Michael A. Gayed

Michael A. Gayed

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Michael A. Gayed, CFA, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages a mutual fund and separate accounts according to its ATAC (Accelerated Time and Capital) strategies focused on inflation rotation.Expand

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 .ore advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners.Collapse

Emerging-Market Currencies to World: Risk-Off

By

Michael A. Gayed

 | Oct 23, 2012 | 2:15 PM EDT

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

The Aussie Dollar vs. the Renminbi

By

Michael A. Gayed

 | Oct 17, 2012 | 2:30 PM EDT

Is the currency market anticipating China stimulus?

A Steady Yen Betrays Persisting Skittishness

By

Michael A. Gayed

 | Oct 9, 2012 | 1:00 PM EDT

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

Are EM Currencies Sending Risk-Off Warning?

By

Michael A. Gayed

 | Oct 3, 2012 | 4:30 PM EDT

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

Rupee to Rip Higher, Redux

By

Michael A. Gayed

 | Sep 30, 2012 | 11:30 AM EDT

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

Decision Time for the Yen/Euro Trade

By

Michael A. Gayed

 | Sep 25, 2012 | 5:04 PM EDT

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

QE4 and the Coming Rise of EM Currencies

By

Michael A. Gayed

 | Sep 16, 2012 | 7:30 PM EDT

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

British Pound Comes Unwound

By

Michael A. Gayed

 | Sep 11, 2012 | 3:30 PM EDT

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

Euro Could Shock the World

By

Michael A. Gayed

 | Sep 9, 2012 | 7:30 PM EDT

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

Could Be a Real Winner

By

Michael A. Gayed

 | Sep 4, 2012 | 8:00 AM EDT

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

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