Stock records tumble but earnings flatter, revenues flat: James Saft

April 23, 2015

By James Saft

(Reuters) – As U.S. company earnings rise and major stock market indices hit new heights, two small problems remain: revenues are static and the trajectory of earnings growth is slipping.

Mutual fund investors are their own worst enemies

April 22, 2015

By James Saft

(Reuters) – If the typical mutual fund investor were a racehorse there would be a humane veterinary argument for euthanasia.

Everyone (only) complains about bubbles: James Saft

April 16, 2015

By James Saft

(Reuters) – Bubbles are a bit like the weather: everyone complains but no one does anything about them.

GE points way for ‘too big to fail’ peers

April 15, 2015

By James Saft

(Reuters) – If shedding its financing arm did wonders for General Electric’s stock price, maybe too-big-to-fail bank peers like Citibank and JP Morgan should consider similar moves.

One hundred years of Mexico and euro risk: James Saft

April 14, 2015

April 14 (Reuters) – One hundred years is a long time to be
a lender to Mexico, as those who remember the 1980s, a decade
during which it was mostly in default, will tell you.

A one-in-three-billion year bank CEO: James Saft

April 9, 2015

By James Saft

(Reuters) – Jamie Dimon wants credit for being smart but also wants you to believe he’s living in a banking universe populated with unicorns.

Living with low economic growth

April 8, 2015

NEW YORK (Reuters) – Investors worried about the International Monetary Fund’s prediction of an extended era of lousy economic growth should probably relax and take a deep breath.

U.S. data gets ropey, investors get Fed-happy: James Saft

April 7, 2015

April 7 (Reuters) – U.S. employment growth is slowing, the
economy may have, in a tough winter, been at stall speed, and
the financial markets like it.

The deflation monster under the bed: James Saft

April 2, 2015

By James Saft

(Reuters) – As with so many illnesses, focus only on deflation as a state and you will end up more likely to get it and to mis-treat it when it happens.

Careful how you front-run the Fed

April 1, 2015

April 1 (Reuters) – Investors see the Federal Reserve the
way bond desks tend to view small clients from the sticks: as
easy marks and reliable sources of profit.