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Michael A. Gayed, CFA

 
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  • A Great Week For Deflation [View article]
    The correlation has primarily been on the Yen with Treasuries as risk-off/deflation trades. Given that Abenomics has removed the Yen from the opportunity set of risk-off trades, money at the margin likely flows even more into Treasuries.
    Apr 7 07:36 PM | 1 Like Like |Link to Comment
  • Broker-Dealers Echo May 2012 Correction Now [View article]
    "A bit early" - might want to check our results last few weeks.
    Apr 5 09:39 AM | 1 Like Like |Link to Comment
  • Broker-Dealers Echo May 2012 Correction Now [View article]
    If market is anticipating a pick up in financial transactions, M&A, trading, etc., its presumably due to a better economic environment, causing Broker-Dealers to lead markets.
    Apr 4 09:49 PM | 2 Likes Like |Link to Comment
  • Gold's Moment To Shine Coming? [View article]
    Outperformance = up more or down less, as I stated in the writing.
    Mar 27 09:45 PM | Likes Like |Link to Comment
  • Gold's Moment To Shine Coming? [View article]
    Yep - as did I: http://bloom.bg/nOIl5Q
    Mar 27 09:24 PM | 1 Like Like |Link to Comment
  • Gold's Moment To Shine Coming? [View article]
    My assertion is based on fact - Gold behaviorally has outperformed stocks during deflationary scares. From an asset class rotation standpoint, that's what I define as "doing well."
    Mar 27 09:21 PM | 1 Like Like |Link to Comment
  • Is Italy Echoing The April-May 2012 Correction? [View article]
    Ummm - you might want to Google my name, and start with the Summer Crash of 2011.
    Mar 27 07:53 AM | 1 Like Like |Link to Comment
  • Is Italy Echoing The April-May 2012 Correction? [View article]
    Ummm - http://bit.ly/11JgYWC
    Mar 26 08:43 PM | 2 Likes Like |Link to Comment
  • The Disconnect [View article]
    Avi - disconnects are referenced in quite literally all of my writings.
    Mar 24 11:47 PM | Likes Like |Link to Comment
  • Brazil An Early Fat Pitch? [View article]
    Next time ;)
    Mar 16 03:37 PM | Likes Like |Link to Comment
  • Brazil An Early Fat Pitch? [View article]
    With friends like you...
    Mar 13 07:44 AM | 3 Likes Like |Link to Comment
  • Brazil An Early Fat Pitch? [View article]
    A 3% move in not a big gain. A 45% move is, as occurred in 2012. The year is young.
    Mar 13 07:44 AM | 3 Likes Like |Link to Comment
  • Brazil An Early Fat Pitch? [View article]
    The wonders of Google ;)
    Mar 12 01:20 PM | 4 Likes Like |Link to Comment
  • Correction Risks Fade? [View article]
    "Why would you go against the market" - I explained that in the writing. Everything was warning of a risk-off period.
    Mar 11 06:49 AM | 1 Like Like |Link to Comment
  • Correction Risks Fade? [View article]
    Yes it does appear that is precisely what happened.
    Mar 10 08:55 PM | 2 Likes Like |Link to Comment
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