Investing in the wretched: James Saft

April 27, 2012

By James Saft

(Reuters) – At a time when one super-stock, Apple, is driving returns and portfolio construction, it is important to remember that there is usually more to be gained from the widely derided than from the universally loved.

SAFT ON WEALTH: Investing in the wretched

April 27, 2012

April 27 (Reuters) – At a time when one super-stock, Apple,
is driving returns and portfolio construction, it is important
to remember that there is usually more to be gained from the
widely derided than from the universally loved.

Bonds living on one lung: James Saft

April 26, 2012

By James Saft

(Reuters) – Guess what, bond investors: just like the Federal Reserve, you are trapped.

Euro zone’s backlash whiplash: James Saft

April 24, 2012

By James Saft

(Reuters) – It’s not simply an austerity backlash in the euro zone; it is a policy backlash, as everyone appears to blame everyone else for a host of overlapping and conflicting policies which clearly aren’t working.

Get ready for election fun

April 19, 2012

By James Saft

(Reuters) – If worrying about the impact of politics on your portfolio makes you want to scream, you probably ought to just turn off your TV and phone for the next seven months.

More firepower, less force for IMF: James Saft

April 19, 2012

By James Saft

(Reuters) – The International Monetary Fund may emerge from its meeting this week with more firepower but less force.

A new Great Rotation?

April 13, 2012

By James Saft

(Reuters) – One of these days, and it might start soon, investors are going to begin to reverse their multi-year rotation out of stocks and into bonds.

Bernanke’s Instagram bubble

April 12, 2012

By James Saft

(Reuters) – Instagram founders Kevin Systrom and Mike Krieger ought to get down on their knees every night and thank Ben Bernanke.

Switzerland’s line in the sand

April 10, 2012

By James Saft

(Reuters) – Things are getting sticky for the Swiss and their franc.

Twice in the past week the market, that nebulous but inexorable force, took a run at the cap on the value of the franc established by the Swiss National Bank last September.

No de-coupling for U.S.

April 6, 2012

April 6 (Reuters) – This time around it looks that when the
rest of the world comes down with a cold, the United States
starts sneezing, too.