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.
An overseas recovery is likely to disproportionately benefits coal to natural gas.
Utility companies may be ready to switch away from natural gas and move to coal, which would weaken demand and prices for natural gas,
Be careful nouveaux bulls, risk-off is real and it's here.
The past decade has shown a strong correlation between oil and stocks.
Despite the recent Fed actions, the yen has not yet broken down -- so caution remains warranted.
Price is disagreeing with logic in a world of unlimited money-printing and forced reflation.
The market thinks there's little chance of an imminent Israel-Iran conflict.
The structural reform in India appears real, and a rally is already under way.
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