Jeffrey D Saut's Contributions

The Market Is Probably Bottoming

Nov 5 – Up until last Monday we focused on our short-term model’s “sell signal” of Oct. 2. The “S” word alone makes most investors uneasy. They find the “B” word, “buying” more pleasant. The reason for this is perhaps best explained...

The Most Hated Economic Recovery Ever!

By Jeff Saut – So a concerned Raymond James financial advisor (FA) emailed us yesterday with the question: "Jeff, I know you have connections in Washington and wanted your take on how the mid-term elections are shaping up...

All-Time High

By Jeff Saut – So, we are finally back after a week in Boston, a week in New York, and a week in San Francisco. Our missions were to see portfolio managers and do some gigs for our financial advisors (FAs) and their clients...

Not Afraid!

By Jeff Saut – We have used the “Not Afraid” story many times over the past 48 years, but we dredged it up again this morning because of the many questions about “being afraid” we got in Boston two weeks ago...

When Smart People Talk, We Listen

By Jeff Saut – We don’t know how long ago we met Frederick “Shad” Rowe, but we are glad we did because our conversations with him have been net worth changing. Recall that Shad is the founder and portfolio manager...

Stealth Bull Market?

By Jeff Saut – On CNBC last Friday, we stated that we have been in a stealth bull market. Indeed, after anticipating the stock market’s bottom in early February, the stealth bull market emerged. So what’s a stealth bull market?

Smoot-Hawley?

By Jeffrey Saut – What’s the big deal about steel and aluminum? Well, the world’s global steel production is about 1.7 trillion metric tonnes. China is by far the largest producer, accounting for an eye-popping 49% of that 1.7 trillion metric tonnes...

Do You Have the Mental Fortitude to Accept Huge Gains?

By Jeff Saut – What a great question! I recently reread the above quote from Bob Prechter. It’s an excellent quip and virtually everybody can identify with it. On the surface the question seems laughable; who can’t accept huge gains?

Jeffrey Saut Likes Commodities, Says Secular Bull Market to Continue

Jan 24 – FS Insider speaks with Jeffrey Saut, Chief Investment Strategist at Raymond James, to get his outlook on stocks, bonds, energy, precious metals (gold and silver), the recent tax cut, Trump’s next move on fiscal policy and much, much more...

Investment Strategy: The Curve

By Jeffrey Saut – Much has been written recently about the yield curve. According to Wikipedia: In finance, the yield curve is a curve showing several yields or interest rates across different contract lengths (2 month, 2 year, 20 year, etc.) for a similar debt...

Anticipating the Anticipations of Others

By Jeffrey Saut – We have used the aforementioned quote many times over our nearly 50 years in this business, but surprisingly, it is just as relevant now as it was when first written. Bet it surprised you that the quote is dated 1935...

It’s the End of the World as We Know It (and I Feel Fine)

By Jeffrey Saut – The Butter Battle Book is a 1984 rhyming story by the late, great Dr. Seuss and a personal favorite of mine from back in “the day.” Written as a thinly-veiled critique of the Cold War, the book proceeds in a rather predictable manner...

The Ambergris Factor

By Jeffrey Saut – Ladies and gentlemen, investing is a lot like whaling. Investors are constantly searching for that whale of a stock with the “right stuff” . . . aka the “ambergris factor.” Indeed, there have been many such “whales” on the Street...

Stock Market Getting Ready for a BIG Move; Risk to the Downside

“Pull” is a term used in shooting sporting clays, which are supposed to represent real birds and sharpen the shooter’s ability to actually hunt live birds. The term is yelled by the shooter to tell the person operating the trap to launch...

Market Looking Toppy; Exercise Patience

I spent last week climbing the mountains of Idaho and Utah, seeing accounts and doing presentations for our financial advisors and their clients. In my absence, the stock market did some climbing of its own as the S&P 500 (SPX/2378.25) came...

Equity Markets at an Inflection Point

The translation and interpretation of the news can play a crucial role on Wall Street. This is especially true when it comes to public perception. Importantly, the financial media plays a dominant role when it comes to...

Jeffrey Saut on Fiscal Policy Outlook, Market Valuations

Mar 1 – Jeffrey Saut, Chief Investment Strategist at Raymond James, believes that we are in the midst of a secular bull market that may last another 6-8 years. We ask him how that’s possible with market valuations already at record highs...

SAUT: Fade the Fed, Markets Now Dependent on Fiscal Policy

Something similar to this “new queen bee” story is happening now. The “old queen” has been the Federal Reserve and monetary policy. The “new queen” appears to be the White House and fiscal policy. The White House seems...

The Great White Hurricane

“Unseasonably mild and clearing,” was the weather forecast going into the Ides of March back in the year of 1888. And it was true, as temperatures hovered in the 40s and 50s along the East Coast. However, torrential rains began falling,

Saving Retirement

We have often written that when everyone is asking the same question, it is usually the wrong question. However, I have also found the converse to be quite true – if no one is asking a question, it is probably one that you want to...

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