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Michael A. Gayed

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  • Michael A. Gayed
    Latest ATAC Week in Review Now Available: Shock and Awe Here? http://bit.ly/QxzqX0
    9/9/12
    Reply (9)
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    • Bildar: Ha! I take it all back. I'm working off the wrong month. Now it makes sense.
      9/9/12
    • Tas 2010: Michael, as always thanks for sharing your view of the market. You have been dead on right this past year.
      9/29/12
      • Michael A. Gayed
        Latest Lead-Lag Report Now Available - Waiting on SuperBen: http://bit.ly/PoLDy9 $SPX
        8/28/12
        Reply (5)
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        • Robin Heiderscheit: MG, where u been . . . you should be out here taking at least a preliminary bow!
          9/7/12
        • Michael A. Gayed: :)
          9/8/12
          • Michael A. Gayed
            Latest Week in Review Now Available - QE...4? http://seekingalpha.com/p/ll3l
            8/26/12
            Reply
              • Michael A. Gayed
                Latest Inflation Rotation Watch Video Now Available at http://bit.ly/O5jH1g $SPX $IWM $EEM
                8/22/12
                Reply
                  • Michael A. Gayed
                    Latest Lead-Lag Report Now Available: The Bull Rebellion Strengthens SPY IVV IWM http://bit.ly/NhBgdE
                    8/21/12
                    Reply (1)
                    • realornot: Cheers, Michael. We are at the top of the twin peaks and loooooking down. Got 1 more week left. Time to unload before Sep.
                      8/21/12
                      • Michael A. Gayed
                        Guess the Summer Surprise/Melt-Up happened after all? Welcome to the Great Realization $SPX http://seekingalpha.com/a/ek6v
                        8/17/12
                        Reply (9)
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                        • Perkins Cove: "Only performance is reality" Talk/ideas is one thing...performance is real. Still respect you both.
                          8/17/12
                        • Robin Heiderscheit: Still long, strong and no longer wrong. Been a great ride but am getting ready to liquidate all longs and replace with more call options.
                          8/18/12
                          • Michael A. Gayed
                            As the Summer Surprise/melt-up takes place, we've revamped the company website. Thoughs/feedback on the new PensionPartners.com?
                            8/16/12
                            Reply (1)
                            • Tas 2010: Very Nice Michael!!
                              8/17/12
                              • Michael A. Gayed
                                Latest Week in Review Now Available - Summer Surprise $SPX $IVV $IWM $VWO http://seekingalpha.com/p/kj89
                                8/12/12
                                Reply
                                  • Michael A. Gayed
                                    Latest Lead-Lag Report Now Available - Melt-Up Redux? http://bit.ly/MhSpbx $SPX
                                    8/7/12
                                    Reply (1)
                                    • Green Asparagus: Comment on this phenomenon? http://bit.ly/O0AWFx
                                      8/8/12
                                      • Michael A. Gayed
                                        Latest Week in Review Now Available - Disappointment = Rally? http://seekingalpha.com/p/k11t $SPX #meltup
                                        8/5/12
                                        Reply (4)
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                                        • Robin Heiderscheit: Last inflation scare ran from Sept '10 to Feb '11. We are only five weeks into this one, so hope you are right.
                                          8/7/12
                                        • Michael A. Gayed: We are only 1 week into it :) http://bloom.bg/NEMZrS
                                          8/7/12
                                          • Michael A. Gayed
                                            Longer-form interview in which I discuss ECB inaction, reflation, and much more now available: http://bit.ly/NprDsK Thoughts?
                                            8/2/12
                                            Reply (3)
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                                            • Michael A. Gayed: Most of the data I use is chart based which s hard to reference in a segment like that, but point taken. Thanks for watching.
                                              8/3/12
                                            • Robin Heiderscheit: Looks we are FINALLY going to be rewarded with a breakout on inflation assets here. Bout time.
                                              8/3/12
                                              • Michael A. Gayed
                                                Latest Lead-Lag Report Now Available - Cyclicals Melt-Up Coming? $XLI $XLB $XLE $TIP $CAT http://bit.ly/N1LFff
                                                8/1/12
                                                Reply
                                                  • Michael A. Gayed
                                                    My entire show with @ajinsight and @adsteel co-hosting Street Smart live on Bloomberg today now available. http://bloom.bg/Q9NR6M
                                                    7/30/12
                                                    Reply
                                                      • Michael A. Gayed
                                                        Me vs. @KennyPolcari in a bull/bear smackdown. Who won? http://bloom.bg/OyjN2j-1kHY5BBZQSG~g~jpnQnKZA.html @AJInsight @adsteel
                                                        7/30/12
                                                        Reply (1)
                                                        • Dorky: Nobody. The result can only be determined by the end of this year.
                                                          7/31/12
                                                          • Michael A. Gayed
                                                            My segment on Bloomberg today discussing bonds, stocks, reflation, and central bank paranoia now up: http://bloom.bg/NEMZrS
                                                            7/30/12
                                                            Reply
                                                              • Michael A. Gayed
                                                                Will be on Bloomberg live in 20 minutes. Bloomberg.com/tv. Tune in and tweet me questions @pensionpartners
                                                                7/30/12
                                                                Reply
                                                                  • Michael A. Gayed
                                                                    I will be co-hosting today live on Bloomberg from 3-5 PM EST. Tune in at bloomberg.com/tv. Anything I should focus on?
                                                                    7/30/12
                                                                    Reply (5)
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                                                                    • Freekizh: Rally in gold miners
                                                                      7/30/12
                                                                    • DeepValueLover: Dilemma: $SPY earnings estimates for Q3 and Q4 down + fiscal cliff looming but market is stable. Why?
                                                                      7/30/12
                                                                      • Michael A. Gayed
                                                                        New Week in Review Now Available. Will Draghi Force Reflation? http://seekingalpha.com/p/jglf $IWM $TLT $SPX
                                                                        7/29/12
                                                                        Reply
                                                                          • Michael A. Gayed
                                                                            I think Draghi flipped the Spring Switch out of bonds and into stocks. CNBC segments yesterday now up: http://bit.ly/OjhOSQ
                                                                            7/27/12
                                                                            Reply (2)
                                                                            • Robin Heiderscheit: good segment . . . own SPY 150 DEC calls 80% financed with sale of 126 puts . . . a bet on one time boost as stocks catch up with bonds
                                                                              7/28/12
                                                                            • Michael A. Gayed: Thanks for comment btw.
                                                                              7/29/12
                                                                              • Michael A. Gayed
                                                                                I will be on CNBC at 3 PM EST today. Anyone want me to hit on particular topics?
                                                                                7/25/12
                                                                                Reply (15)
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                                                                                • Michael A. Gayed: Not over - I suspect some other deal is being worked out. Draghi can't back down now.
                                                                                  7/29/12
                                                                                • dieuwer: Of course Draghi can back down. You always have a choice, even if it means suicide.
                                                                                  7/29/12