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The Lead‑Lag Report’s weekend edition spotlights three archived articles that deliver timeless market insights. Each piece delves into macroeconomic shifts, sector‑rotation tactics, and risk‑management frameworks that remain relevant for today’s investors. By resurfacing these analyses, the newsletter reinforces its data‑driven reputation and offers subscribers actionable perspectives without new research costs. The post also underscores the author’s commitment to curating high‑value content for a paid audience.
CORRECTION: Income Investing With Infrastructure Capital
Infrastructure Capital Advisors will host a live, CFP® CE‑eligible webinar on June 4, 2026, led by CEO Jay Hatfield. The session will deep‑dive into the firm’s QVOL Nasdaq Option Income ETF, outline its full income‑focused ETF lineup, and reveal 30‑day...
Three Round Numbers and a Memorial Day Airstrike
Tuttle Capital and Lead‑Lag Publishing are hosting a June 1, 2 p.m. ET webinar on the “Heavy Assets, Low Obsolescence” (HALO) investment lens, which screens physical‑infrastructure businesses such as mines, railroads, energy firms and utilities that are less vulnerable to rapid AI...
Calm Spreads, a Re-Steepening Curve, and the Credit-Rotation Setup Most Investors Ignore (JOJO)
High‑yield credit spreads remain tightly compressed, with the ICE BofA US High Yield OAS at 2.78% and BB spreads at 1.70% as of early May 2026. The Treasury curve has re‑steepened, posting a +0.50% 10‑year‑minus‑2‑year spread, while inflation stays above...
The Grid Is the New Gold: Inside UTG, the Utility CEF Built for the AI Power Era
The Reaves Utility Income Fund (UTG) is a utility‑focused closed‑end fund that trades at a modest 1.8% discount to its net asset value, offering investors a low‑cost entry point into essential infrastructure. Managed by Reaves Asset Management, a specialist with...
The Great Rotation Is Here — And FMKT Is Built for It
The 10‑year/2‑year Treasury yield spread turned positive at +0.50% in April 2026, ending the deepest inversion since the 1980s. ISM Manufacturing PMI rose to 52.7 in March, confirming a return to expansion, while the S&P 500 slipped over 5% in...
The Tax Trap That's Costing Your Clients Millions — And the One Tool That Breaks It
The Lead‑Lag Report is hosting a free, one‑hour webinar on May 5, 2026 to teach CFP® professionals about the 351 Exchange—a tax‑deferred strategy that lets clients move concentrated, appreciated stock into a newly created ETF without triggering capital gains. The session, co‑presented...
A 30% Off Annual Code, This Weekend Only
The Lead Lag Report is offering a 30% discount on its annual subscription this weekend, using code WELCOMEBACK30. The promotion drops the annual price to $320, compared with a $468 total if a subscriber stays on the monthly plan. The...
The 8-4 Vote and the ¥5.4 Trillion Lie.
The Federal Open Market Committee voted 8‑4 on April 29 to keep the federal funds rate at 3.50‑3.75%, marking the most divided vote since 1992 and signaling no June rate cut. Treasury yields jumped, with the 10‑year at 4.39% and...
Mid-Week Signals Check: Gold Backs Off the Risk-Off Flip
Gold prices retreated on Tuesday, pulling back from Monday's risk‑off rally and slipping below the $2,100 per ounce mark. The lumber market mirrored the move, with prices dropping about 3% as housing‑related demand softened. Meanwhile, U.S. Treasury yields rose modestly,...
Free CE Credit: Beyond Bonds, the 4% Rule, and Covered Call ETFs (Apr 30)
Tuttle Capital Management, a $4 billion‑AUM ETF issuer, is hosting a free continuing‑education webinar on April 30, 2026 to challenge the traditional retirement‑income playbook of bonds, dividend stocks, and covered‑call ETFs. The panel will explain why the classic 4 % withdrawal rule no longer...
The Credit-Equity Divergence: What 285 Basis Points Is Telling You That 7,000 Isn't
The ICE BofA US High‑Yield Master II option‑adjusted spread fell to 285 basis points on April 21, a level last seen in June 2007 before the Great Financial Crisis. At the same time, the S&P 500 surged past the 7,000 mark, closing the week at...
Here's What This Week's Signal Table Looks Like
The firm releases a weekly signal dashboard to paid subscribers, featuring four intermarket ratios—Lumber/Gold, Copper/Gold, High Yield/Treasuries, and Utilities/S&P 500—each evaluated over a 13‑week trend. Each ratio receives a directional reading that feeds into a composite signal indicating overall market risk...
REMINDER: Private Credit: What They're Not Telling You (Free Webinar — TODAY 11AM ET)
A free 25‑minute webinar at 11 AM ET today will dissect the hidden risks in private credit, a market that has drawn trillions by promising high yields with low volatility. Industry voices from SYKON, Unicus Research and The Lead‑Lag Report will...
Green Lights, One Yellow
The S&P 500 surged 4.5% this week, closing at 7,126.05 – its highest level since January – driven by strong Q1 earnings and optimism around the U.S.-Iran ceasefire. Three of the four proprietary signals (Beta Rotation, Treasury Rotation, and the...