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Michael A. Gayed
Michael A. Gayed (RSS)
Pension Partners

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

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Recent Articles

Regional Banks Weaken Against Larger Financial Stocks

Mar. 6, 2012, 11:51 am EDT – While it might seem "safer" to invest in regional banks because of their insulation from Europe, bigger banks still look like the strongest way to ride the bull. More 

Could New BofA Fees Hurt Financials?

Mar. 1, 2012, 1:00 pm EDT – Bank of America (BAC) reportedly is once again considering new fees. But it might be difficult to sour investors on the bullish financial sector. More 

Small-Cap Gold Miners Repeating 2010 Rally

Feb. 28, 2012, 12:50 pm EDT – The Market Vector Junior Gold Miners ETF (GDXJ) is up almost 20% so far in 2012, and with an environment similar to 2010, it could be poised to head higher. More 

Obama’s Dividend Tax: More Fuel for Cyclical Stocks?

Feb. 23, 2012, 12:45 pm EDT – Any such move to hike taxes on dividends would likely make stocks with payouts less attractive compared to those that offer capital appreciation and growth. More 

Greece’s Bailout: More to Come?

Feb. 21, 2012, 12:16 pm EDT – Even though Greece remains a mess, the EU can't stop now. That means it'll stay on the bailout road ahead, and that's not bad for stocks. More 

Is India Having a 2009 Moment?

Feb. 17, 2012, 7:00 am EDT – After a long downward spiral, Indian stocks are staging another comeback reminiscent of the spike seen in March 2009. More 

Retailers Show Strength, But Be Selective

Feb. 14, 2012, 12:33 pm EDT – Look for retailers that make an effort to provide a gratifying shopping experience, not just low prices. More 

Treasury Bonds Uniformly Weaken in 2012

Feb. 9, 2012, 2:00 pm EDT – The message across 10 government-bond ETFs and ETNs is clear -- Investors are signaling across the board a strong message that risk-taking is back. More 

First Housing, then Lumber?

Feb. 7, 2012, 1:58 pm EDT – Timber, which is still underperforming homebuilder stocks, could soon turn around as homes start getting built again. More 

Small-Cap Stocks Suggest Rally is Real

Feb. 2, 2012, 11:46 am EDT – Small-cap stocks, which have much higher sensitivity to market movement, are a great way to gauge investor confidence. And confidence looks high. More