Michael A. Gayed’s Profile | MSN (US), Markets Insir, Invtopedia Journalist | Muck Rack

Contents:

• WHY MICHAEL GAYED THKS WE'RE STILL IN A BEAR MARKET
• MICHAEL A. GAYED
• MICHAEL GAYED IS GROWG FAMO ON WALL STREET FOR HIS VIEWS ON THE POWER OF LUMBER PRIC. HE TOLD WHY THEY MIGHT STILL HAVE MUCH FURTHER TO FALL — AND WHY 'S A WARNG SIGN FOR MUCH MORE THAN THE HOG MARKET.
• WHY MICHAEL GAYED THKS WE'RE STILL IN A BEAR MARKET
• MICHAEL GAYED'S FUND RELIED ON JT ONE MARKET SIGNAL TO BOOK A HUGE PROF WHEN THE RONAVIS CSHED STOCKS — AND HIS RETURNS ARE STILL SOARG. HE BREAKS DOWN HIS SIMPLE APPROACH TO CRISIS VTG.
• WHY MICHAEL GAYED THKS WE'RE STILL IN A BEAR MARKET

WHY MICHAEL GAYED THKS WE'RE STILL IN A BEAR MARKET

Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episo div ep to the mds of dtry experts to discs current market trends, vtment strategi, and the global enomic this excg seri, you'll have the rare opportuny to jo Michael A. Gayed as he nnects wh proment thought lears for ptivatg discsns real-time.

MICHAEL A. GAYED

The Only Bears Left: Michael Gayed, Gareth Soloway, & Jason Shapiro Go Deep. Thank you Michael Gayed! Michael Gayed ns The Lead Lag Report and jos to discs the macro picture and what sectors, ETFs and stocks make sense for vtors.

7:20 - The Fed is a follower of the bond market; treasuri will dictate 9:40 - How to classify a bull and bear market 15:20 - Nvidia and gettg perspective on the tech sector 22:40 - Internatnal portfol allotn - what to keep md 30:55 - Gold as the ultimate diversifier Free trial to The Lead-Lag Report Transcript Rena Sherbill: Michael Gayed ns the vtg group The Lead-Lag Report and manag a portfol outsi of Seekg Alpha; on Seekg Alpha, he shar salient analysis wh . Michael Gayed: Salient is a good word. Michael Gayed of Toroso Invtments is gag fame for toutg lumber as a powerful ditor.

Gayed says craterg lumber pric are one of many warngs about the threat of flatn today. "If is mean reversn, you n't stop at the levels, " fund manager Michael Gayed of Toroso Invtments told Insir durg an exclive terview.

MICHAEL GAYED IS GROWG FAMO ON WALL STREET FOR HIS VIEWS ON THE POWER OF LUMBER PRIC. HE TOLD WHY THEY MIGHT STILL HAVE MUCH FURTHER TO FALL — AND WHY 'S A WARNG SIGN FOR MUCH MORE THAN THE HOG MARKET.

"In recent years Gayed, a portfol manager and thor of "The Lead-Lag Report, " has bee an evangelist for the predictive power of lumber. "Gayed's bt-known fund is the ATAC Rotatn Fund, a hedgg strategy that evaluat the relatnship between Treasury bonds and utili stocks for risk-on or risk-off signals. He's also lnched an exchange-trad fund versn that's up 10% this another bt ceilg challenge loomg, Gayed says today's stock and bond markets look a lot like the markets of mid-2011, when the Standard & Poor's downgrad the cred of the US ernment.

WHY MICHAEL GAYED THKS WE'RE STILL IN A BEAR MARKET

Gayed, CFA's Articl | Seekg Alpha. Michael Gayed's ATAC Rotatn Fund is always playg pure offense or pure fense based on jt one market shifted all of his assets to bonds January, before the ronavis panmic tanked stocks and sent bond pric shifted back to stocks early April as equi began to rally. Michael Gayed says he don't have to be right all the time, provid that when he's right, he's 100% rrect.

MICHAEL GAYED'S FUND RELIED ON JT ONE MARKET SIGNAL TO BOOK A HUGE PROF WHEN THE RONAVIS CSHED STOCKS — AND HIS RETURNS ARE STILL SOARG. HE BREAKS DOWN HIS SIMPLE APPROACH TO CRISIS VTG.

If the answer is "y, " Gayed go all on stocks wh a handful of x-trackg exchange-trad funds to grab the gas. And January, wh utily stocks outperformg and Treasury pric risg, Gayed's signal started flashg "no" — time to shift to the bond ETFs.

Some vtors would be trated that they were givg up returns bee of a mistaken ditor, but Gayed par to slowg down on a ra-slicked road: a good ia even if you don't get to an at the six-week mark, the market nosedived and a historic plunge began. The value of Gayed's bond ETFs soared.

Returng to his drivg analogy, Gayed says his ditor shows him dangero ndns.

WHY MICHAEL GAYED THKS WE'RE STILL IN A BEAR MARKET

Acrdg to Gayed, that's a smart move bee when utili and Treasuri are laggg the market, volatily is likely to fall and leverage isn't dangero. "When volatily is fallg, you tend to have more unr reactn momentum, more persistence, more nsecutive up days, which is exactly what you want when you're leverg up an asset class, " he many fund managers who try to protect agast disaster, Gayed said he worried that a lot of vtors aren't hedgg their bets properly. " For Gayed, that's the sh his portfol: no returns, no, havg thrived one crisis, is watchg for the next one.