The Lead-Lag Report

Substack by Michael A. Gayed, CFA · launched Apr 8, 2023

Developed from award-winning market research, The Lead-Lag Report gives you powerful market insights to improve your long-term investment strategy.

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Paid leaderboard

#158

Subscribers

244K

rounded by Substack

Paid subscribers

100+ paid

Badge

Bestseller 100

Paid plan

$39/mo

Podcast

Yes

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Reactions per post

303

average, recent posts

Reactions tracked

3.6K

across 12 posts

Tickers covered

1

in tracked posts

Most-reacted post we have seen: The Memory Behind the AI Trade: SK Hynix Comes to Nasdaq — 436 reactions on Jul 14, 2026.

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Recent posts

• The Reverse Carry Trade That Broke 2008

  Jul 16, 2026373 reactions0 comments5 restacks

• The Pipes That Power AI, Repriced: A Renamed, Restructured Bet on Energy Infrastructure

  Jul 16, 2026Paid247 reactions0 comments3 restacks

• TODAY - The Factor Investing Lie: Why Most Smart Beta Strategies Leak Risk

  Jul 16, 2026389 reactions0 comments6 restacks

• The Factor Investing Lie: Why Most Smart Beta Strategies Leak Risk — Live With Jason Hsu, July 16

  Jul 15, 2026282 reactions0 comments3 restacks

• The Contradiction: Cool CPI, Hot Oil, Korean Bear

  Jul 15, 2026366 reactions0 comments9 restacks

  IBM

• The Rotation Confirmed: Defensive Names Reclaim Leadership, EEM/XLK/Gold Unwind, Risk-Off Signal Accelerates

  Jul 15, 2026293 reactions0 comments3 restacks

• The Inflection Point Nobody Wants to Call

  Jul 14, 2026327 reactions0 comments1 restacks

• The Memory Behind the AI Trade: SK Hynix Comes to Nasdaq

  Jul 14, 2026436 reactions0 comments4 restacks

• Iran Struck. Oil Spiked. Vol Refused to Panic.

  Jul 13, 2026263 reactions0 comments0 restacks

• The Fear Gauge Reset — But the Composition Did Not (ATACX)

  Jul 13, 2026280 reactions0 comments0 restacks

• The Yen at a 52-Week Low and the Setup for a Carry Recompression (JOJO)

  Jul 12, 2026182 reactions0 comments0 restacks

• The Fed Just Told You There Are No Rate Cuts Coming. Here’s How To Build Your Own.

  Jul 10, 2026203 reactions0 comments1 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: The Lead-Lag Report. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.