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BREAKING: Apple just proved AI "reasoning" models like Claude, DeepSeek-R1, and o3-mini don't actually reason at all. They just memorize patterns really well. Here's what Apple discovered: (hint: we're not as close to AGI as the hype suggests)

Jay Hatfield & Jim Bianco: Is The Next Move A Rate Hike? Watch here: leadlagreport.substack.com/p/jay-hatfield…

Tuesday gonna be lit

Will they sacrifice stocks to save bonds? TrendSpider CEO dan ushman sat down with Michael A. Gayed, CFA to unpack the macro risks no one’s talking about loud enough. From rising yields to Japan’s carry trade unwind—this one goes deep. 📺 youtube.com/watch?v=_q3ql-…

Now What? Small-Caps Still In The Red Read here: leadlagreport.substack.com/p/now-what-0fa

Tuesday.

Seems the only way to stop bots on X is to limit replies to only those I follow. If you’re human and want to respond to my posts going forward, DM me and let me know. I appreciate those I already follow for engaging positively.

Michael A. Gayed, CFA Julia Cordova✨ Last year I read your posts on fasting, it inspired me to start my own program, I went on 100 day - 24 hour - One meal a day fast..stayed on it for 155 days, went on vacation, resumed last Sunday, adding 1 - 48 hr fast into the mix - lost 10 lbs this week after gaining 3 on vac.

Deregulation is personal to me. I believe it reinvigorates my fund management career. Deregulation should bring with it more volatility and the true return of risk-on/off dynamics. Deregulation also allows me to bring a totally new investment strategy to market. Tuesday.

The ATAC Credit-On/Credit-Off Index (JOJO.INDEX) rotates between long-term US treasuries & high yield junk debt on a weekly basis based on the performance of Utilities and the broad stock market. As of Friday, the Index remains junk-on. Click: marketvector.com/indexes/custom…

Wait so AI is fucked and the entire rally was built on bullshit

Might be time to introduce TRT into the protocol.

Now that I’m limiting replies only to those I follow, I expect all of you to engage thoughtfully and in a way that makes the bots realize they’re fucked.

Do you believe in free markets?

Michael A. Gayed, CFA Me reading Michael A. Gayed, CFA posts knowing I’m already fucked!

Michael A. Gayed, CFA Also excited for your Gold/Bitcoin strategy announcement

How am I going to know about all the incredible traders on X now that I’m only limiting post replies to non-bots I follow?