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.
Outside of the "fiscal cliff," the action in Europe tops investor watch lists.
Look for money rotating out of Treasuries and into emerging market sovereign debt.
The dollar's uptrend seems broke -- so risk-on sentiment may suddenly have become real.
Investors fear a yen breakdown as Japan attempts to battle deflation, but that worry may be unjustified.
the worldwide markets continue to behave in a corrective way.
Money is optimistic for a near-term breakout in Chinese equities.
Small-caps began outperforming around mid-August during the rupee rally, which has since stalled.
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