Michael Gayed | TalkMarkets | Page 5
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

Articles

Latest Posts
65 to 72 of 72 Posts
<<< 1 ... 2 3 4 5
ATAC Week In Review: The Bull’s Self-Delusion
Equities and Treasuries closed August having one of their best months of 2014 respectively, as bonds continue to price in global deflation at the same time equities completely ignore that possibility.
What Can Break Treasuries
Stocks rallied as yields nudged higher following the prior week's break in market internals as tensions "eased" in the Ukraine and markets continued to disregard any kind of warning signs that things could get more challenging.
Now It Gets Interesting
Something fairly significant happened last week which could have meaningful implications on market movement into the end of Quantitative Easing.
ATAC Week In Review: Now It Gets Interesting
Something fairly significant happened last week which could have meaningful implications on market movement into the end of Quantitative Easing.
ATAC Week In Review: The Greatest Mistake Investors Make
US equities mostly rose last week after a volatile ride while at the same time emerging markets closed marginally lower.
ATAC Week In Review: The Greatest Mistake Investors Make
US equities mostly rose last week after a volatile ride while at the same time emerging markets closed marginally lower.
ATAC Week In Review: July 20, 2014: Realities And Dreams
Homebuilder stocks continued to badly underperform the S&P 500 as housing starts missed by the most since 2008. Long duration Treasuries, after their earlier decline in the first week of July, whipsawed to new highs on the year. US small-caps continued their complete relative collapse.
Russia Throws A Monkey Wrench
Our quant models rotated out of the emerging market trade given relative momentum weakness. This is an evolving situation which throws a monkey wrench on the contrarian emerging market trade which we maintain has far more potential than US markets do.
65 to 72 of 72 Posts
<<< 1 ... 2 3 4 5