Michael Gayed

Chief Investment Strategist at Pension Partners, LLC

Michael A. Gayed, CFA is the Chief Investment Strategist at Pension Partners, LLC.

As Chief Investment Strategist, Michael helps to structure portfolios to best take advantage of various strategies designed to maximize the amount of time and capital spent in potentially outperforming ... more

Following: 35 Followers: 2500

ALL CONTRIBUTIONS

Vanguard Mid-Cap ETF: In For A Strong 2020
Wednesday, January 29, 2020 12:58 PM EDT
If you want to outperform the market, I think you have to find sectors or investments that have been under-owned and underperformed for several years. A great option is to get invested in it is the Vanguard Mid-Cap ETF (VO).
In this article: VO Also: AMZN, GOOG, MSFT, NFLX, VOO, GOOGL
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Spring Crash Potential Not About China
Sunday, May 12, 2019 3:50 PM EDT
We don’t know is if the “very real chance of a Spring Crash” is underway. For weeks, I have been arguing that a storm was building. The most notable warning of a high risk period is the divergence of Lumber from the S&P 500.
In this article: SPX
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EC The Lead-Lag Report: Nearing Changes Everywhere
Wednesday, April 17, 2019 12:10 PM EDT
An assessment of the performance of some of the most important sectors and asset classes relative to each other, with an interpretation of what underlying market dynamics may be signaling about the future direction of risk-taking by investors.
In this article: XLK, XLB, XLY, XLI, TLH, JNK, IPE, SLY, XLF, XLV
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The Lead-Lag Report: Cyclical Rotation Begins
Wednesday, April 10, 2019 12:15 PM EDT
Healthy economic data and a strong jobs report have investors rotating into cyclical and growth-oriented sectors and away from defensive and overseas markets.
In this article: XLK, SPY, XLB, XLP, XLY, XLI, SLY, TLH, JNK, XLF
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Emerging Markets: Finally ?!
Sunday, April 7, 2019 11:26 AM EDT
For the 592nd time, it looks like emerging markets are set to rally. But far and away, the most frustrating investment/trade/thesis has been betting on anything but US equities, and particularly positioning long into emerging markets.
In this article: EEM, TIP
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Spring Crash Of 2019?
Sunday, March 17, 2019 5:14 PM EDT
I call BS on the way the stock market’s rally has held over the last several weeks. The reality is that multiple indicators are flashing warning signs that I believe are being ignored by short-termism and overly excited market prognosticators.
In this article: SPY, XLU, SPHB
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STOCKS I FOLLOW

AOM iShares S&P Moderate Allocation Fund
DIA SPDR Dow Jones Industrial Average
EEM iShares MSCI Emerging Markets Index
GLD SPDR Gold Trust ETF
SPY SPDR S&P 500
XLY Consumer Discretionary Select Sector SPDR ETF

TWEETS

PERSONAL BLOG

Latest Posts
Schlumberger: A Dominant Oil Franchise
Schlumberger Ltd. stock is looking for a bounce on the back of oil prices hitting a 7-month high on the increased Mideast tensions and improved sector outlook.
In this article: SLB
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The Dow Already Hit 150,000 – But You Still Can’t Retire Comfortably
There is no doubt that there is a retirement crisis in America, but the fix isn’t the Dow hitting 150,000. The fix is you.
In this article: DIA, SPY
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Work Experience

Pension Partners, LLC
Chief Investment Strategist
September 2010 - Present (10 years 11 months)
• Develop investment strategies and perform analysis on various asset classes • Monitor existing client asset allocations and provide portfolio recommendations • Publish articles related to stocks, bonds, commodities, and currencies to develop firm awareness
Portfolio Manager
ACE & Company
December 2009 - September 2010 (10 months)
• Responsible for public equities long/short portfolio investing in equities across the U.S. and in emerging markets • Implement an institutional-quality investment management process for research and trading • Work with and manage equity analysts located in Thailand who are focused on making stock recommendations • Develop reports designed to pinpoint existing market dislocations
Business Development Consultant
Pension Partners, LLC
August 2009 - December 2009 (5 months)
• Establish new investment portfolio composite to begin creating a live and verifiable track record for future clients • Create marketing plan outlining ways to increase asset growth and implement branding strategy • Work with CFP to develop new presentation material explaining investment process and firm offerings • Attend meetings with prospective investors detailing asset allocation methodology
Portfolio Strategist and Research Analyst
AmeriCap Advisers, LLC
June 2004 - September 2008 (4 years 4 months)
• Voted on investment decisions that affected $275+ million in institutional assets under management • Researched stocks and provided recommendations based on fundamental, technical, and economic analysis • Automated stock screening and summarized investment committee discussions • Monitored portfolio and alerted team to potential risk factors using proprietary models • Presented investment process to several consultants, resulting in the addition of $20+ million in assets
Portfolio Manager
Albert Asset Management, LLC (Subsidiary of AmeriCap Advisers, LLC)
January 2007 - January 2007
• Launched long/short equity hedge fund, working with lawyers to develop the offering memorandum • Developed proprietary investment methodology based upon academic and internal research • Actively managed portfolio with $2+ million in assets consisting of five high net-worth clients • Generated positive returns for 2007 despite the volatility caused by the credit crisis • Allocated funds through systematic and dynamic sector rotation to identify long and short stock opportunities

Education

New York University - Leonard N. Stern School of Business
B.S.
2000 / 2004
Double Major in Finance & Management

Publications

Intermarket Analysis and Investing: Integrating Economic, Fundamental, and Technical Trends
Michael Gayed
CreateSpace Independent Publishing Platform
10/15/1990
This eye-opening book brings together today's most relied upon tools of market analysis. Michael E.S. Gayed clearly explains how this powerful combination of major schools of thought of market analysis can help investors dramatically improve their judgment on likely market performance and spot important trends, thereby making successful investment decisions.