A self-driven road to capital destruction: James Saft

May 28, 2015

May 28 (Reuters) – What happens to an industry which
develops a new offering so fantastic that ownership of its
product is cut in half?

Funny times in China stocks, joke unclear -James Saft

May 21, 2015

May 21 (Reuters) – Many things about China stocks are funny,
but probably not right now to investors in Hanergy Thin Film
Power Group, Goldin Financial Holdings or Goldin Properties
Holdings.

Corporate bond funds + illiquidity = risk

May 20, 2015

By Jim Saft

(Reuters) – Corporate bond fund investors react badly, if intelligently, to losing money which may mean some bond funds run into and also cause trouble when a selloff in illiquid markets starts.

GDPNow or ‘SerenityNow!’ – it may not be that bad: James Saft

May 19, 2015

May 19 (Reuters) – Investors monitoring the Atlanta Federal
Reserve’s GDPNow near real-time, and now falling, economic
barometer may find themselves shouting, fruitlessly,
“SerenityNow!” at their screens.

A dubious economic cure, but Japan QE driving stocks: James Saft

May 14, 2015

May 14 (Reuters) – QE may or may not be working for Japan’s
economy but it sure is doing equity investors there a world of
good.

Smart beta, wholesale may beat retail

May 13, 2015

By James Saft

(Reuters) – U.S. equity investors might be better off getting their smart beta wholesale, or rather via a simple do-it-yourself strategy.

An ‘irrational exuberance’ moment for our times? – James Saft

May 12, 2015

May 12 (Reuters) – When the bond market and stock market
disagree, especially about how to interpret the Federal Reserve,
a good rule of thumb is to bet on the side bonds are backing.

Diminishing returns from financial deepening: James Saft

May 7, 2015

By James Saft

(Reuters) – Like so many things it is easy to get a taste for, beyond a certain point, financial development brings diminishing returns and rising costs.

Good for Bill Gross good for the gander?

May 6, 2015

By James Saft

(Reuters) – If credit is no longer working its magic on the economy and asset markets, why does Bill Gross think it will work in investor portfolios?

Bigger, de-globalizing world may be hostile for investors: James Saft

May 5, 2015

By James Saft

(Reuters) – The world is becoming a bigger, not a smaller place, a process financial markets and investors may not enjoy.