Like and repost if you understand this.

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🎬 WORLDWIDE PREMIERE — GODZILLA MARGIN CALL. A 5-minute music video about the reverse carry trade. My greatest achievement. This is Billboard 100 shit. Sound on.

I mentioned the Godzilla Margin Call on CNBC. Few.

Goodnight XRP army. I wrote this song. It's yours now.

They will FUCKING CRASH STOCKS TO SAVE BONDS AND JAPAN IS THE CATALYST. My no holds barred interview yesterday talking Yen, Japan, AI, bonds, credit, hamsters, Godzilla Margin Call, and more. Watch this. 🐹

Some sacrifices don’t come with headlines. They come with an empty chair at dinner. A letter on the porch. A goodbye at the door that has to hold you for months. To every family serving in silence, thank you. We see you. We remember you. We are grateful. I wrote this for you.

🚨 GLOBAL RE-RELEASE 🚨 GODZILLA MARGIN CALL — Club EDM Edition The reverse carry trade has a soundtrack now. Cheap yen. Big drops. Bigger unwind. Hamsters dancing. Godzilla lurking. You know how this ends. I WROTE THIS FOR YOU SO SHOW LOVE. Turn it up. 🎧🦖📉

On a more serious note, if you are struggling and suffering, trying to fight for your dreams, I want you to know you are not alone. You’re not falling apart, you’re closer than it feels. I wrote this song for you. And for me. Let me know what you think.

Dedicated to those who do not relent. It’s harder because you’re getting closer. I wrote this song for anyone in the middle of the grind, wondering if any of it matters. It does. You’re closer than it feels. Turn it up.

We are closer than ever. Forgive me. Please. Forgive me.

THE WORLDWIDE RELEASE. A beautiful acoustic rendition of "Godzilla Margin Call." Featuring hamsters on Bloomberg-linked treadmills, a balanced yen coin, and a very disappointed prime broker. Sound on. Reverse carry never sounded so good.

A geopolitical shock in the Middle East could trigger one of the most dangerous forces in global finance. The reverse Yen carry trade. Here's how. Few.

BREAKING: JAPAN YIELDS SURGE, BITCOIN COLLAPSES, AND STOCK FUTURES TURN RED AS GAYED'S INNER ANNOYING AS FUCKEDNESS GROWS. LIKE AND REPOST IF YOU UNDERSTAND THIS.

It's time. It's time XRP army. I wrote this song. It's yours now.

S&amp;P 500 is just an AI idiosyncratic index now. On CNBC I said small caps — U.S. and global — are due for a cycle where they outperform on a relative basis. Even while the headline averages go down.

They have no fucking choice. You are about to understand this. 2 years wrong. 10 years right. The annoying as fuckedness - can you feel it?

The "store of value" winner YTD? Not Bitcoin. Not gold. Long-duration Treasuries. Despite every headline about rates rising and U.S. debt vulnerability — TLT has quietly outperformed. My take on CNBC:

You should watch this. AI prevented the credit event in 2023. AI may be THE credit event in 2026. From the reason for the bull market, to the catalyst for the bear. And yeah - THEY WILL CRASH STOCKS TO SAVE BONDS AND AI IS DEFLATIONARY. Few.

S&P 500 is just an AI idiosyncratic index now. On CNBC I said small caps — U.S. and global — are due for a cycle where they outperform on a relative basis. Even while the headline averages go down.