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

Emerging Market Currencies Continue Risk-On Trade

Emerging Market Currencies Continue Risk-On Trade

The trend higher remains intact, albeit in a somewhat choppy way.

Draghi Could Break the Yen

Draghi Could Break the Yen

If reflation doesn't occur organically, the ECB will act, meaning this safety trade may soon break.

Fear Not the Euro

Fear Not the Euro

The euro is approaching a key low and is likely to make a countertrend rally.

Yen Could Be Trapped in the 'Bear Paradox'

Yen Could Be Trapped in the 'Bear Paradox'

Given the yen's relationship with U.S. bonds, it's likely to reverse its own strength sometime soon.

Euro Could Yet Surprise the Skeptics

Euro Could Yet Surprise the Skeptics

Recovering shares across the pond may spur value investors' animal spirits -- and lead to a higher euro.

For EM Currencies, It Could Be Time to Buy

For EM Currencies, It Could Be Time to Buy

Such a trade, paired with a short on the dollar, may now be in order.

The Pound/Euro Trade Defies Gravity

The Pound/Euro Trade Defies Gravity

There could be a big opportunity betting against the pound.

Real/Euro Still Likely to Fall

Real/Euro Still Likely to Fall

The Brazilian real will likely continue to weaken further relative to the euro.

Busting the Pound/Euro Trade

Busting the Pound/Euro Trade

Is the Bank of England setting up the currency for a fall as the pound/euro relationship nears resistance?

A Decidedly Bullish Signal

A Decidedly Bullish Signal

The yen has weakened in the face of stimulus disappointment -- an encouraging sign for risk assets.