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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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.
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