Jeff Saut - RJ Strategist
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I have been at RJ since Feb '09, transferring out of Smith Barney.
We have been nothing but impressed with Jeff Saut's work. He has been making the correct market calls almost week after week. He is completely accessible as well. I emailed him on a monday morning recently, about a basic P/E question, and he called me back from an NYC cab in between hedge fund meetings. He is a work horse and for me, a complete change of pace from any person sitting in NYC. I know why he is paid, unlike the multiplicity of strategists at Citi and Smith Barney Does anyone else here follow him? What have been your impressions on his work outside of the last year?I visited with him, when I was checking out RJ as a back office. They didn’t make the cut vs. LPL.
that is interesting. we thought exactly the opposite.I visited with him, when I was checking out RJ as a back office. They didn’t make the cut vs. LPL.
Remember him when he was at Wheat First back in the day. Nice and very smart guy.
[quote=AGEMAN]I have been impressed with him when I have seen him on CNBC, etc, but don’t know much about him since I am not at RJ. I have to say that the Citi strategist Leftwich I think is his name is a wast of time to listen to. It seems as though he is moving his lips, but he actually says nothing of substance.
And now we at WFA have Tom McMa***--Does anyone know where he came from? I wish Bill O'Grady would have stayed!![/quote]\I believe he is from Bank of Amer. I must say that the AGE guys have turned out to be a very good group. Don't really niss the old WAC SEC guys.
[quote=Hydeho] [quote=AGEMAN]I have been impressed with him when I have seen him on CNBC, etc, but don’t know much about him since I am not at RJ. I have to say that the Citi strategist Leftwich I think is his name is a wast of time to listen to. It seems as though he is moving his lips, but he actually says nothing of substance.
And now we at WFA have Tom McMa***--Does anyone know where he came from? I wish Bill O'Grady would have stayed!![/quote]\I believe he is from Bank of Amer. I must say that the AGE guys have turned out to be a very good group. Don't really niss the old WAC SEC guys.
[/quote] I agree. I find this Mcann to be a waist of time. I miss O'Grady. One of the real upticks of the merger was the investment strategy group at at WS (Rod Smith and gang). I was really impressed w/ thier research and started to read it daily. Then they quit. Then O'Grady and Keller quit. Positive is that now you can find the WS guys at www.riverfrontig.com and the Edwards guys at www.confluenceinvestment.com. The guys at Riverfront write some of the best reseearch I have found anywhere, and they post it right on their website for all to see. Only problem is that WS/WFA now thinks that they suddenly got dumb and won't let you see the web site. It is actually blocked like a porn site. Unbelievable. Interesting sidenote: O'Grady spoke at the Stifel regional in St. Louis the other day. Spoke candidly to a friend of mine about the last days at Edwards and the change in leadership from Ben to Bob and what he thought should have happened. He said it was very enlightening. Sad that you would have to quit to talk to the guys the firm spent years training you to rely on.