June 3rd, 2009 by MarketFolly.com

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After a brief hiatus, Raymond James’ strategist Jeffrey Saut is back with his weekly Investment Strategy. This time around, he reflects on observations from his stay in Europe. Additionally, he states that now is not the time to get too bearish, but to still be cautious. He cites various economic stimulus packages taking effect and making an impact in the summer months which could affect economic numbers (even if they may be falsely inflated). At the same time, he states it is still too early to discern whether this is a bear market rally or a new beginning.

Here is his piece for the week of 6/1/09.

Make sure you also check out our complementary article written this morning on the problem of ‘underperformance angst,’ a topic touched on by Mr. Saut below.

Jeffrey Saut Investment Strategy (Raymond James) -

MarketFolly.com is a blog providing hedge fund tracking, stock market commentary, and equity analysis. MarketFolly.com compiled a list of 35+ prominent hedge funds that have proven they can outperform over the long-term. We track these hedge fund manager portfolios to share our passion and provide a resource to others. Read more from the author/contributor here.

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