James E. Demmert

James Demmert leads Main Street Research, a wealth mgmt team investing in domestic and foreign individual securities in a cost effective and tax efficient style

[James E. Demmert @JamesDemmert]

DON’T BE FOOLED AGAIN! Thoughts on CNBC https://t.co/5kvndZA8nR

[James E. Demmert @JamesDemmert]

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

[James E. Demmert @JamesDemmert]

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

[James E. Demmert @JamesDemmert]

@LizAnnSonders Great data !!

[James E. Demmert @JamesDemmert]

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

[James E. Demmert @JamesDemmert]

@LizAnnSonders 👍🏼

[James E. Demmert @JamesDemmert]

@LizAnnSonders 👍🏼👍🏼

[Liz Ann Sonders @LizAnnSonders]

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

[James E. Demmert @JamesDemmert]

@LizAnnSonders So shocked and saddened

[James E. Demmert @JamesDemmert]

@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.

[James E. Demmert @JamesDemmert]

@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 😂

[James E. Demmert @JamesDemmert]

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!

[James E. Demmert @JamesDemmert]

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

[James E. Demmert @JamesDemmert]

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

[James E. Demmert @JamesDemmert]

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 https://t.co/jQznuTY2MP

[James E. Demmert @JamesDemmert]

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 https://t.co/bSGAR8ipEd

[James E. Demmert @JamesDemmert]

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 https://t.co/dA12iHyfPb

[James E. Demmert @JamesDemmert]

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…https://t.co/19JBLse9x0

[James E. Demmert @JamesDemmert]

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. #…https://t.co/FC4dKrq6b7

[James E. Demmert @JamesDemmert]

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 https://t.co/ePjJhsKxZA