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Michael A. Gayed's  Instablog

Michael A. Gayed
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Michael A. Gayed, CFA, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages a mutual fund and separate accounts according to its ATAC (Accelerated Time and Capital) strategies focused on inflation rotation. Prior to this role,... More
My company:
Pension Partners, LLC
My book:
Intermarket Analysis and Investing: Integrating Economic, Fundamental, and Technical Trends
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  • 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
  • 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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