Michael Gayed

Michael A. Gayed, CFA, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment adviser 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 advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube at youtube.com/pensionpartners.

Recent Articles By The Author

The Extreme Movers Message: Energy Gone Wild

The Extreme Movers Message: Energy Gone Wild

The sector is catching up to the industrial trade, which has been fairly strong over the past couple of months.

Look for Sharp Yen Reversal

Something important is under way.

The Extreme Movers Message: Eclectic Risk Mix

The Extreme Movers Message: Eclectic Risk Mix

Risk-on has certainly been the right call exiting last year and entering this one despite the fiscal cliff noise.

Watch for an Aussie Dollar Reversal

Setting up for a short trade?

Taking the Risk-Off Approach

Emerging-market currencies have reached a decision point.

Extreme Movers: 'Cliff' Was a Distraction

Extreme Movers: 'Cliff' Was a Distraction

Investment in cyclicals and emerging markets indicates big money has not been afraid of risk.

Extreme Movers: Alternative-Energy Skyrockets

Extreme Movers: Alternative-Energy Skyrockets

The market re-evaluated its bearishness on the alternative-energy space once Obama got re-elected.

The Rupee Looks Poised for a Recovery

A broad rotation is under way, out of the U.S. and back into emerging economies.

The Fed May Have Broken the Spell

Its statements on QE could increase risk-taking and weaken the dollar.

A Gold Call Is a Rupee Call

Any kind of major strength in India will likely cause gold to experience its own moment of strength.