Player Avatar camistocks (< 20) Submitted: 3/5/2007 5:22:17 PM : Outperform Start Price: $25.66 RJF Score: +60.55

One of those rare no BS wall street firms. immediately after the rate hike of the BOJ, he told to go long yen and warned about the unwinding of the carry trade. He likes stuff stocks (commodities/ hard assets), oils and Precious Metals. I would recommend everybody to read his weekly commentaries:

Member Avatar camistocks (< 20) Submitted: 3/5/2007 5:34:30 PM
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I forgot to mention, who I am talking about: Jeffrey Saut, chief investment strategist at RJF, a very smart guy.

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