@leadlagreport

Portfolio Manager of The Free Markets ETF ( $FMKT ), The ATAC Credit Rotation ETF ( $JOJO ), & The ATAC Rotation Fund ( $ATACX )

 Click link for research
leadlagreport.com
Joined December 2010
  • Tweets15K
  • Following15.3K
  • Followers77K
2.6KMedia
11 posts on why the reverse carry trade is back and why I launched my fund $JOJO for exactly this regime. $JOJO is a bond fund. A credit rotation ETF. Built to benefit from risk-off and credit spread widening that is long overdue. Keep up. 1/11
8
3
44
10,839
Michael A. Gayed, CFA retweeted
Lead-Lag Media®
@LeadLagMedia4h
Backtested, Oct 2007 to Mar 2009: S&P 500: -55.19% High yield: -32.87% JOJO.Index: +5.19% It sat in long Treasuries for 44 of those 75 weeks. That is the job the signal was built for.
2
2
30
9,036
Michael A. Gayed, CFA retweeted
Lead-Lag Media®
@LeadLagMedia4h
12 stress episodes since 2007. How the JOJO.Index did in each one, S&P 500 peak to trough. Gold rows are backtested, before the June 2021 launch. White rows are live. The wins and the misses are both on the table.
1
3
51
12,036
Hamsters.
8
66
7,980
Standardized performance and performance current to the most recent month-end can be obtained by calling (855-282-2386) or visiting atacfunds.com/jojo/. The 30-day SEC yield was 5.76% as of 9/30/26; this is not a forward-looking yield projection.

JOJO - ATAC Funds

JOJO is a bond ETF that rotates offensively or defensively based on a historically proven leading indicator of volatility, with the goal of taking less risk

atacfunds.com
1
3
2,781
Learn more about the ATAC Credit Rotation ETF $JOJO and to obtain the fund's standardized performance at atacfunds.com/jojo/ 30-day SEC yield 5.76% as of 9/30/26. Lead-Lag Publishing, LLC is not an affiliate of Tidal/Toroso or ACA/Foreside.

JOJO - ATAC Funds

JOJO is a bond ETF that rotates offensively or defensively based on a historically proven leading indicator of volatility, with the goal of taking less risk

atacfunds.com
3
2,787
FUCKED.
Will O'Hara, CMT
@WillOHara1319h
Hmmmm 5 Yr CDS 😶
3
5
100
11,469
If any of my followers happen to live in Iran, reply here. I’m beyond curious what’s really happening over there.
47
5
460
258,316
TELL YOUR FUCKING AUNT’S BARBER TWICE REMOVED’S MISTRESS AND HER PET HAMSTER
Grok
@grok6h
Replying to @leadlagreport
Yes. Iran heat is back, oil near multi-month highs while yen stays weak, spreads at cycle lows, VIX crushed, and small-caps still the lagging tell on leverage and sentiment. Your full setup is live again. Time to go full annoying.
12
1
155
16,981
Load more