Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Michael A. Gayed

View as an RSS Feed
View Michael A. Gayed's Comments BY TICKER:
Latest  |  Highest rated
  • Homebuilders Tired Post-QE3 [View article]
    Appreciate the comment. As to your questions:

    1) I don't think any kind of correction would be severe, but price will dictate that in the coming days.

    2) Don't think markets believe Fiscal Cliff happens. Politicians likely front-run the issue post elections.

    3) See my Lead-Lag Report on Minyanville for information on sector movement. Do think Industrials and Financials more attractive than Financials.
    Oct 1 11:54 AM | 0 Likes Like |Link to Comment
  • Week In Review – September 30, 2012: October Correction? [View instapost]
    If you will recall back in April when I made the argument for a mini-correction, ATAC positioned into bonds and made money as stocks declined, all while remaining bullish on equities under the idea that the correction would be short-lived. Same idea here.
    Sep 30 09:16 PM | 1 Like Like |Link to Comment
  • The Fall Catalyst Of 2012, Or The Great Cognitive Dissonance [View article]
    I will be writing about this in my next article here on SeekingAlpha.
    Sep 30 09:43 AM | 2 Likes Like |Link to Comment
  • The Fall Catalyst Of 2012, Or The Great Cognitive Dissonance [View article]
    Sincerely appreciate that. I won't get everything right (no one does), but my hope is to simply interpret price to increase the odds of success.
    Sep 28 05:46 PM | 1 Like Like |Link to Comment
  • The Fall Catalyst Of 2012, Or The Great Cognitive Dissonance [View article]
    Yes - "for a quick trade" as I mentioned in the writing. Much like we positioned into bonds April and May while maintaining bullishness on stocks for the year (both of which were right to do).
    Sep 27 06:00 PM | 1 Like Like |Link to Comment
  • The Fall Catalyst Of 2012, Or The Great Cognitive Dissonance [View article]
    Factually incorrect. I am giving voice to our strategies and ATAC models.
    Sep 27 05:59 PM | 1 Like Like |Link to Comment
  • Pay Attention: European Financials Give Harsh Warning To Bears [View article]
    As you may be aware, I use multiple intermarket relationships, of which this is one of them. Furthermore, I am very specifically addressing European Financials, and making the comparison to how price wise they behaved during the first quarter.
    Sep 9 06:05 PM | 1 Like Like |Link to Comment
  • Pay Attention: European Financials Give Harsh Warning To Bears [View article]
    Correct - and as I stated specifically about Silver, the metals trade is reacting on reflation: August 1: http://on.mktw.net/Ok8teI
    Sep 9 05:58 PM | 0 Likes Like |Link to Comment
  • Pay Attention: European Financials Give Harsh Warning To Bears [View article]
    @ndras - appreciate the comment. This is why precisely I focus on listening to price, rather than opinion which has no ability for timing markets.
    Sep 9 05:57 PM | 1 Like Like |Link to Comment
  • Pay Attention: European Financials Give Harsh Warning To Bears [View article]
    I find it hard to believe that the ECB would risk its entire credibility unless it knew how the German court would be okay with its plan. Appreciate the comment.
    Sep 9 12:32 PM | 1 Like Like |Link to Comment
  • Pay Attention: European Financials Give Harsh Warning To Bears [View article]
    Fair enough, but human behavior does not change. From that perspective, money will continously overreact and underreact, which goes back to interpreting price with a behavioral/psychological overlay. Appreciate the perspective.
    Sep 9 11:32 AM | 3 Likes Like |Link to Comment
  • Pay Attention: European Financials Give Harsh Warning To Bears [View article]
    I don't disagree with the thinking, but from a behavioral standpoint, I find it beyond hard to believe that the powers that be in Europe won't do whatever it takes to prevent such a massive decline.
    Sep 9 11:31 AM | 2 Likes Like |Link to Comment
  • The Bond Message Gets Louder [View article]
    I appreciate the comment and you following my analysis. All I am doing is interpreting price - nothing more.
    Sep 4 10:30 PM | 0 Likes Like |Link to Comment
  • The Bond Message Gets Louder [View article]
    Certainly possible - remember I am interpreting price movement. For now price is still signaling a good environment for equities. Appreciate the comment.
    Sep 3 09:19 AM | 0 Likes Like |Link to Comment
  • The Bond Message Gets Louder [View article]
    Referencing the mini-correction? :)

    Thanks for following. Deeply appreciate it.
    Sep 2 10:17 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,287 Comments
1,196 Likes