Michael A. Gayed, CFA

They will crash stocks to save bonds. And Japan is the mother fucking catalyst. The reverse carry trade. Watch this. Yen, Gold, Oil, XRP, and Treasuries. Like and repost if you understand this. Because if you don’t, your hamster will. Goodnight.

To view standardized performance and learn more about $FMKT at freemarketsetf.com. Lead-Lag Publishing, LLC is not an affiliate of Tidal/Toroso, Tactical Rotation Management, LLC, SYKON Capital, Point Bridge Capital, LLC or ACA/Foreside. The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For the most recent month-end performance, please call 855-994-4004 or visit our website at freemarketsetf.com

Today's close: The Free Markets ETF ($FMKT) at $21.96, climbing 0.32% since yesterday. Looking for opportunity in regulatory change? $FMKT is the pioneer ETF exclusively investing in companies we believe are positioned to benefit from deregulation.

@graniteshares These ETFs involve significant risk and are a short-term trading vehicle. Please go through the Prospectus (graniteshares.com/media/hsokzfs4…) and risk information before investing. For more information, please visit graniteshares.com/institutional/… and graniteshares.com/institutional/…

Launch week for the SK Hynix ETFs: $SKUU — 2x Long $SKHY Daily $SKDD — 2x Short $SKHY Daily Daily-reset targets. Short-term trading vehicles. Not for buy-and-hold. Read the SAI before you use them. Call 1-844-476-8747 for a prospectus. @GraniteShares

Learn more about the ATAC Credit Rotation ETF $JOJO at atacfunds.com/jojo/ Lead-Lag Publishing, LLC is not an affiliate of Tidal/Toroso or ACA/Foreside.

When spreads offer no compensation for risk, you're not being paid to hold credit. Period. $JOJO shifts to long-duration Treasuries when the signal confirms it.

@graniteshares These ETFs involve significant risk and are a short-term trading vehicle. Please go through the Prospectus (graniteshares.com/media/hsokzfs4…) and risk information before investing. For more information, please visit graniteshares.com/institutional/… and graniteshares.com/institutional/…

Debut day: $SKHY closed +13.1% off its $149 IPO price. That's the kind of two-way tape $SKUU and $SKDD were built to trade — either side. @GraniteShares. 2x Long. 2x Short. Same underlying. Sized for a single-day view.

@graniteshares These ETFs involve significant risk and are a short-term trading vehicle. Please go through the Prospectus (graniteshares.com/media/hsokzfs4…) and risk information before investing. For more information, please visit graniteshares.com/institutional/… and graniteshares.com/institutional/…

The AI trade has always been about the bottleneck — not the buyer. For memory, that bottleneck sits at 58% SK Hynix, 21% Samsung, 21% Micron. @GraniteShares' new $SKUU (2x long) and $SKDD (2x short) put a daily-reset instrument on the leader of that triopoly.

Over the past year XLU rose ~10.8% while the XLU/SPY ratio fell as the S&P 500 climbed ~22.2%. The JOJO Index tracks this relative signal, not absolute prices. marketvector.com/indexes/custom…

The Rotation Confirmed: 6 flips in 7 days. • XLU/XLV/IWM → Leader • EEM/XLK/GLD → Laggard XLF +1.0σ Notable holds. JNK/GOVT +0.69% credit stable. Defensive rotation, not risk-off. Yet. leadlagreport.substack.com/p/leaders-lagg…

@graniteshares These ETFs involve significant risk and are a short-term trading vehicle. Please go through the Prospectus (graniteshares.com/media/hsokzfs4…) and risk information before investing. For more information, please visit graniteshares.com/institutional/… and graniteshares.com/institutional/…

If you have a same-day view on SK Hynix — long or short — you now have a sized tool for it: $SKUU — 2x Long $SKHY Daily ETF $SKDD — 2x Short $SKHY Daily ETF @GraniteShares. Daily-reset mechanics. Precision instruments, not portfolio holdings.

Canada's mad cow rules are 25 years old. Ottawa just started unwinding them, and the numbers show a real revenue story, not just compliance relief. Darling Ingredients is already positioned. freemarketsreport.com/canadas-mad-co…

@graniteshares These ETFs involve significant risk and are a short-term trading vehicle. Please go through the Prospectus (graniteshares.com/media/hsokzfs4…) and risk information before investing. For more information, please visit graniteshares.com/institutional/… and graniteshares.com/institutional/…

For the first time in company history, SK Hynix out-earned Samsung on operating profit last quarter. HBM did that. @GraniteShares now lists $SKUU (2x long) and $SKDD (2x short) for traders with a daily view on whether that lead widens — or narrows.

Learn more about the ATAC Credit Rotation ETF $JOJO at atacfunds.com/jojo/ Lead-Lag Publishing, LLC is not an affiliate of Tidal/Toroso or ACA/Foreside.

Thin spreads don't mean low risk. They mean low compensation for risk. There's a massive difference. $JOJO understands that difference and rotates accordingly.

@graniteshares These ETFs involve significant risk and are a short-term trading vehicle. Please go through the Prospectus (graniteshares.com/media/hsokzfs4…) and risk information before investing. For more information, please visit graniteshares.com/institutional/… and graniteshares.com/institutional/…

Daily-reset math matters. $SKUU and $SKDD target 2x and -2x of $SKHY on a single trading day. Held longer, path and compounding can push returns away from a simple 2x number. These are short-term trading vehicles. Read the SAI before using them. @GraniteShares