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

Decision Time for the Yen/Euro Trade

Decision Time for the Yen/Euro Trade

We'll soon see if the 'risk-on' market can persist.

QE4 and the Coming Rise of EM Currencies

QE4 and the Coming Rise of EM Currencies

It appears likely the dollar will continue hemorrhaging in favor of overseas reflationary plays.

British Pound Comes Unwound

British Pound Comes Unwound

The pound/euro trade will likely collapse as the ECB mitigates risk.

Euro Could Shock the World

Euro Could Shock the World

Given recent developments, it's now certainly possible that new 2012 highs could materialize here.

Could Be a Real Winner

Could Be a Real Winner

Thanks to aggressive fiscal and monetary action in Brazil, the currency could soon pick up strongly.

Save the Euro, Break the Yen

Save the Euro, Break the Yen

The appeal of the yen as a safety trade appears to be waning.

Whispers of a Gold Resurgence

Whispers of a Gold Resurgence

If the rupee soon rises strongly, as I believe it will, it could trigger the metal to reach all-time highs.

Summer Surprise Is Not Over

Summer Surprise Is Not Over

Just take a look at the emerging market currencies.

The Aussie Dollar/China Market Connection

The Aussie Dollar/China Market Connection

Perhaps the better way to play the Aussie dollar is to play Chinese stocks.

Euro Bounce in the Cards

Euro Bounce in the Cards

Likely Draghi action and the technicals both call for one, at least in the short term.