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*Note: In early June, we will be launching a premium research service around the Lead-Lag Report which has been growing in popularity.  You can view a basic version on SeekingAlpha (https://seekingalpha.com/article/4261437-spring-crash-signs-grow). The premium version will include trading signals based on the four award-winning papers I co-authored. The report will provide a meaningful context for individual […]

I Guess I Hit A Nerve…

“It’s interesting to read the comments.  When a guy like this sticks his neck out with a call…and then gets made fun of in the comments.  This is a fabulous contrarian signal.  Reminds me of the 2000 Nasdaq top.  His timing may be off, but that is almost impossible to get right.  His assessment of […]

“Strength and growth come only through continuous effort and struggle.” – Napoleon Hill Below is an assessment of the performance of some of the most important sectors and asset classes relative to each other, with an interpretation of what underlying market dynamics may be signaling about the future direction of risk-taking by investors. The below […]

  • Posted in Lead Lag Report
  • Comments Off on The Lead-Lag Report: Nearing Changes Everywhere

“In the case of a downtrend, the price reaches an oversold position and it remains there for an extended period of time until the decline runs its course.” – Michael E.S. Gayed, my father, in the 2nd edition re-release of “Intermarket Analysis and Investing” Below is an assessment of the performance of some of the […]

  • Posted in Lead Lag Report
  • Comments Off on The Lead-Lag Report: Cyclical Rotation Begins

FINALLY??!?

“When you finally accept that it’s OK not to have answers and it’s OK not to be perfect, you realize that feeling confused is a normal part of what it is to be a human being.” – Winona Ryder For the 592nd time, it looks like emerging markets are set to rally. By far and […]