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