3 days into a water and coffee only fast and I lost the 10 pounds I gained from the cruise.
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The Lead-Lag Report
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13 hours ago • The Lead-Lag Report
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1 day ago • The Lead-Lag Report
Trends die on conviction. They persist on skepticism.
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2 days ago • The Lead-Lag Report
Value relative to growth is trying to outperform. In 2 out of the 3 times the value/growth ratio was at these levels and rallied, it marked the start of a bear market - 2000 and 2021.
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3 days ago • The Lead-Lag Report
Treasury buybacks are designed to counter the Bank of Japan. Prove me wrong.
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5 days ago • The Lead-Lag Report
Japan will panic. Oil priced in Yen is the catalyst. The reverse carry trade is near. 🇯🇵🐦🔥
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6 days ago • The Lead-Lag Report
I’m on a cruise for the first time ever. Anything I should know?
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7 days ago • The Lead-Lag Report
70% of stocks on the Russell 3000 are BELOW their 2021 highs. New bull market bro.
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8 days ago • The Lead-Lag Report
The end of the world for Treasuries is the bull case for Treasuries.
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9 days ago • The Lead-Lag Report
In fact, you can actually maintain a top-tier credit profile, take duration risk down to virtually nothing and boost your yield by more than 100 basis points over what Treasury bills are paying. leadlagreport.substack.com
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9 days ago • The Lead-Lag Report
Wait I thought the economy was strong?
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