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.
| Dec 13, 2012 | 2:00 PM EST
Its statements on QE could increase risk-taking and weaken the dollar.
| Dec 11, 2012 | 11:30 AM EST
Any kind of major strength in India will likely cause gold to experience its own moment of strength.
| Dec 04, 2012 | 1:00 PM EST
Look for money rotating out of Treasuries and into emerging market sovereign debt.
| Nov 29, 2012 | 11:00 AM EST
The dollar's uptrend seems broke -- so risk-on sentiment may suddenly have become real.
| Nov 20, 2012 | 4:25 PM EST
Investors fear a yen breakdown as Japan attempts to battle deflation, but that worry may be unjustified.
| Nov 16, 2012 | 7:00 AM EST
"Rock, Paper, Scissors, Shoot!"
| Nov 13, 2012 | 3:00 PM EST
the worldwide markets continue to behave in a corrective way.
| Nov 07, 2012 | 4:00 PM EST
Don't listen to pundits; listen to price.
| Nov 01, 2012 | 3:00 PM EDT
Small-caps began outperforming around mid-August during the rupee rally, which has since stalled.
| Oct 30, 2012 | 2:00 PM EDT
If Japan is pushing on a string, could the U.S. be too?