Michael Gayed: One Smart Money Manager And Invesment Market Journalist
Growth, Contrarian, ETF investing
Seeking Alpha Analyst Since 2012
Michael Gayed is a man I've gained a great deal of respect and admiration for over the past couple of years. Truly independent thinkers are rare and especially in the world of investing where popular opinion often trumps logic.
Near major trend changes, financial "experts" of all varieties tend to agree that the prevailing trend will continue with presumably no end in sight, despite the fact that markets are cyclical in nature.
Michael Gayed is one financial journalist who is truly pragmatic and acts based on logic rather than popular consensus among his peers. This, along with his ability to correctly predict market moves BEFORE they occur, has really impressed me.
Michael's recent article titled, "Forget The Taper, Focus On Copper" is an example of a very well thought out and communicated message, which I highly recommend reading.
The commodity bull market that began near the turn of the millennium has been in a corrective phase for the past two plus years. This correction certainly fits the description of a bear market, but now that this trend has been exhausted or nearly so, the long term bull market is set to continue. I believe it will continue in a very BIG way in 2014, pushing resource and emerging market sectors to outsized gains--over 100% in some cases. Michael does a great job of explaining some of the reasoning behind this in his recent article.
If you lost money in 2000-2002 or 2008, check out the 20-year chart of the S&P 500 index below. You definitely want to avoid being caught by surprise a third time around.
Prior to the collapse in 2008 commodities and emerging markets were the biggest gainers. Will it be different this time around? Perhaps slightly, but I expect the overall theme to be the same.
I provide rational wealth management for clients who wish to protect and grow their money by modeling the actions of Smart Money investors rather than blindly following popular opinion. If you'd like a second opinion about your current investment portfolio, I look forward to speaking with you.
Flourish and prosper,
Craig Brockie - Registered Investment Advisor
Contrarian Advisors - Rational Wealth Management
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