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

ALL CONTRIBUTIONS

Double V Correction Now?
Last week, several indicators began flashing warning signs for the bulls, suggesting conditions are no longer favoring near-term upside in stocks.
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Papa Powell And The Narrative Fallacy
Nothing like a huge rally in a month’s time to make everyone stop talking about a recession.
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Well That Would Be Surprising
If you were told at the Christmas Eve lows for stocks that equities would have a monster move into 2019, and that we would go through the longest government shut down in history, what would you say?
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Decline, Round 2?
Context always matters much more than opinion. There are a few things that might favor some on-going near-term strength.
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Are We In The Shortest Recession Ever?
For all of the rhetoric around a recession that is either coming or already happening, it’s worth taking a step back, taking a deep breath, and looking at what the market itself is saying.
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Government Shutdown: Melt-Up Or Sucker’s Rally?
From a macro perspective, the rally may not be over. Odds favor increased risk appetite in the weeks and month ahead (for now).
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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
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.

Work Experience

Pension Partners, LLC
Chief Investment Strategist
September 2010 - Present (8 years 7 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.