Michael A. Gayed, CFA, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages a mutual fund and separate accounts according to its ATAC (Accelerated Time and Capital) strategies focused on inflation rotation.
Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking .ore advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners.
| Feb 27, 2013 | 11:49 AM EST
Given continued weakness against the dollar, I am still stressing caution in stocks here.
| Feb 20, 2013 | 3:00 PM EST
The greenback is climbing even as sequestration looms, so we a risk-off trend may be on its way.
| Feb 14, 2013 | 11:30 AM EST
Does the decline warn of a risk-off ahead?
| Feb 12, 2013 | 12:30 PM EST
The recent collapse of the currency is unjustified.
| Feb 06, 2013 | 1:00 PM EST
An indication of the overall direction of risk currencies and safe havens.
| Jan 29, 2013 | 2:02 PM EST
If you're turning negative on global markets, the pound could be an interesting long trade.
| Jan 22, 2013 | 2:00 PM EST
Something important is under way.
| Jan 16, 2013 | 3:00 PM EST
Setting up for a short trade?
| Jan 08, 2013 | 2:30 PM EST
Emerging-market currencies have reached a decision point.
| Dec 18, 2012 | 12:30 PM EST
A broad rotation is under way, out of the U.S. and back into emerging economies.