Jeffrey D Saut's Contributions

Jeffrey Saut, Chief Investment Strategist for Raymond James, explains how those citing Fed liquidity as the only driver of U.S. stocks are failing to recognize a much larger and unstoppable trend: an “American industrial renaissance.”

Last week I was inundated with questions from the media about why the rise in our interest rates, and the Fed’s “tapering” announcements, had roiled the world’s markets. After stating the Federal Reserve should likely only be concerned with...

I should have guessed that something was wrong when I checked into the Langham Hotel last Thursday only to be told by the valet, “There is a bear on the loose in the neighborhood so watch out.” At first I didn’t believe him, but when I turned the TV on there it was...

A permabull is defined as somebody who is always upbeat about the future direction of the stock market and the economy. Recently I have been called a permabull by certain members of the media, which may be true since March of 2009, but...

On October 10, 2008, with the S&P 500 (SPX/1663.50) at 839.80, the bottoming process began when 92.6% of all stocks traded on the NYSE made new annual lows. That’s a six standard deviation event, which is supposed to occur only twice in a lifetime.

The phrase “Dog Days” refers to the sultry days of summer. In the Northern Hemisphere, the Dog Days of summer are most commonly experienced in the months of July and August, which typically experience the warmest summer temperatures of the year.

Back in the early 1970s I met one of my mentors. His name was Jimmy and back then he had been a professional gambler for more than 30 years.

To me, “Rosebud” represents the emblem of hope, security, and innocence that Charles Kane lost when he was torn away from his family as a child. Similarly, the equity markets have begun to “feel” like they have lost their hope and security over the past few weeks.

“We’ve been expecting you Mr. Bond.” The phrase is itself a variant and joins the phrase “Play it again Sam” as a phrase attributed to a film or TV series.

Clearly, Warren Buffet understands “management of risk” concept for he too has learned when to “play hard” and when not to “play.”

I think a lot about thinking in an attempt to improve my ability to make good decisions. I also work hard to avoid linear thinking, which tends to extend present conditions “linearly” into the future.