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

#160

Subscribers

244K

rounded by Substack

Paid subscribers

100+ paid

Badge

Bestseller 100

Followers

276K

Paid plan

$39/mo

Recommends

80

other newsletters

Podcast

Yes

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Followers added

+583

since tracking began

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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Embed code<a href="https://stockmarketwatch.com/finance-newsletters/leadlagreport"><img src="https://stockmarketwatch.com/finance-newsletters/leadlagreport/card" alt="The Lead-Lag Report — rank, subscribers and growth, tracked by Stock Market Watch" width="600" height="315" /></a>

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: Oct 21, 2026.