Jeffrey Saut

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Nothing Feels Stable

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I have lived through 12 presidents in my life, and I have never seen anything like what is currently happening.

Next Year In Jerusalem

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Trump's immigration maelstrom is one reason to honor our models’ cautionary stance in the near-term.

Risk And Reality

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Realize all of the sophisticated competition you face, and strive for a disciplined approach that works for you.

It's Someone Else's Money

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Two of the major events that occurred last week happened in the bond market.

Darvas Discipline

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The equity markets are transitioning from an interest rate-driven bull market to an earnings-driven bull market.

Patience

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While we hope the pullback is over, our models are currently unclear.

Schadenfreude

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Our models nailed the mid/late-September market vulnerability timeframe. As expected, the Fed did nothing.

I Should Have!?

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There is a chance that after a few years of underperformance, “value” may start to outperform.

Time Or Timing?!

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When asked what he considered man’s greatest discovery, Albert Einstein replied, “Compound interest!”

Water World

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Like residents of areas hit by Hurricane Hermine, investors have been seeking “dry land” for the past few months.

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