Michael A. Gayed
Michael A. Gayed
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Michael A. Gayed
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Tas 2010: Michael, as always thanks for sharing your view of the market. You have been dead on right this past year.
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Michael A. Gayed
Latest Lead-Lag Report Now Available - Waiting on SuperBen: http://bit.ly/PoLDy9 $SPX - View all 5 replies
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Robin Heiderscheit: MG, where u been . . . you should be out here taking at least a preliminary bow! -
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Michael A. Gayed
Latest Inflation Rotation Watch Video Now Available at http://bit.ly/O5jH1g $SPX $IWM $EEM - View all 0 replies
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Michael A. Gayed
Latest Lead-Lag Report Now Available: The Bull Rebellion Strengthens SPY IVV IWM http://bit.ly/NhBgdE - View all 1 replies
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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.
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Michael A. Gayed
Guess the Summer Surprise/Melt-Up happened after all? Welcome to the Great Realization $SPX http://seekingalpha.com/a/ek6v - View all 9 replies
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Perkins Cove: "Only performance is reality" Talk/ideas is one thing...performance is real. Still respect you both. -
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.
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Michael A. Gayed
As the Summer Surprise/melt-up takes place, we've revamped the company website. Thoughs/feedback on the new PensionPartners.com? - View all 1 replies
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Michael A. Gayed
Latest Week in Review Now Available - Summer Surprise $SPX $IVV $IWM $VWO http://seekingalpha.com/p/kj89 - View all 0 replies
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Michael A. Gayed
Latest Week in Review Now Available - Disappointment = Rally? http://seekingalpha.com/p/k11t $SPX #meltup - View all 4 replies
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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. -
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Michael A. Gayed
Longer-form interview in which I discuss ECB inaction, reflation, and much more now available: http://bit.ly/NprDsK Thoughts? - View all 3 replies
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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. -
Robin Heiderscheit: Looks we are FINALLY going to be rewarded with a breakout on inflation assets here. Bout time.
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Michael A. Gayed
Latest Lead-Lag Report Now Available - Cyclicals Melt-Up Coming? $XLI $XLB $XLE $TIP $CAT http://bit.ly/N1LFff - View all 0 replies
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Michael A. Gayed
My entire show with @ajinsight and @adsteel co-hosting Street Smart live on Bloomberg today now available. http://bloom.bg/Q9NR6M - View all 0 replies
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Michael A. Gayed
Me vs. @KennyPolcari in a bull/bear smackdown. Who won? http://bloom.bg/OyjN2j-1kHY5BBZQSG~g~jpnQnKZA.html @AJInsight @adsteel - View all 1 replies
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Michael A. Gayed
My segment on Bloomberg today discussing bonds, stocks, reflation, and central bank paranoia now up: http://bloom.bg/NEMZrS - View all 0 replies
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Michael A. Gayed
Will be on Bloomberg live in 20 minutes. Bloomberg.com/tv. Tune in and tweet me questions @pensionpartners - View all 0 replies
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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? - View all 5 replies
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DeepValueLover: Dilemma: $SPY earnings estimates for Q3 and Q4 down + fiscal cliff looming but market is stable. Why?
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Michael A. Gayed
New Week in Review Now Available. Will Draghi Force Reflation? http://seekingalpha.com/p/jglf $IWM $TLT $SPX - View all 0 replies
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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 - View all 2 replies
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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 -
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Michael A. Gayed: Not over - I suspect some other deal is being worked out. Draghi can't back down now. -
dieuwer: Of course Draghi can back down. You always have a choice, even if it means suicide.

