Earnings day is a moveable feast

October 22, 2014

Oct 22 (Reuters) – If companies ran Christmas the way they
run their earnings announcements, Santa Claus would usually come
early, but when he is late, watch out!

IBM and the financial engineering economy: James Saft

October 21, 2014

Oct 21 (Reuters) – IBM’s woes are interesting not simply
because they tell us about the economy, but because they reveal
broader truths about how, and for whom, companies are run.

Bretton Woods III or bust: James Saft

October 16, 2014

By James Saft

(James Saft is a Reuters columnist. The opinions expressed are his own)

(Reuters) – China is going to export capital, and either the U.S. puts it to good infrastructure use in a ‘Bretton Woods III’ system or the world will face continued poor growth and high asset prices.

Fed magic fades as risk assets slide

October 15, 2014

Oct 15 (Reuters) – What matters isn’t so much the proximate
cause of the recent downdraft in stocks, but the underlying
logic.

In banking, making a good death possible: James Saft

October 14, 2014

Oct 13 (Reuters) – As in medicine, so in banking: we deny
the inevitable, death, at our own expense.

Old measures for New Mediocrity: James Saft

October 9, 2014

By James Saft

(Reuters) – (James Saft is a Reuters columnist. The opinions expressed are his own.)

Leverage and the next emerging markets crisis: James Saft

October 2, 2014

By James Saft

(Reuters) – (James Saft is a Reuters columnist. The opinions expressed are his own)

If short you must, look for fraud

October 1, 2014

Oct 1 (Reuters) – If you want to cash in as a short-seller,
better to do some forensic accounting rather than looking for
silly valuations.

Bill Gross and the Great Man theory of investing

September 30, 2014

By James Saft

(Reuters) – Judging by the Bill Gross affair, the Great Man theory is alive and well among investors.

Companies risk missing capex boat: James Saft

September 25, 2014

Sept 25 (Reuters) – Corporate America’s decision not to take
advantage of low rates and easy terms to invest in new capacity
may turn out to be a mistake of historic proportions.