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

Aussie Dollar Rallies On

Aussie Dollar Rallies On

The trend higher appears to be in its early stages.

The Reflationary Market Is Here

The Reflationary Market Is Here

The rotation into risk assets is just starting, and emerging-market currencies could see a big move.

Rupee to Rip Higher?

Rupee to Rip Higher?

It looks like a bottom is trying to get formed here.

The Mother of All Euro Short Squeezes?

The Mother of All Euro Short Squeezes?

A shockingly powerful euro rally may soon start.

Time to Short the Dollar?

Time to Short the Dollar?

Betting against the greenback may make a lot of sense as a short-term contrarian play.

The End of the Road for the Yen?

The End of the Road for the Yen?

The odds favor a breakdown of the long yen trade.

A Question of Reflation

A Question of Reflation

Emerging-market currencies have acted like there was a crash, so what now?  

A Contrarian View of the Euro, Part II

A Contrarian View of the Euro, Part II

You may want to pay some attention to the world's most troubled currency for a comeback trade.

Real Support Means More Real Stimulus

Real Support Means More Real Stimulus

Brazil's central bank wants the real/euro ratio to decline.

A Contrarian View of the Euro

A Contrarian View of the Euro

It has been breaking down, but it may not be as bad as people say.