Michael A. Gayed, CFA
@leadlagreport
Followers
760K
Following
81K
Media
796
Statuses
7K
2022 was the year when risk-off Treasuries failed to counter risk-on stocks as a hedge against volatility. 2025 could be the flight-to-safety trade back into Treasuries finally returns. If I’m right, the ATAC Credit Rotation ETF $JOJO can potentially benefit. 🧵👇 (1/10)
12
10
106
A single company, Crowdstrike, has brought the world to its knees overnight because of a glitch. Good luck with your AI future.
256
1K
9K
I’m starting to think Trump has no idea what the fuck is going on.
1K
586
10K
Unpopular opinion: housing is going to have an epic crash.
1K
593
9K
Japan is about to fuck up the entire world. It’s not about Trump. It’s about the reverse carry trade. I will be proven right. The Main Event. Like and repost if you understand this.
454
1K
8K
You're distracted by China, but it's always been about Japan.
175
520
6K
It’s not China that’s dumping Treasuries. It’s Japan. They are preparing to defend their currency. This was always part of the thesis. They raise dollars to buy Yen. Initial yield spike, then flight-to-safety trade back into Treasuries occurs on reverse carry trade.
224
604
5K
China won't fight Trump back with tariffs. They'll do it with Treasuries.
410
357
4K
We’re still in a bear market. You will soon understand this.
248
247
4K
Japan is about to fuck up stocks and Gold. Goodnight.
160
175
4K
I’m starting to think Trump isn’t actually in control.
504
199
4K
On Monday, stocks rallied 10% within minutes on a “fake headline” that Trump would pause tariffs by 90 days. It wasn’t a fake headline. They were testing the market’s reaction. They denied it to keep it as ammunition. You’re about to see that ammunition fired.
@leadlagreport Michael…will trump have to back off of the tariffs for rates to drop?…finished 48 hour fast yesterday!.
206
307
4K
We are in a fucking currency crisis and seemingly no one gives a shit.
387
276
3K
Does anyone really know what the fuck is actually going on.
746
168
3K
You are about to see one of the most epic intraday reversals higher in everything in history.
230
154
3K
Wait so housing is going to have an epic crash.
30-year mortgage rate has soared back to 7.50%, the highest level since January 🚨
242
300
3K
I don’t care what political party you support, all these mother fuckers are corrupt.
236
228
3K
Over a year fasting. Over a year exercising. Over a year fighting. Over a year losing nearly 100 pounds. Over a year to turn back the clock. Do not fucking relent. Father Time in undefeated. I won’t go down without a fight.
476
67
3K
Aged really fucking well. I was right. I was FUCKING RIGHT AGAIN.
On Monday, stocks rallied 10% within minutes on a “fake headline” that Trump would pause tariffs by 90 days. It wasn’t a fake headline. They were testing the market’s reaction. They denied it to keep it as ammunition. You’re about to see that ammunition fired.
190
170
3K
If China is dumping Treasuries in response to tariffs, they will crash stocks even harder to force the flight-to safety-trade and absorb the supply. We're fucked.
320
291
3K
They will crash stocks to crash Treasury yields. I'm fucking right on this.
229
178
3K
This isn’t about tariffs. This is about Japan. You will soon understand this. All eyes on the Yen. 🐦🔥🇯🇵
132
203
2K
3 meals a day and you gain weight. 2 meals a day and you maintain weight. 1 meal a day and you lose weight. Few understand this.
447
151
2K
So let me get this straight. Futures are surging because of a trade deal with China AND prescription drug prices dropping (both disinflationary) while Treasury yields are…rising?. The fuck?
310
200
3K
We may be in the midst of the greatest deleveraging rug pull of all time.
85
159
2K
This is manipulation on a scale we have never seen before.
270
145
2K
We're about to see something we've never seen before.
360
128
2K
This isn’t a bear market. This is the realization that the bull market was bullshit.
141
186
2K
Unpopular opinion: THEY ARE DISTRACTING YOU WITH BULLSHIT BECAUSE JAPAN IS ABOUT TO FUCK SHIT UP.
132
152
2K
They aren’t even hiding the manipulation anymore.
108
121
2K
Put your damn fucking notifications on. You will fucking remember me today.
114
59
2K
Meanwhile, FUCKING JAPAN BOND MARKET HOLY SHIT.
57
92
2K
I said I believe we rally hard for two days and that there is an attempt at new lows in 2 weeks. I maintain that. This isn’t over. This is how you fuck retail one more time. The Main Event is still near.
@leadlagreport Is this the biggest bull trap of all time?.
116
162
2K
We’re still fucked but in a few weeks. Goodnight.
82
80
2K
They keep saying Trump is a threat to our democracy. No. What’s a threat to our democracy is over $35 trillion in debt that keeps rising faster than our taxes and inflation.
168
265
2K
Trump has no idea what’s really going on and he’s fucked too. Goodnight.
114
94
2K
Did some intraday technical analysis on $NVDA.
163
120
2K
This rally won't hold. Small-caps should be outperforming. They aren't.
139
89
2K
The market will rally until it realizes this was not about tariffs. Few understand this. 🇯🇵🐦🔥
135
120
2K
Stop blaming Trump. The entire rally the last two years was bullshit. Small-caps told you that all along. And even with this decline STOCKS ARE STILL FUCKING EXPENSIVE.
@leadlagreport Seeing all the people I follow panic is hilarious, like fam, this was pretty obvious, but yall were to caught up in the fake gains :D.
128
181
2K
They have no idea what the fuck their plan is.
152
98
2K
I’m more and more convinced we see an everything rally the next two days. The sentiment is too dark tonight. Contrarian setup.
137
84
2K
They must crash stocks further to save bonds. Bear markets make fools of bulls and bears.
71
114
2K
You will fucking remember me.
You are about to see one of the most epic intraday reversals higher in everything in history.
147
82
2K
BREAKING: $NVDA IS TAKING DOWN THE ENTIRE FUCKING STOCK MARKET, AND THE $VIX IS NOT GOING TO 0 BRO.
83
113
2K
Tell your friends and family. I’m mother fucking back. I didn’t get to a million followers and all this name recognition by just saying fucked and few. I used to be good at this. This is my cycle. It’s my turn now.
135
40
2K
We are about to have a generational buying opportunity in the flight to safety trade. This is my cycle. I have suffered long enough. I will be proven right.
161
65
2K
In my professional opinion, Japan is about to fuck shit up.
106
95
2K
They sucked retail back in. The whipsaws will continue until retail capitulates. We are in a bear market. And yes - Treasuries will stand alone.
125
121
2K
Unpopular opinion: the lows are not in. It’s my time now.
139
75
2K
Not going to lie I’m having a hard time with this whole mid-life crisis thing. It’s a real dynamic in your early 40s. Lot goes through your mind as you feel time ticking away.
368
31
2K