Michael A. Gayed, CFA
627,909 followers
Sergio Mariscal 
Leon Carrington 
PEJUANG TanahAir 
Few understand this twitter.com/leadlagreport/…
Retweeted by Michael A. Gayed, CFA 
I love Brazil so much I’m going to meet @Tiagogreis right now for breakfast.
Powell Couldn’t Resist Inflating Asset Prices One More Time; The Market Wasn’t Having It youtu.be/ieWukRHyi_o via @YouTube
If you are really bored ....this Sunday 15th at 10 EST I will be discussing all things oil with @leadlagreport on twitter spaces.
Retweeted by Michael A. Gayed, CFA 
Papa John’s CEO Rob Lynch told CNBC that the staffing situation among its delivery drives is starting to improve.
Pizza delivery recovery as a leading indicator? Have we hit the bottom? #pizzaindex
With the SEC taking a tougher stance on SPACs, Goldman Sachs has opted to pause the development of new deals using the structure. $GS #WallStreet #SPACs
To kill it in the stock market, you have to not get killed.
Over 170 reviews, with an average of 4.9 stars.
It’s more important than ever to understand risk-on/off.
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Tiger Global has reportedly experienced $17 billion in losses during this year’s tech stock beatdown.
This would make the loss one of the biggest in hedge fund history, according to the Financial Times. #VC #WallStreet
Tyson Foods now expects fiscal 2022 sales to land between $52 billion to $54 billion, up from previous estimates of $49 billion to $51 billion.
Year-over-year, Tyson’s average beef prices have skyrocketed by nearly 24%. #inflation $TSN
Most people have no clue how treacherous the stock market has become.
But not him.
Check out my Lead-Lag Live discussion with @GarethSoloway now on YouTube.
Click: youtu.be/HemRyVPB738
#stocks #bonds $SPX
Hyundai revealed plans to build a dedicated EV plant in the United States.
Along with its affiliate Kia, the company is targeting to launch no less than 40 EV models by the end of the decade. #EV #manufacturing
If someone takes an unwarranted jab at you, you hit back with a knockout punch.
Every damn time.
Few understand this.
@leadlagreport @chigrl Dude how are you putting out so many quality interviews. I can’t keep up!
Retweeted by Michael A. Gayed, CFA Thanks @TaviCosta for all your insights.
Remember that in kids game Paper > Rock, but in coming years Rock > Paper (assets that is…)
twitter.com/i/spaces/1ZkJz…
Retweeted by Michael A. Gayed, CFA Lead-Lag Live: Monopolies & The Crisis Of Capitalism With @matthewstoller youtu.be/6gOhQ1s3K-k via @YouTube
May 14, 2022 - Closing Thoughts For The Week dlvr.it/SQN6X6
The Pending Housing Crash With Adam Cochran #shorts dlvr.it/SQN5NW
Lead-Lag Live: A Global Recession With Daniel Lacalle dlvr.it/SQKQ00
Retweeted by Michael A. Gayed, CFA May as well be entertained while falling off a cliff. 🤷🏻♂️🤷🏻twitter.com/leadlagreport/…pFAw
Retweeted by Michael A. Gayed, CFA @leadlagreport Fight inflation with inflation 🤣
Retweeted by Michael A. Gayed, CFA Black Swans are everywhere.
And Oil may be next to surprise everyone.
Set your reminders and join me with special guest @chigrl live for a discussion on #stocks, #oil, #gold and more.
twitter.com/i/spaces/1LyGB…
Signpost: People in my feed defending 35% apr crypto products = much more pain ahead
Retweeted by Michael A. Gayed, CFA @leadlagreport @TaviCosta I really enjoyed today's space. Today's space was informative and insightful.
Retweeted by Michael A. Gayed, CFA According to a recent study, over a quarter of all EV charging stations across the San Francisco Bay Area simply don’t work. #EV #renewables $TSLA
The only way out is either hyperinflation or defaulting to the Fed.
But tell me more about the next iPhone.
Retweeted by Michael A. Gayed, CFA The risk isn't that inflation is long lasting.
The risk is that it IS transitory.
Think about it.
Despite TRILLIONS of dollars of unprecedented stimulus, it's not enough to jam secular inflation into the system.
That alone suggests the Fed is powerless.
That's terrifying.
Retweeted by Michael A. Gayed, CFA Apple’s Director of Machine Learning is not prepared to give up his pajamas.
The top artificial intelligence executive has decided to part ways with the company over their push to bring employees back into the office. $APPL #WFH
Killer conversation with Tavi Costa. Join live $DBC $GLD #oil twitter.com/i/spaces/1ZkJz…
Despite the recent price appreciation, energy stocks remain insanely undervalued on a free-cash-flow yield basis.
Aside from 2020 and 2021, today’s yield of almost 9% is well above any other time in the last 30 years.
Retweeted by Michael A. Gayed, CFA On @leadlagreport spaces discussion with @MacroAlf - a good question from @MichaelKantro "name a time markets bottomed without a bottom in economy or change in Fed policy"
Below are post WW2 10% drawdowns with no recession within 12 months - good list to check out.
Retweeted by Michael A. Gayed, CFA What if I told you prices will stay elevated in everything except the commodities market?
See what I did there?
Set your reminders and join me with special guest @TaviCosta live for a discussion on #stocks, #bonds, #gold and more.
twitter.com/i/spaces/1ZkJz…
Meta, Uber, and Amazon have all announced hiring slowdowns in recent weeks. #economy #employment $FB $UBER $AMZN
Phenomenal conversation with Alfonso Peccatiello, Jeremy Schwartz, and Axel Merk. MUST JOIN LIVE. $BTC $LUNA $SPX #stocks twitter.com/i/spaces/1mrxm…
@BluSuitDillon @leadlagreport Two weeks in a row we had crazy vol and the market ended the week almost unchanged. We haven’t seen shit yet lol
Retweeted by Michael A. Gayed, CFA The future of EV-maker Lordstown is in jeopardy, with its immediate cash requirements riding on a $250 million outstanding deal to sell its Ohio factory to Foxconn. #EV $RIDE
Not typically seen at bottoms. twitter.com/nayibbukele/st…
Fantastic chart picturing the exceptional ''pain everywhere trade'' unfolding under our eyes
The 6-month rolling Sharpe ratio (returns in excess of risk-free rate adjusted for volatility) for a basket of S&P500, Treasuries, corporate bonds and gold is at worst level in 30 years!
Retweeted by Michael A. Gayed, CFA Plenty of people are pointing out the big repricing in valuations we've seen this year, which makes stocks look visually ''cheap'' on a multi-year basis.
But equity valuations should not be looked at in a silo.
A short thread on the valuations of the stock market.
1/10
Retweeted by Michael A. Gayed, CFA Your biggest drawdown is always yet to come.
Speaking from experience. twitter.com/blusuitdillon/…
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