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Letter "J" » Jeffrey Saut Quotes
«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.»
«Dedicated short sellers tend to be among the smarter investors on the Street,»
«The consensus is technology is cheap, and I think that's probably true.»
«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.»
«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.»
«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,»
«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.»
«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.»
«The time to be bullish was back in October.»
«I think earnings look fairly mixed here.»