Jeffrey Saut
Jeffrey Saut
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.
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.
economy grew historic nowhere optimistic percent stocks talk
The cheerleaders talk about the economy growing, but the economy grew at 7 percent from 1966 to 1982, while stocks went nowhere because valuations were too optimistic. And they're optimistic now, by historic measurements.