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Michael A. Gayed, CFA (Lead-Lag Report)

Michael A. Gayed, CFA (Lead-Lag Report)

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Portfolio manager and macro strategist discussing macro cycles, risk signals, and equity implications for U.S. markets.

Recent Posts

Low Put/Call Ratio Signals Selective Hedging, Not Euphoria
Social•Feb 22, 2026

Low Put/Call Ratio Signals Selective Hedging, Not Euphoria

“Low put/call = euphoria” is an outdated shortcut. Equity put/call: 0.65 (Feb 20, 2026). VIX: 20.23 (Feb 19). That’s selective hedging, not carefree positioning. https://t.co/V7FSThxtRN

By Michael A. Gayed, CFA (Lead-Lag Report)
Software’s Value Mispriced; Embedded Platforms Gain From AI
Social•Feb 20, 2026

Software’s Value Mispriced; Embedded Platforms Gain From AI

Software Is Not Dead. It’s Being Mispriced. AI disruption fears, multiple compression, and why embedded platforms may be the real beneficiaries of automation. Read here: https://www.leadlagreport.com/p/software-is-not-dead-its-being-mispriced

By Michael A. Gayed, CFA (Lead-Lag Report)

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