Jeffrey Saut
Jeffrey Saut
clearly combined consumers gallon gas gasoline great natural number point three
Consumers are clearly being impacted by the three hurricanes, ... That, combined with natural gas and gasoline prices, is having an effect. I think $3 a gallon gasoline is the tipping point to a consumer that is under siege. But this number is really no great surprise.
came consistent employment fed friday last number quarter
The employment number that came out last Friday is consistent with a muddling economy. It's a fait accompli that the Fed will go up just a quarter point,
bullish time
The time to be bullish was back in October.
boring investing
I've been investing in boring things, and boring has been pretty good.
coming earnings option
Earnings are coming in pretty much on target. We do have an option expiration so there is a lot of noise.
coming earnings
Earnings are coming in pretty much on target.
beginning market tendency toward
Typically at the beginning of the year, there is a tendency toward reinvestment dollars, which should at least give the market a hint of an upward rise.
based conclusion interest investment market noise short stretch
There is a lot of noise in the short interest figures, ... It's a stretch to come to a market investment conclusion or even an inference based on short interest.
bull bunch core environment good hold markets money secular stocks takes trade
Yet you can make good money in that environment. It just takes a different strategy; you try to hold a core bunch of stocks you think are in secular bull markets and trade at inflection points.
concern continues fed future growth inflation labor viewing wage
The big concern is future inflation and the Fed is viewing that through the labor market. Wage growth continues to be muted.
among dedicated dedication investors short smarter tend
Dedicated short sellers tend to be among the smarter investors on the Street,
claims coming gap lows market trade
The narrowing of the trade gap and claims coming in at four-year lows has a lot to do with today's market action.
bouncing bull challenge december extend january lows rally top trading
The rally will extend and challenge December highs. But it's not a bull market. We're just bouncing back from January lows back to the top end of the trading range.
attention dissect fed folks mean pay says talk tries
I don't pay much attention to what the Fed says because I don't know what they mean when they say it. It's like Nostradamus. These folks talk in quatrains. It's kind of comical as everyone tries to dissect this stuff,