Michael A. Gayed, CFA ✓
@leadlagreport · Click link for research · joined 17 Dec 2010
Portfolio Manager of The Free Markets ETF ( $FMKT ), The ATAC Credit Rotation ETF ( $JOJO ), & The ATAC Rotation Fund ( $ATACX )
772 707Followers
15 359Following
14 568Posts total
10.1MViews on collected posts
Derniers posts
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NMZ offers an 8.5% tax-free monthly distribution. The catch is structural: bonds around 76 cents on the dollar and 41% leverage.
High income is not the same as low risk.
https://t.co/iuskkEeDbG https://t.co/CxdeZ88aDo
14.7K views · 23 likes
· 0 reposts · 4 replies
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Regulators doubled the bank exam threshold, $3B to $6B, for an 18-month cycle. The risk test did not move: capital and supervisory gates still decide. https://t.co/0n7KJWpDFy https://t.co/C32SoOib1y
14.5K views · 29 likes
· 0 reposts · 3 replies
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BlackRock's HYT yields 11.7% at its widest discount in a year. The catch: roughly a quarter of each check is return of capital. Your own money, mailed back. https://t.co/J9X9t81MOw https://t.co/XnYHSNXRbp
17.6K views · 33 likes
· 1 reposts · 3 replies
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1/25 Fear changes the sector opportunity set. The VIX paper asks when to favor cyclical sectors instead of defensive ones. Updated through Aug 31, 2026. https://t.co/vJ30Ktl3bz https://t.co/WWjKuhM70F
13.1K views · 21 likes
· 2 reposts · 4 replies
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The Fed's first hike in 3 years. Copper within 1.1% of its record. Gold snapped its losing streak at $4,380. The supply shock is winning. https://t.co/eiZEgjCDKt https://t.co/yUhIf9lMNY
17.5K views · 82 likes
· 5 reposts · 10 replies
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2 Risk-On, 2 Risk-Off. The composite tilts risk-off at -18. Treasury Rotation flipped defensive and the lumber-gold gap blew out to 19 points. New Weekly Signals: https://t.co/73IRhybm6S https://t.co/rsMXUTWejU
18.8K views · 35 likes
· 2 reposts · 1 replies
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The CFTC wants to revive Rule 4.13(a)(4), the exemption it killed in 2012. Small-pool cap doubles to $800,000. The catch is Form PF. https://t.co/Z6fs43pLpy https://t.co/6Kw1LIghJ4
16.5K views · 29 likes
· 2 reposts · 0 replies
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1/25 Leverage is not just a return decision. It is a survival decision. The paper asks when to apply it and when to step aside. Updated through Aug 31, 2026. https://t.co/HZ3PSt6RPh https://t.co/GHhlmpeqS3
14.4K views · 27 likes
· 2 reposts · 2 replies
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Today's close: The Free Markets ETF ( $FMKT ) at $22.50, climbing 1.39% since yesterday.
Looking for opportunity in regulatory change? $FMKT is the pioneer ETF exclusively investing in companies we believe are positioned to benefit from deregulation. https://t.co/VfyB94Ce4l
14.8K views · 27 likes
· 0 reposts · 4 replies
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FINRA zeroed its Q4 Trading Activity Fee. $160M waived. The bigger move: fee increases delayed two years, $718M saved.
https://t.co/uepa7RL4z5 https://t.co/Jl7xNapudS
17.9K views · 31 likes
· 3 reposts · 3 replies
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XLK/SPY is +2.65 sigma. XLU/SPY is -3.01. The framework is split, not calm.
New in The Lead-Lag Report: https://t.co/eMwAHO2aDa https://t.co/kZdIVAAyc1
15.4K views · 21 likes
· 0 reposts · 1 replies
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SEC proposes rescinding Rule 14a-8, moving shareholder proposals from a federal floor toward state law and company rules.
New in Free Markets Report: https://t.co/DK8XXxgc0E https://t.co/k7NbtSgyEE
15.9K views · 43 likes
· 2 reposts · 2 replies
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They will literally drop aliens into Iran to distract you from Oil priced in Yen causing the reverse carry trade.
114K views · 1.3K likes
· 92 reposts · 61 replies
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STRANGE OBJECT SEEN IN THE SKIES JUST NOW IN TEHRAN, IRAN
SHIT IS ABOUT TO HIT THE FAN. https://t.co/jk4ZrPjU0K
545.1K views · 4.6K likes
· 519 reposts · 351 replies
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0:18
1/25 The bond market can change the equity conversation. Tactical Risk Rotation asks what Treasury leadership tells us about taking risk. Updated through Aug 31, 2026. https://t.co/hgp5UDKDYI https://t.co/vF8dS64vlm
17.9K views · 29 likes
· 2 reposts · 2 replies
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For Iran to win the war, all they need is to destroy Japan’s Oil imports priced in Yen.
Few understand this.
20.4K views · 449 likes
· 36 reposts · 25 replies
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THIS FUCKER CAN’T BE BEAT HIS LAST ANTHROPIC POST HAD OVER 2 MILLION IMPRESSIONS AND NOW THIS MOTHER FUCKER MUST BE FOLLOWED GO FOLLOW HIM RIGHT FUCKING NOW HOLY SHIT
12.7K views · 50 likes
· 2 reposts · 2 replies
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Anthropic, Open AI, Google, and SpaceX are getting sued…
Do you know how lawsuits and litigation work? If you do then you know this has the potential to be a big, like really big, deal.
From the beginning, it looks like a class action style lawsuit that allows other
16.8K views · 35 likes
· 5 reposts · 6 replies
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Unpopular opinion: Iran is about to bomb their own Oil fields and fuck the entire world.
26K views · 453 likes
· 10 reposts · 39 replies
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I lost 100 pounds fasting.
Have struggled my whole life.
Now it’s time to talk about how others have overcome.
I’m launching The Pain Trade Podcast.
Every discipline has a version of the same truth — the payoff comes from the part everyone else won't endure.
Do not relent. h
39.1K views · 200 likes
· 6 reposts · 22 replies
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New from The Free Markets Report: the CFTC handed its crypto rules to the White House.
Congress stalled on the Clarity Act, so the CFTC is taking crypto market structure through executive review. A 90-day clock. No public text yet.
https://t.co/ooSF7EDyo5 https://t.co/mgBm5OZe1
12.7K views · 152 likes
· 12 reposts · 12 replies
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Final call: Chang Robotics' Matthew Chang goes live with Michael Gayed, CFA at 1 PM ET -- reshoring, robotics, and what it means for portfolios. Bring questions. https://t.co/rfOpyNUK2P https://t.co/EmfNQ7zkoy
13K views · 19 likes
· 1 reposts · 4 replies
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Unpopular opinion: there are no coincidences and they are doing this to provide all day liquidity for the reverse carry trade to be mitigated (and it won’t be). https://t.co/WsfH882lJ8
17.7K views · 334 likes
· 21 reposts · 25 replies
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They are aggressively selling Treasuries to save the Yen.
My 10 day timeline might be right after all.
It may be starting right here, right now, tell your mum Gayed might be right.
41.3K views · 1.2K likes
· 64 reposts · 67 replies
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The robots are coming home. TODAY 1 PM ET — Chang Robotics founder Matthew Chang live with Michael Gayed, CFA on reshoring US manufacturing. Free + 1 CFP CE credit (approval pending). https://t.co/rfOpyNUK2P https://t.co/A4l9il5T2l
17.4K views · 35 likes
· 1 reposts · 2 replies
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What if the weight isn’t crushing me down?
What if it’s shaping the shoulders on me when the moment comes around?
What if the tired isn’t the end of the road?
What if it’s the last mile before I finally know what I’m made of?
6.6K views · 78 likes
· 3 reposts · 6 replies
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Face aux comptes de taille comparable
59 posts des 90 derniers jours, à côté de la tranche de 100K–1M abonnés. diffusé largement, mais peu de ces spectateurs réagissent.
Vues médianes17 598ce compte5 983médiane pour 100K–1M
Portée, %2.28%ce compte1.49%médiane pour 100K–1M
Engagement, %0.59%ce compte0.93%médiane pour 100K–1M
| Indicateur | Ce compte | Médiane pour 100K–1M | Rapport |
|---|---|---|---|
| Vues médianes par post | 17 598 | 5 983 | 2.94× |
| Portée (vues ÷ abonnés) | 2.28% | 1.49% | 1.53× |
| Taux d'engagement | 0.59% | 0.93% | 0.63× |
Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
545.1K20 Sep
114K21 Sep
15.9K
15.4K
17.9K
14.8K
14.4K22 Sep
16.5K
18.8K
17.5K
13.1K23 Sep
17.6K
14.5K
14.7K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
1.03%20 Sep
1.26%21 Sep
0.30%
0.14%
0.21%
0.21%
0.21%22 Sep
0.19%
0.20%
0.57%
0.21%23 Sep
0.21%
0.22%
0.19%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes88.7%71 098 in total
Reposts4.3%3 469 in total
Replies1.0%776 in total
Quotes0.2%180 in total
Bookmarks5.7%4 602 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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