Michael A. Gaye...'s  Instablog

Michael A. Gayed, CFA
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Michael A. Gayed, CFA is Chief Investment Strategist at Pension Partners, LLC, an investment management firm which uses quantitative strategies to buy and rotate across various ETFs in an effort to generate absolute returns. As Chief Investment Strategist, Michael helps to structure portfolios... More
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Pension Partners, LLC
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  • TruffelPig
    , contributor
    Comments (4183) | Send Message
    Seems that biotech is on fire to name one sector other than industrials or other cyclicals into which sector rotations are ongoing.
    12 Aug 2012, 10:19 AM Reply Like
  • datadave
    , contributor
    Comments (686) | Send Message
    Companies are laying off a lot of people so that's not helping consumer confidence. Conglomerates like SI are giving lower guidance. You're sticking your neck out here, Micheal.
    XME got murdered yesterday, if it doesnt stay above 42 this week, playing VIX may be the only game..!? TBT got creamed too.


    Phil Davis and you are very opposite on the market now and both are my favorites here. China and the EZ better reflate ASAP.


    Your optimism is very heartening!
    14 Aug 2012, 04:42 AM Reply Like
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