"Last year you only had to get 2 things right," says Jeff Saut, "You had to raise cash in...
"Last year you only had to get 2 things right," says Jeff Saut, "You had to raise cash in March/April and put it back to work during the bottoming sequence of August-October." He believes a similar strategy will work this year, with his preferred sector being the cyclicals, as either the economy moves forward of the Fed unleashes QE3 if it slows.
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