Buffett champions conglomerates, don’t believe him

March 4, 2015

By James Saft

(Reuters) – Warren Buffett telling the rest of us about the advantages of conglomerates is like Willie Mays arguing for the no-look-over-the-shoulder catch while running full speed.

China rates going lower as tide of capital heads out: James Saft

March 3, 2015

March 3 (Reuters) – The tide of capital is going out in
China and many boats, in Chinese ports or not, will settle lower
in the water in consequence.

Sin seems to be its own reward

February 25, 2015

Feb 25 (Reuters) – Virtue in investment terms may be its own
reward, but the evidence shows sin pays better.

India benefits from reform and a bit of luck: James Saft

February 24, 2015

Feb 24 (Reuters) – Titularly now the fastest-growing major
economy, India, having left China behind, is positioned for a
good year, both in its economy and financial markets.

Wal-Mart good news isn’t for equities: James Saft

February 19, 2015

Feb 19 (Reuters) – When Wal-Mart starts handing out raises
it may be time to worry about equity market valuations.

Shiller’s CAPE won’t save you, saving will

February 18, 2015

Feb 18 (Reuters) – Even when it is coming from a Nobel Prize
winner, the simplest financial advice is usually the best.

Finance, or why we can’t have nice things: James Saft

February 17, 2015

Feb 17 (Reuters) – It is more than a coincidence: the growth
of finance really is holding the rest of the economy back.

Watch Greek taxpayers and depositors: James Saft

February 12, 2015

Feb 12 (Reuters) – Successful resolution of the Greek euro
fracas may depend on the players’ ability to scare the right
people in the right measure.

The diversification ‘free lunch’ isn’t

February 11, 2015

Feb 11 (Reuters) – Just as in the taverns where ‘free
lunches’ began, investors hoping to get something for nothing by
diversifying are drinking much of the profits up in the form of
fees paid out to managers.

Strong recovery is the big market risk: James Saft

February 10, 2015

Feb 10 (Reuters) – It may not take a Greek default or
Chinese slump to end the bull market if we get something as
prosaic as a strong U.S. recovery.