Jeffrey Saut
Jeffrey Saut
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.
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.
consensus technology
The consensus is technology is cheap, and I think that's probably true.
coming deflation earnings growth guidance keeps percent recession worried year
I'm not bearish. I don't think we're going into a recession and I'm not worried about deflation ... But earnings growth should only be about 7 to 8 percent this year and guidance for earnings keeps coming down.
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.
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.
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.
among dedicated dedication investors short smarter tend
Dedicated short sellers tend to be among the smarter investors on the Street,
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.
assuming buy earnings recovery shaped stocks
If you think you can recklessly buy stocks you have to be assuming more than a V-shaped recovery in earnings -- you have to be assuming a hockey-stick shaped recovery.
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,
earnings handicap higher momentum premium risk
I don't know how to handicap terrorism, other than to say that I think the risk premium should be higher than it is. But I think I can predict, directionally, earnings and the momentum of the economy.