HeyJaredMichael A. Gayed, CFA
- Indexed articles, last 90 days
- 19
- Latest publication
- Jul 16, 2026
- Audience
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- Earliest in this view
- Jul 6, 2026
The latest indexed work is over 30 days old. There may be a gap in what we hold.
Latest articles
The Reverse Carry Trade That Broke 2008 (opens the original)
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How the Unwinding of a Trillion-Dollar Yen Position Turned a Subprime Loss Into a Global Crash
TODAY - The Factor Investing Lie: Why Most Smart Beta Strategies Leak Risk (opens the original)
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CE Credit Webinar Tomorrow
The Factor Investing Lie: Why Most Smart Beta Strategies Leak Risk — Live With Jason Hsu, July 16 (opens the original)
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CE Credit Webinar Tomorrow
The Contradiction: Cool CPI, Hot Oil, Korean Bear (opens the original)
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A cool June CPI told the Fed to stand down the same week an Iran blockade, a Korean bear, and IBM's worst day ever said otherwise.
The Rotation Confirmed: Defensive Names Reclaim Leadership, EEM/XLK/Gold Unwind, Risk-Off Signal Accelerates (opens the original)
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XLU +2.60% 4W ROC (Risk-Off Week 3); XLF +1.0σ Notable; EEM/XLK Flip to Laggard; JNK/GOVT +0.69% Confirms Credit Stable
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