Comments on: JEFF SAUT: THE SELL-OFF WILL BE A BUYING OPPORTUNITY http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity Sun, 12 Feb 2012 13:32:07 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Uformula http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity/comment-page-1#comment-11353 Uformula Tue, 02 Feb 2010 16:26:32 +0000 http://pragcap.com/?p=16275#comment-11353 Yeah it has,,, along with the December low in the Dow and Nasdaq. Yeah it has,,, along with the December low in the Dow and Nasdaq.

]]> By: chris http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity/comment-page-1#comment-11350 chris Tue, 02 Feb 2010 15:00:13 +0000 http://pragcap.com/?p=16275#comment-11350 grannis has a recent post regarding the increase in velocity of money: http://scottgrannis.blogspot.com/2010/01/money-velocity-macro-driver-of-gdp.html demand for credit may meet the near future increase in supply of money...or the fed can just change its mind. grannis has a recent post regarding the increase in velocity of money: http://scottgrannis.blogspot.com/2010/01/money-velocity-macro-driver-of-gdp.html demand for credit may meet the near future increase in supply of money…or the fed can just change its mind.

]]> By: TPC http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity/comment-page-1#comment-11343 TPC Tue, 02 Feb 2010 05:19:52 +0000 http://pragcap.com/?p=16275#comment-11343 You have to parse some of his double talk, but I've been following Saut for a long time and he is very good. You have to parse some of his double talk, but I’ve been following Saut for a long time and he is very good.

]]> By: TPC http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity/comment-page-1#comment-11342 TPC Tue, 02 Feb 2010 05:19:18 +0000 http://pragcap.com/?p=16275#comment-11342 Not sure exactly, but it was already violated.... Not sure exactly, but it was already violated….

]]> By: prescient11 http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity/comment-page-1#comment-11341 prescient11 Tue, 02 Feb 2010 03:45:46 +0000 http://pragcap.com/?p=16275#comment-11341 Just out of curiousity what was the December low on the S&P? thanks Just out of curiousity what was the December low on the S&P? thanks

]]> By: VCC http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity/comment-page-1#comment-11339 VCC Tue, 02 Feb 2010 03:03:18 +0000 http://pragcap.com/?p=16275#comment-11339 as GS would say, just another mort turned bull market genius.. as GS would say, just another mort turned bull market genius..

]]> By: ES http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity/comment-page-1#comment-11338 ES Tue, 02 Feb 2010 02:46:37 +0000 http://pragcap.com/?p=16275#comment-11338 Technicals are all well and good but what about liquidity going away in March (MBS purchases)? In the end it is all about money flow. Technicals are all well and good but what about liquidity going away in March (MBS purchases)? In the end it is all about money flow.

]]> By: John http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity/comment-page-1#comment-11337 John Tue, 02 Feb 2010 00:38:03 +0000 http://pragcap.com/?p=16275#comment-11337 Would this be the same Jeff Saut who in late 2007 thought a recession was an unlikely event? If the choice is listening to him or flipping a coin, I'll take the coin. Would this be the same Jeff Saut who in late 2007 thought a recession was an unlikely event?

If the choice is listening to him or flipping a coin, I’ll take the coin.

]]> By: jt26 http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity/comment-page-1#comment-11334 jt26 Tue, 02 Feb 2010 00:11:26 +0000 http://pragcap.com/?p=16275#comment-11334 "The first leg of that 2003/2004 rally was driven by liquidity, while the second leg was spurred by improving earnings and fundamentals. If that sounds familiar, it should, because that is pretty much the sequence we have seen since the March 2009 “lows.” If that pattern continues to play, it calls for roughly a 10% correction and then a resumption of the rally.” Actually, the second leg of 2004 was also driven by liquidity ... coming from China ... and this produced the earnings. I don't see consumer credit expanding in the US ... maybe the Fortune 100 internationals will make some meager $$'s from credit expanding in China, Oz etc., but I doubt it (at least not for the 2004 analogy). “The first leg of that 2003/2004 rally was driven by liquidity, while the second leg was spurred by improving earnings and fundamentals. If that sounds familiar, it should, because that is pretty much the sequence we have seen since the March 2009 “lows.” If that pattern continues to play, it calls for roughly a 10% correction and then a resumption of the rally.”

Actually, the second leg of 2004 was also driven by liquidity … coming from China … and this produced the earnings. I don’t see consumer credit expanding in the US … maybe the Fortune 100 internationals will make some meager $$’s from credit expanding in China, Oz etc., but I doubt it (at least not for the 2004 analogy).

]]> By: chris http://pragcap.com/saut-the-sell-off-will-be-a-buying-opportunity/comment-page-1#comment-11332 chris Mon, 01 Feb 2010 23:25:40 +0000 http://pragcap.com/?p=16275#comment-11332 i think this guy changes opinion as often as the direction of the wind... i think this guy changes opinion as often as the direction of the wind…

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