Michael Gayed | TalkMarkets | Page 3

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 investments. ...more
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The Burden Of Proof
Sunday, July 31, 2016 11:33 PM EDT
More money is made from buy low, sell high, then buy high, sell higher. Why? Because when you buy low, the effects of compounding from a lower base are much larger.
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Utilities Aren’t Just For Yield
Wednesday, July 20, 2016 2:01 PM EDT
While many are attracted to Utilities for their relative safety and yield, the sector represents much more than an investment opportunity. It also serves as an important indicator for risks ahead.
In this article: VTI, XLU Also: VIX, SPX
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Coming Crisis Or Opportunity?
Sunday, July 17, 2016 6:27 PM EDT
One of the most underappreciated market dynamics over the last few years was that the bull market in has been led by all the wrong stuff. Bull markets tend to be led by sectors most sensitive to growth and inflation, i.e. cyclical and high beta.
In this article: SPHB, SPLV, XLP, XLU, XLV
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Remember That Whole “Brexit” Thing?
Sunday, July 10, 2016 11:00 PM EDT
The last couple of weeks have been nothing short of bridiculous. Britain votes to leave the EU, and worldwide markets crash. Many European indices in a span of two days shed greater than 10% in market capitalization.
In this article: VIX
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Welcome To The End
Friday, July 8, 2016 12:36 PM EDT
Whether the majority realize it or not now, the crowd will soon enough. We are nearing the end of one of the most incredible intermarket disconnects in modern times as the relationship of bonds to stocks nears a breaking point.
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Summer Crash Of 2016?
Sunday, June 26, 2016 6:08 PM EDT
Intermarket trends suggest broad defensiveness pre-Brexit. I suspect another drop may be coming which is US-led, given the duration of defensive posturing in the last few months, similar to behavior last seen before the Summer Crash of 2011.
In this article: GLD, SPY, VXX, XLU
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The Impossible Stealth Bull Market
Tuesday, June 7, 2016 4:45 PM EDT
Small-cap stocks and emerging markets appear to be on the verge of taking the leadership reigns however
In this article: VSMAX, TNA, TZA
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The Great Temptation, Greatest Danger
Sunday, May 22, 2016 5:20 PM EDT
Most analysis on an investment focuses on recent performance, rather than process. Yet, little attention is given to the investor return/behavior gap, a well-documented phenomenon that proves that investors sacrifice returns by incorrect timing.
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Most Investors Are Insane, Are You?
Monday, April 4, 2016 5:10 AM EDT
Why in the face of overwhelming evidence that the best time to buy a strategy is when it is out of favor do investors keep falling for the same momentum chasing mentality, rewarding the past rather than giving their portfolio a future with returns?
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What Defines Life
Monday, February 8, 2016 11:41 AM EDT
The last three days for LinkedIn defined the last 3 years. That is to say that, as with life, everything in markets is defined by extremes.
In this article: LNKD
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Pure Insanity
Monday, February 1, 2016 10:50 AM EDT
Can we all just step back for a moment and consider the complete insanity that is gripping markets?
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Buy Low, Sell High? Lol
Wednesday, January 20, 2016 11:21 PM EDT
In times like this, where everyone seems to panic out of not just asset classes, but also strategies, introspection is a worthwhile endeavor.
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Bear Markets, Divergences, And Crisis
Tuesday, January 19, 2016 10:17 AM EDT
Following a second nasty week for stocks, the media is now beginning to ask if we are on the verge of a recession. Small-cap stocks have entered “bear” territory after a 20+% drop off the highs. Recession or not?
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What Powerball, Stocks, And Contrarianism Have In Common
Wednesday, January 13, 2016 6:00 PM EDT
Where does the contrarian look to now? Reflation through a bounce in commodities and emerging markets, both of which no one seems to want to buy a ticket on.
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On Stock Crashes, Hindsight, And Anger
Sunday, January 10, 2016 10:31 PM EDT
US stocks just had their worst start to a year in history last week going all the way back to 1928. The bears are back. As investors and traders frantically deal with clients and their own personal emotions, let’s put things into factual perspective.
In this article: VFINX, VUSTX
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ATAC Week In Review: The Backtest Called Buy And Hold
Monday, February 23, 2015 3:47 AM EDT
In my travels around the country presenting to and meeting with hundreds of financial advisors and individual investors, I’ve been fortunate to really get a clearer understanding of how people in the business of portfolio management think.
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33 to 48 of 73 Posts
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