Our Perspective

  • A new queen bee?! A new queen bee?!

    A new queen bee?!

    22nd Feb 2017

    Jeff Saut looks at the Federal Reserve and monetary policy against the White House and fiscal policy. 

  • The great white hurricane The great white hurricane

    The great white hurricane

    15th Feb 2017

    Jeff Saut's Weekly Investment Strategy.

  • Nothing feels stable Nothing feels stable

    Nothing feels stable

    7th Feb 2017

    Jeff Saut notes the continued effect that the new President of the United States is having on the market.

  • Next year in Jerusalem Next year in Jerusalem

    Next year in Jerusalem

    31st Jan 2017

    Jeff Saut's Weekly Market Commentary

  • Saving retirement Saving retirement

    Saving retirement

    24th Jan 2017

    Jeff Saut discusses saving for your retirement.

  • The great rotation The great rotation

    The great rotation

    17th Jan 2017

    Jeff Saut's weekly market commentary.

  • Investment Strategy Quarterly UK Investment Strategy Quarterly UK

    Investment Strategy Quarterly UK

    12th Jan 2017

    Your 2017 outlook with ISQ UK

  • Buy C-R-A-P Buy C-R-A-P

    Buy C-R-A-P

    11th Jan 2017

    Computers, Resources, American Banks, and Phone Carriers are said to be important in 2017. Jeff Saut and Andrew Adams...

  • Miracle on 34th Street Miracle on 34th Street

    Miracle on 34th Street

    20th Dec 2016

    A summary of Jeff Sauts's week of meetings in New York City.

  • Dow direction dictates Dow direction dictates

    Dow direction dictates

    13th Dec 2016

    Jeff Saut discusses the direction of price movment and its importance.

  • Serenity now? Serenity now?

    Serenity now?

    7th Dec 2016

    Jeff Saut's weekly market commentary.

  • Not afraid Not afraid

    Not afraid

    29th Nov 2016

    Jeff Saut looks at the effect that translation and interpretation of the news has on Wall Street.

  • Budget Newsletter Budget Newsletter

    Budget Newsletter

    25th Nov 2016

    Your guide to the budget statement; we highlight the key changes and planning opportunities that the Chancellor’s changes present

  • Don’t Lose Your Position Don’t Lose Your Position

    Don’t Lose Your Position

    22nd Nov 2016

    Jeff Saut reminds us that 'you don’t want to lose your position in a bull market'.

  • That was the week that was That was the week that was

    That was the week that was

    15th Nov 2016

    Andrew Adams discusses the recent Presidential Election and offers his opinion it means for the US Markets.

  • President-elect Trump: The View from Europe President-elect Trump: The View from Europe

    President-elect Trump: The View from Europe

    9th Nov 2016

    Chris Bailey provides his reaction to today's result.

  • Risk and reality Risk and reality

    Risk and reality

    8th Nov 2016

    Jeff Saut advises dealing with reality better equips us to deal with losses in the market. 

  • The ruling passion? The ruling passion?

    The ruling passion?

    1st Nov 2016

    Jeff Saut quotes J.K. Galbraith in this week's market commentary. 

  • Chessboard? Chessboard?

    Chessboard?

    25th Oct 2016

    Jeff Saut reflects on some of the topics highlighted by the speakers at the 10th annual GIBI Investment Symposium.

  • It’s someone else’s money It’s someone else’s money

    It’s someone else’s money

    18th Oct 2016

    Jeff Saut's weekly market commentary.

  • Back to normal Back to normal

    Back to normal

    11th Oct 2016

    Benjamin Streed provides a Bond Market Commentary.

  • Investment Strategy Quarterly UK Investment Strategy Quarterly UK

    Investment Strategy Quarterly UK

    11th Oct 2016

    The latest edition of ISQ UK is available here

  • Patience Patience

    Patience

    4th Oct 2016

    Jeff Saut emphasises the importance of patience for successful investing.

  • Schadenfreude Schadenfreude

    Schadenfreude

    27th Sep 2016

    A summary of Jeff Saut's week, including a meeting with Steve Eisman, famous for the fortune he made shorting subprime mortgages prior to...

  • I SHOULD HAVE!? I SHOULD HAVE!?

    I SHOULD HAVE!?

    20th Sep 2016

    Jeff Saut thinks a quarter point increase in the Fed Funds rate will have minimal impact on the equity markets. 

  • The return of fiscal policy? The return of fiscal policy?

    The return of fiscal policy?

    14th Sep 2016

    Dr Scott Brown's Weekly Economic Commentary.

  • Zebras?! Zebras?!

    Zebras?!

    6th Sep 2016

    Jeff Saut emphasises the importance of the management of risks, as opposed to the management of returns.

  • A fictitious letter to Benjamin Graham, ERPs, Dudley Do-Right, Obamacare, & GaveKal A fictitious letter to Benjamin Graham, ERPs, Dudley Do-Right, Obamacare, & GaveKal

    A fictitious letter to Benjamin Graham, ERPs, Dudley Do-Right, Obamacare, & GaveKal

    23rd Aug 2016

    Jeff Saut tackles the subject of the Equity Risk Premium as part of his Weekly Market Commentary.

  • Kakistocracy?! Kakistocracy?!

    Kakistocracy?!

    16th Aug 2016

    Jeff Saut highlights continuing political issues and discusses active and passive portfolio management 

  • Déjà Vu? Déjà Vu?

    Déjà Vu?

    9th Aug 2016

    Jeff Saut's weekly market commentary.

  • I’m mad as hell I’m mad as hell

    I’m mad as hell

    2nd Aug 2016

    Jeff Saut looks to the upcoming US presidential election and gives his opinion on current stock opportunities.

  • What now? What now?

    What now?

    26th Jul 2016

    Jeff Saut believes that too many pundits are focusing on the past and that they should look to the message coming from the current market.

  • I love . . . NYC! I love . . . NYC!

    I love . . . NYC!

    19th Jul 2016

    Jeff Saut gains different perspectives from experts in their field on various potential effects on the markets.

  • Genius clusters? Genius clusters?

    Genius clusters?

    12th Jul 2016

    Jeff Saut's weekly market commentary.

  • Investment Strategy Quarterly UK Investment Strategy Quarterly UK

    Investment Strategy Quarterly UK

    8th Jul 2016

    The latest edition of ISQ UK is available here.

  • Fear and safety will dominate Fear and safety will dominate

    Fear and safety will dominate

    5th Jul 2016

    Doug Drabik questions the potential outcomes following Brexit.

  • Brexit - A Shock but not a Crisis Brexit - A Shock but not a Crisis

    Brexit - A Shock but not a Crisis

    24th Jun 2016

    Read the bond market commentary from Doug Drabik.

  • The UK’s Surprising Decision The UK’s Surprising Decision

    The UK’s Surprising Decision

    24th Jun 2016

    Chris Bailey, European Strategist, shares his thoughts on the UK's decision to leave the European Union.

  • Tired of waiting Tired of waiting

    Tired of waiting

    21st Jun 2016

    Following on from last weeks Brexit discussion Jeff Saut points out that “When everyone is asking the same question it is usually the wrong...

  • Baby don’t go Baby don’t go

    Baby don’t go

    16th Jun 2016

    The Brexit debate and potential effects on the market are discussed by Jeff Saut in the build up to next week's referendum. 

  • Ideas?! Ideas?!

    Ideas?!

    7th Jun 2016

    Jeff Saut discusses portfolio construction and the significance of the consecutive gain of recent months.

  • Market bubbles Market bubbles

    Market bubbles

    25th May 2016

    Jeff Saut provides an analysis of 'market bubbles' and the need for patience.

  • Penultimate preparedness Penultimate preparedness

    Penultimate preparedness

    17th May 2016

    Jeff Saut examines the fear of a looming recession and explains why he feels this is unfounded.

  • John H. Cochrane for President John H. Cochrane for President

    John H. Cochrane for President

    13th May 2016

    Jeff Saut's weekly market commentary.

  • Shad Rowe Shad Rowe

    Shad Rowe

    18th Apr 2016

    Jeff Saut quotes Frederick "Shad" Rowe; though some people may have forgotten, the stock market remains the only viable option for investors.

  • Investment Strategy Quarterly UK Investment Strategy Quarterly UK

    Investment Strategy Quarterly UK

    13th Apr 2016

    The latest edition of ISQ UK is available here

  • Never on a Friday Never on a Friday

    Never on a Friday

    12th Apr 2016

    According to Jeff Saut when the markets attempt to pullback they rarely bottom on a Friday. 

  • The philosophy of tops The philosophy of tops

    The philosophy of tops

    5th Apr 2016

    Amidst calls for a market top, Jeff Saut believes we are still only in the early stages of “Guarded Optimism” in a secular bull market.

  • Budget Newsletter Budget Newsletter

    Budget Newsletter

    18th Mar 2016

    Your guide to the budget statement; we highlight the key changes and planning opportunities that the Chancellor’s changes present

  • A banana?! A banana?!

    A banana?!

    8th Mar 2016

    Jeff Saut does not see a recession on the horizon, he explains why.

  • Episodic volatility Episodic volatility

    Episodic volatility

    8th Feb 2016

    Jeff Saut looks at some of the episodic volatility from the year so far.

  • Tax Year-End Planning Newsletter Tax Year-End Planning Newsletter

    Tax Year-End Planning Newsletter

    29th Jan 2016

    As the current tax year draws to a close, here is a reminder of the key changes from 2015 that require action prior to 5 April 2016.

  • Saved by the bell Saved by the bell

    Saved by the bell

    25th Jan 2016

    Jeff Saut's weekly investment strategy

  • Assassins, hunters, and rabbits . . . oh my Assassins, hunters, and rabbits . . . oh my

    Assassins, hunters, and rabbits . . . oh my

    19th Jan 2016

    When you find yourself in a losing position, don't become a Rabbit, says Jeff Saut  

  • Albert Einstein Albert Einstein

    Albert Einstein

    11th Jan 2016

    Jeff Saut looks at the various global events influencing the stock markets

  • Investment Strategy Quarterly UK Investment Strategy Quarterly UK

    Investment Strategy Quarterly UK

    8th Jan 2016

    Your 2016 Outlook is now available with the January edition of ISQ UK

  • Monkey see, monkey do Monkey see, monkey do

    Monkey see, monkey do

    4th Jan 2016

    Jeff Saut predicts more financial events to come in the year of the Monkey

  • Boss kettering Boss kettering

    Boss kettering

    28th Dec 2015

    Jeff Saut's 2016 outlook is supportive of equities; managing the risks and rebalancing accordingly will be the key for successful investing

  • Out of balance Out of balance

    Out of balance

    21st Dec 2015

    After a terrible week for stocks, Jeff Saut feels something in the universe is out of balance 

  • What comes next? What comes next?

    What comes next?

    21st Dec 2015

    After the first interest rate hike in over 9 years, Scott Brown predicts what the Fed's next move will be

  • It’s beginning to look a lot like Christmas . . . not It’s beginning to look a lot like Christmas . . . not

    It’s beginning to look a lot like Christmas . . . not

    14th Dec 2015

    Jeff Saut discusses the effects of global warming on the stock market

  • More money has been lost reaching for yield than at the point of a gun More money has been lost reaching for yield than at the point of a gun

    More money has been lost reaching for yield than at the point of a gun

    7th Dec 2015

    Jeff Saut investigates Raymond DeVoe's 'unprovable but highly probable' theories. 

  • Richard Russell Richard Russell

    Richard Russell

    30th Nov 2015

    Jeff Saut's tribute to the late Richard Russell - Dow Theorist and friend. 

  • Budget Newsletter November 2015 Budget Newsletter November 2015

    Budget Newsletter November 2015

    26th Nov 2015

    Raymond James’ summary of the key points from the Chancellor’s Autumn Statement 2015.

  • Forecasting Exchange Rates Forecasting Exchange Rates

    Forecasting Exchange Rates

    23rd Nov 2015

    Scott Brown discusses the fine art of currency forecasting - is it possible to do better than a random walk?

  • Thanksgiving Dinner Thanksgiving Dinner

    Thanksgiving Dinner

    23rd Nov 2015

    If the stock market were a Thanksgiving dinner, Jeff Saut would have the recipe. 

  • Friends Friends

    Friends

    16th Nov 2015

    Jeff Saut numbers some of Wall Street's greats among his friends. And they have some amazing stories to tell.

  • Financial Festival Financial Festival

    Financial Festival

    9th Nov 2015

    Read Jeff Saut's takeaways from attending the T3Live FInancial Festival last weekend in Coconut Grove, Florida.

  • The big W?! The big W?!

    The big W?!

    2nd Nov 2015

    Jeff Saut looks at 'the big W' - has the S&P 500 double-bottomed?

  • Fixed Income Market Commentary

    26th Oct 2015

    Kevin Giddis's fixed income market commentary

  • Under the Tuscan sun Under the Tuscan sun

    Under the Tuscan sun

    26th Oct 2015

    Jeff Saut recounts a recent trip to Tuscany and discusses the China syndrome question. 

  • Gross domestic product Gross domestic product

    Gross domestic product

    26th Oct 2015

    Scott Brown's weekly economic commentary

  • Back to the present

    19th Oct 2015

    As a significant day for Back to the Future fans rolls around, Andrew Adams continues to be bullish on technology.

  • The Budget and the Debt Ceiling

    19th Oct 2015

    The US debt ceiling - often used as a political bargaining chip by politicians of all stripes - went back into effect in mid-March. Scott Brown argues...

  • Fixed Income Market Commentary by Kevin Giddis

    19th Oct 2015

    Kevin Giddis provides insight in a week where information about Treasury Markets proves hard to come by. 

  • Liquidity Risks in Mutual Funds and ETFs

    14th Oct 2015

    The latest issue in Peter Greenberger's 'Eye on the Market'. 

  • Squiggly line cartoons

    12th Oct 2015

    Andrew Adams, CMT, guest edits Jeff Saut's Investment Strategy column. 

  • Hold your horses

    12th Oct 2015

    Benjamin Streed thinks that rumors that the Fed will begin raising interest rates later this year should be 'taken with a grain of salt'. 

  • Fixed Income Market Commentary by Kevin Giddis

    9th Oct 2015

    Kevin Giddis argues that while the US is doing better than most of the world, it's holding onto a moderate growth pattern that doesn't have...

  • Investment Strategy Quarterly UK Edition Investment Strategy Quarterly UK Edition

    Investment Strategy Quarterly UK Edition

    8th Oct 2015

    We are pleased to bring you another UK edition of Investment Strategy Quarterly.

  • Monthly Economic Outlook - ‘Mixed’

    7th Oct 2015

    Read the latest Monthly Economic Outbrook from Dr. Schott Brown.

  • Employment, GDP, and the Fed Employment, GDP, and the Fed

    Employment, GDP, and the Fed

    5th Oct 2015

    Weekly economic commentary from Scott Brown.

  • Why are you so angry? Why are you so angry?

    Why are you so angry?

    5th Oct 2015

    An angry email prompts Jeff Saut to reflect on individual investors' concerns.

  • The new March madness

    5th Oct 2015

    Benjamin Streed looks at the question of when the Fed will begin 'liftoff' from its unprecedented monetary stimulus.

  • Fixed Income Market Commentary

    2nd Oct 2015

    The latest Fixed Income Market Commentary from Kevin Giddis.

  • The Fed’s decision: Hurry up and wait

    30th Sep 2015

    A view on the Fed's decision not to raise the Federal Funds rate, as part of Peter Greenberger's 'Eye on the Market' series. 

  • Faint or feint?! Faint or feint?!

    Faint or feint?!

    28th Sep 2015

    Jeff Saut remains hopeful that the equity markets are in a bottoming process

  • Nearing normalization / shutdown shuffle – part 2 Nearing normalization / shutdown shuffle – part 2

    Nearing normalization / shutdown shuffle – part 2

    28th Sep 2015

    Scott Brown predicts a government shutdown in early December after the resignation of House Speaker John Boehner

  • Fixed Income Market Commentary

    23rd Sep 2015

    Kevin Giddis comments on the fixed income market

  • Fed Delays / Government Shutdown Looms Fed Delays / Government Shutdown Looms

    Fed Delays / Government Shutdown Looms

    22nd Sep 2015

    Scott Brown's monthly economic outlook

  • Go opposite to hysteria Go opposite to hysteria

    Go opposite to hysteria

    21st Sep 2015

    Following the panic plunge of August 24th Jeff debates next steps in his weekly Investment Strategy commentary.

  • Fixed Income Market Commentary by Kevin Giddis

    21st Sep 2015

    With the next Fed meeting in 37 days, Kevin Giddis reviews what will happen to the markets until then.

  • Nearing normalization / shutdown shuffle Nearing normalization / shutdown shuffle

    Nearing normalization / shutdown shuffle

    21st Sep 2015

    In focusing on the Fed’s decision to delay policy normalization, investors have ignored the increased risk of a government shutdown.

  • If it’s someone else’s money If it’s someone else’s money

    If it’s someone else’s money

    14th Sep 2015

    The Wall Street saying goes that 'the trend is your friend'. But how can you tell what the trend is in the confusing cross currents of the...

  • China, the Fed, and bond yields China, the Fed, and bond yields

    China, the Fed, and bond yields

    14th Sep 2015

    Scott Brown outlines the four schools of thought regarding a possible rate hike in his Weekly Economic Commentary.

  • Fed decision week finally upon us

    14th Sep 2015

    Are cash flow and long-term investors getting needlessly absorbed in the rhetoric about a possible rate hike from the Fed? Doug Drabik weighs in.

  • Fixed Income Market Commentary

    14th Sep 2015

    Kevin Giddis looks at the Fixed Income Market landscape in anticipation of the Fed's decision on rates. 

  • Solon’s Warning Solon’s Warning

    Solon’s Warning

    8th Sep 2015

    Jeff Saut on randomness, 'listening' to the market, and why he's trying to remain constructive - at least for now.

  • Right in the belly - Bond Market Commentary

    8th Sep 2015

    Benjamin Streed considers the US Treasury curve's 'wild ride'.

  • Fixed Income Market Commentary

    8th Sep 2015

    Kevin Giddis looks at why this week 'might still turn out to be interesting' in his Fixed Market Commentary.

  • More money has been lost reaching for yield than at the point of a gun

    More money has been lost reaching for yield than at the point of a gun

    7th Dec 2015

  • Richard Russell

    Richard Russell

    30th Nov 2015

  • Friends

    Friends

    16th Nov 2015

  • The big W?!

    The big W?!

    2nd Nov 2015

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