Michael A. Gayed, CFA
@leadlagreport
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5x Dow & Founders Award Winner. Risk-On/Off $RORO ETF, Junk-On/Off $JOJO ETF, & $ATACX Mutual Fund Portfolio Manager. Publisher Of The Lead-Lag Report.
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Joined December 2010
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70% of stocks are still BELOW their 2021 respective peaks.
It's not a bull market - it's a concentration bubble.
Please watch this, like and repost.
Today's "Morning Few."
Let me know your questions and thoughts below.👇
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1) Iran attacks Israel.
2) Oil spikes.
3) Israel counter-attacks Iran.
4) Oil in Yen spikes.
5) The Bank of Japan panics to save the Yen.
6) Treasuries initially sell-off hard then reverse.
7) Reverse carry trade.
8) Global margin call.
9) Stocks crash.
It's here.
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1) Iran attacks Israel.
2) Oil spikes.
3) Oil in Yen spikes.
4) The Bank of Japan panics to save the Yen.
5) Reverse carry trade.
6) Global margin call.
7) WE'RE FUCKED.
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Lumber crash suggesting housing start are toast.
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In the next 48 hours, we may see Japan intervene to save the Yen, and Iran attack Israel.
We're fucked.
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Don’t ever forget that the reason we are in this hell environment where inflation is raging is because these mother fuckers in power did this to us using a bullshit pandemic to justify their own enrichment while everyone else pays 40% more for basic needs.
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They sucked everyone in.
Turned everyone bullish.
No one is bearish.
No one is watching the Yen.
No one understands lags.
It’s coming.
I don’t give a fuck what anyone says.
I stay true to my analysis.
To conditions.
This IS how you have a rug pull.
I will not relent.
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What if it's not Japan that Gold is warning of.
What if it's war.
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Unpopular opinion: you’re renting your house from the government through real estate taxes.
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Gold is sending a warning.
Utilities are sending a warning.
And now Treasuries are sending a warning.
I will not relent.
Something wicked this way comes.
March.
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1) Iran attacks Israel.
2) Oil spikes.
3) Israel counter-attacks Iran.
4) Oil in Yen spikes.
5) The Bank of Japan panics to save the Yen.
6) Treasuries initially sell-off hard then reverse.
7) Reverse carry trade.
8) Global margin call.
9) Stocks crash.
WE'RE FUCKED.
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The movement in Gold should scare the ever living shit out of you.
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Friendly reminder: $NVDA CAN TAKE DOWN THE ENTIRE FUCKING STOCK MARKET.
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The rug pull is coming.
It will end in tears.
Then I'll be bullish as fuck.
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They will literally crash the 1 month Treasury to distract you from Bill Clinton’s connection to Epstein.
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Japan has to sacrifice Treasuries to save the Yen, which means the US has to sacrifice stocks to save Treasuries.
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$NVDA can take down the entire fucking stock market.
It will.
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The fact that we went from “the Fed will cut interest rates 6 times this year” to “the Fed could raise rates this year” in the span of literally 4 months means none of us has a fucking clue what tomorrow brings.
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Just did some intraday technical analysis on the 1 minute for the $SPX
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When did the U.S. become such a shit show?
Was there a seminal moment in the last three decades that started the downtrend?
2K
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They are going to rug pull the shit out of everything.
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Sugar has killed more people than Covid ever will.
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Tomorrow is going to be wild.
Who in their right mind on a discretionary basis would hold equities over the weekend with war risk like this?
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A credit event ends inflation.
The Fed needs it.
We need it.
Few understand this.
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NOTHING MATTERS NOW EXCEPT THE YEN.
The currency crisis has begun.
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I AM FUCKING LOVING MY X FEED RIGHT NOW.
WE ARE ALL COLLECTIVELY FUCKED.
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Said it before.
Saying it again.
$NVDA can take down the entire fucking stock market.
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WE'RE FUCKED.
🔴 THE WHITE HOUSE: THE BANKING SYSTEM REMAINS SOUND, AND IS RESILIENT.
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The Fed is watching Bitcoin.
That's why they might not cut rates at all.
Few understand this.
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The fuck was that?
Did NYC just have an earthquake?
Everything was shaking.
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Person of the year should have been a single mom who no one has heard of because she fights every day to provide for her children.
Stop glorifying the rich and famous.
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2000 was an election year.
2000 the Tech bubble burst.
2008 was an election year.
2008 the Great Financial Crisis began.
2024 is an election year, we are in a Tech mania, and regional banks are in crisis.
But tell me more about how Biden won’t let stocks go down.
Few.
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The movement in Gold should scare the ever-living shit out of you.
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Gold is sending a mother fucking warning.
I will not relent.
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Roses are red
Violets are blue
$NVDA earnings are fucked
And the stock market is too.
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Bitcoin and cryptocurrencies are crashing.
They are not risk-off.
Gold was sending a warning.
Now Treasuries will stand alone.
Oil spikes.
Oil prices in Yen spike.
The Bank of Japan panics to save the Yen as the Middle East gets more violent.
And the credit event begins.
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AND WHAT THE FUCK HAPPENED AFTER 1999
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Now that is risk-off.
The rug pull is coming.
I have been wrong in my timing.
Should Iran hit Israel, and Oil spike, it’s more than just war.
It’s a Bank of Japan panic.
It’s the reverse carry trade.
It’s Phase 2 of the credit event.
I have waited long enough.
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Fasting would have saved more lives during Covid than any fucking vaccine.
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WE FUCKED
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I said it before and I say it again.
They will crash stocks to save Treasuries.
They have no choice.
And history proves it.
Going back to 1961, long duration Treasury yields fall in the biggest stock market declines.
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$NVDA could fall by 50% and still be expensive.
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For fucks sake can we please have a President who isn’t a piece of shit human being troll?
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The Fed won't need to hike rates to break markets.
Markets will break before that and collapse inflation with it.
We need a credit event.
It's the only way this shitshow ends.
And it will.
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Know how you get back to 2% inflation?
With a 30% drop in $SPX.
Few understand this.
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Unblocking everyone.
Because everyone is fucked.
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Anyone think we’re on the verge of a “surprise” currency crisis?
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They will crash stocks to save Treasuries.
They will do whatever it takes.
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The mother fucking rug pull is coming in everything.
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Hey Lindsey - go fuck yourself.
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War spikes Oil.
Oil spikes inflation.
Inflation spikes the reverse carry trade as Japan panics.
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You say watch Bitcoin.
I say watch Gold.
Gold is a signal.
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We are on the edge of a currency crisis.
They sucked everyone in just before it hits.
It’s not about being a perma-bear or doom porn.
No one fucking understands how consequential Japan is as a source of global leverage.
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A credit event will end inflation.
We need it.
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I have never been more convinced of how fucked we are.
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No.
Both Trump and Biden suck.
Stop with the bullshit “if you don’t like Biden you must be a Trump lover” shit.
The fact that these are our choices in a country of 330 million people is fucking embarrassing.
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AirBnB destroyed the American dream of owning a home.
Goodnight.
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BREAKING: POWELL ISSUES OFFICIAL STATEMENT ON INFLATION, $NVDA, $BTC, AND MORE.
PLEASE WATCH, LIKE, AND REPOST THIS URGENT MESSAGE.
YOUR PORTFOLIO IS AT STAKE.
FUCKED.
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Gold is a risk-off signal.
Utilities are a risk-off signal.
Small-caps can't break out.
And everyone is distracted by Bitcoin and shitcoins.
March.
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The biggest bubble of all is faith in the Fed.
That is starting to pop.
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They will panic out of Bitcoin ETFs as quickly as they FOMOed in.
You are about to see how Wall Street destroys us all.
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The entire financial system will implode if $NVDA and $BTC go down hard together.
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😂😂😂😂😂😂😂😂😂😂😂😂😂 😂😂😂😂😂😂😂😂😂😂😂😂😂 😂😂😂😂😂😂😂😂😂😂😂😂😂Few. 😂😂😂😂😂😂😂😂😂😂😂😂😂 😂😂😂😂😂😂😂😂😂😂😂😂😂FUCKED. 😂😂😂😂😂😂😂😂😂😂😂😂😂 😂😂😂😂😂😂😂😂😂😂😂😂😂 😂😂😂😂😂😂😂😂😂😂😂😂😂🐦🔥 😂😂😂😂😂😂😂😂😂😂😂😂😂 😂😂😂😂😂😂😂😂😂😂
I will laugh my ass off if stocks reverse all gains by the close, end deeply red, with Treasuries positive.
🐦🔥
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Japan will panic.
I’m going to be proven right.
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The valuations on gold mining stocks are stupid cheap.
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AI is a Trojan horse to manipulate and censor the world like never before in human history.
Few understand this.
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Watch Gold.
Gold is the signal.
As a leading indicator.
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The currency crisis has begun.
NOW FOLLOW THIS FUCKER RIGHT NOW HE IS AMONG THE FEW WHO UNDERSTANDS THIS.
Yen above 153 now. Hasn't hit this level since June 1990.
Situation keeps getting worse.
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$NVDA has a market cap of $1.7 trillion and a P/E of 87.
Fuck off.
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The Fed wants Japan to cause a global margin call through the reverse carry trade to provide them with an excuse to lower rates and have a scapegoat.
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If Iran really wanted to send a message to the Biden Administration, it would strike when markets are open.
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Gold is surging because big money that must be invested in something at all times does not want to be correlated to stocks at this time.
Ask yourself why.
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At what point will it be clear that Gold is sending a warning?
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Unpopular opinion: Bitcoin ETFs are Wall Street’s weapon against Bitcoin itself.
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I think we are in a currency crisis.
China and Japan agree with Gold.
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