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

Extreme Movers: Global Melt-Up?

Extreme Movers: Global Melt-Up?

Outside of the "fiscal cliff," the action in Europe tops investor watch lists.

Fiscal Cliff Bullish for EM Currencies

Fiscal Cliff Bullish for EM Currencies

Look for money rotating out of Treasuries and into emerging market sovereign debt.

Might Be the Return of Risk-On

Might Be the Return of Risk-On

The dollar's uptrend seems broke -- so risk-on sentiment may suddenly have become real.

A Risk-Off Currency No More

A Risk-Off Currency No More

Investors fear a yen breakdown as Japan attempts to battle deflation, but that worry may be unjustified.

Paper Beats Rock as Dollar Outperforms Gold

Paper Beats Rock as Dollar Outperforms Gold

"Rock, Paper, Scissors, Shoot!"

Extreme Movers: Investors Run Scared, Buy Bonds

Extreme Movers: Investors Run Scared, Buy Bonds

The market is bad and getting worse.

Emerging-Market Currencies to World: Still Risk-Off

Emerging-Market Currencies to World: Still Risk-Off

the worldwide markets continue to behave in a corrective way.

Dollar to World: Risk-Off Not About Obama

Dollar to World: Risk-Off Not About Obama

Don't listen to pundits; listen to price.

The Extreme Movers Message: China Concentration

The Extreme Movers Message: China Concentration

Money is optimistic for a near-term breakout in Chinese equities.

India Conviction Waning?

India Conviction Waning?

Small-caps began outperforming around mid-August during the rupee rally, which has since stalled.