Michael Gayed | TalkMarkets | Page 2
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 investments. ...more

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Am I The Only Nervous One?
We went from immense fear over a Donald Trump presidency to historic calm. We went from “America first” to emerging markets far outperforming.
The Passive Investing Bubble Is Real
There is no question that the stats back up the idea that passive strategies have more often than not beaten active ones.
Make Normalization Great Again
I’ve had numerous conversations with financial advisers over the last several weeks about the current state of markets. The consensus is that bonds will continue to sell off and we are at the cusp of another major secular thrust for equities.
When Trump Bump Becomes Trump Dump
Last year was a perfect reminder of how nobody knows a thing about tomorrow. Pundits and analysts appear on air and confidently project with certainty what’s to come. Too bad the evidence shows that pretty much no one gets it right.
ATAC Week In Review: Big, Fat, Ugly Bubble
In the near-term, it looks like market movement could continue higher given that yield sensitive areas continue to underperform.
Stocks & Bonds Are Ridiculously Wrong
Being contrarian clearly paid off. The market was wrong in its certainty about who the future president would be. Being contrarian can pay off when such conviction occurs in the minds of investors.
Corrections And The Coming 208 Seconds
Stock market volatility, though often memorable and extreme, historically has been relatively short-lived. There are far more up days than down days. But when equities are gyrating wildly, that is when investors begin notice their accounts the most.
Inching Closer To 2016’s 2nd Correction
We are inching closer to a risk-off period. I suspect that if these trends do not reverse in the coming days, we may start seeing renewed volatility spiking in the weeks ahead.
Well That’s Just Silly
The greatest challenge in a world of so much information is maintaining perspective.
Dear Fed, Please STFU
Stop providing a false anchor for investors who hang on every word you say.
Pre-Election Melt-Up Remains In Play
While there remains a lot of nervousness, there actually is a lot of potential for developed equities to grind higher.
Welcome To The Real Bull Market
A real bull market driven by all the right stuff may finally be here.
Amen - There's A Time For Trends
For years, the cycle we have all been operating in for markets has been characterized by US dominance, pure beta, low volatility, and high volatility of volatility.
Is The Bond Bear Market Finally Here?
No one has been more wrong about the future than bond bears. That may be about to change.
Finally! True Normalization In Market Behavior
Because of central bank suppression of interest rates, those investments which tended to be most defensive (Utilities, Staples, Healthcare, and Treasuries) ended up the best way to play offense.
Has The Election Summer Melt-Up Begun?
It’s time to consider the very real possibility that we are in the early stages of a cyclically led, emerging market driven melt-up for risk assets.
17 to 32 of 73 Posts