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

Coal, Natural Gas and the Extremes

Coal, Natural Gas and the Extremes

An overseas recovery is likely to disproportionately benefits coal to natural gas.

Sell the Yen Rumor, Buy the News

Sell the Yen Rumor, Buy the News

If Japan is pushing on a string, could the U.S. be too?

The Extreme Movers Message: Natural Gas Breakdown Ahead?

The Extreme Movers Message: Natural Gas Breakdown Ahead?

Utility companies may be ready to switch away from natural gas and move to coal, which would weaken demand and prices for natural gas,

Emerging-Market Currencies to World: Risk-Off

Emerging-Market Currencies to World: Risk-Off

Be careful nouveaux bulls, risk-off is real and it's here.

The Aussie Dollar vs. the Renminbi

The Aussie Dollar vs. the Renminbi

Is the currency market anticipating China stimulus?

The Extreme Movers Message: Lower Oil Ahead?

The Extreme Movers Message: Lower Oil Ahead?

The past decade has shown a strong correlation between oil and stocks.

A Steady Yen Betrays Persisting Skittishness

A Steady Yen Betrays Persisting Skittishness

Despite the recent Fed actions, the yen has not yet broken down -- so caution remains warranted.

Are EM Currencies Sending Risk-Off Warning?

Are EM Currencies Sending Risk-Off Warning?

Price is disagreeing with logic in a world of unlimited money-printing and forced reflation.

The Extreme Movers Message

The Extreme Movers Message

The market thinks there's little chance of an imminent Israel-Iran conflict.

Rupee to Rip Higher, Redux

Rupee to Rip Higher, Redux

The structural reform in India appears real, and a rally is already under way.