James E. Demmert

DON’T BE FOOLED AGAIN! Thoughts on CNBC ms-research.com/media/james-de…

This should be fun! If you’re interested in our view of markets make sure to catch this live at 3:00pm EST from the Bloomberg studio here in Midtown Manhattan #mainstreetresearch #barronstopadvisor #forbestopadvisor #bloomberg #markets

@LizAnnSonders South of 2.0 seems like it would make sense from current levels

S&P 500’s price/sales ratio has come down significantly from peak … orange circles highlight where ratio was at major market lows in 2020, 2018, 2009, and 2002

@LizAnnSonders Great data !!

Collapse in shipping rates continues to look unreal … cost to ship 40-foot container from Shanghai to Los Angeles has fallen by 83% from peak, by far largest drop on record (bringing level to lowest since June 2020)

@TDANetwork @mpurves3 @Clear_Bridge @JoeTigay Looking forward to this! Thanks Oliver and TD

@LizAnnSonders 👍🏼

My little guy Wilbur continues his dastardly ways #PartySizeTrouble

@LizAnnSonders 👍🏼👍🏼

Magnificent sunsets in Naples lately

S&P 500’s forward P/E peaked late last year;comparisons were drawn to 1999 given similar multiple; yet, since last year’s peak, forward earnings have continued to rise … substantial difference from early 2000 (orange), when earnings were heading into a peak and reversed quickly

@LizAnnSonders So shocked and saddened

Tobias was an extraordinarily brilliant strategist and a lovely, lovely man … my heartfelt condolences to his family … RIP from all of Wall Street

@Mike_Thrasher @RIAIntel Good points about fee structures. It’s unfortunate that performance fees were not included. We see tremendous growth in this space as one of the few firms that offer fees based on performance.

From @RIAIntel last week — advisors, does this change how you think about your fees? Two Wealth Management Trend Lines Cross for the First Time riaintel.com/article/b1s6fd…

@JimPethokoukis I agree 100%. When the checks stop being sent the workers will go back to work over the next quarter and the Fed will be mindful 😂

GOLDMAN SACHS: "... the more important data is likely to be from the labor market. In particular, the sharp drop in the unemployment rate that we expect as we move deeper into the summer may now be a more likely driver of worries about Fed tightening risk than the inflation news"

We enjoyed discussing risk management with some of our industry peers in the context of the election! Always interesting to hear other's strategies and ideas, especially with so much uncertainty. Thank you to Schwab for including us, and well done James, Mark, Vince, and Eron!

All work and no play can be unhealthy for the body, mind and soul. To be at your best in your personal life and career it’s important to take time to reflect. This is one of my favorite pastimes to do just that #solo #recharge #littleboats #lakelife #newengland

Today’s big rally in Chinese stocks should be a reminder to all investors to go and stay global for performance #globalinvestor #mainstreetresearch

The Doctor is in and the patient isn’t entirely healthy. This is a good and important read. Fear Of Missing Out (FOMC) can drive markets to places they shouldn’t go. Buyers beware-use risk management tools! #mainstreetresearch lnkd.in/epf3iBZ

A big thank you to University Club of San Francisco for providing space for our team to do what we do until the power comes back #mainstreetresearch #powerforward #nostoppingus lnkd.in/gkFRwt6

Today’s news about Brexit, recent progress on tariffs and reasonably good earnings reports so far this quarter, could be just the recipe for a push to significantly higher stock prices. #mainstreetresearch #bullsvsbears lnkd.in/e9RV2d5

Recent market global market rallies - from the bigger picture below - are still just attempts to reach old highs. Why is the market “stuck” in this long term trading range? And more importantly what’s the direction of the next big move? We have thoughts…lnkd.in/gGmscZr

Great chart from Goldman Sachs and Zerohedge. The widening disparity between stock indexes and interest rates is unsustainable. Will it be resolved by falling equity prices or rising rates? Our team has some thoughts and strategies for these scenarios. #…lnkd.in/gHEDstP

Honored to be chosen as a member of the Forbes Finance Council. Looking forward to sharing ideas with other top level executives in finance and sharing new ideas with you. #Forbes #newideas #finance lnkd.in/gx32qGM