Dollar and Treasuries to gain on fiscal woes: James Saft

November 29, 2012

Nov 29 (Reuters) – If U.S. fiscal woes set off a market
downdraft, this time the dollar could actually be a beneficiary.

The bricks-and-mortar albatross: James Saft

November 27, 2012

Nov 27 (Reuters) – To understand why the retail sector will
continue to be such an investment minefield consider just two
phrases: Black Friday and Cyber Monday.

Shadow banking hangover still to come: James Saft

November 20, 2012

Nov 20 (Reuters) – Like a hangover that starts before you
even go to bed, the fact that the shadow banking system has
expanded since the crisis bodes poorly for what comes in the

The sad necessity of Fed watching: James Saft

November 16, 2012

Nov 16 (Reuters) – Every investor, sadly, has to be a Fed
watcher given that U.S. asset markets are supported, if not
levitated, by quantitative easing.

Fiscal this, taxes that – earnings the real worry: James Saft

November 14, 2012

By James Saft

(Reuters) – With earnings data now looking decidedly glum, the market may have more immediate things to fear than rising tax rates and falling government spending.

Shrinking Japan asks for more of the same: James Saft

November 13, 2012

Nov 13 (Reuters) – Japan is shrinking again and its
government thinks the answer lies in more of the same policy the
Bank of Japan has been unsuccessfully implementing for 17 years.

Post election, banks may get real: James Saft

November 8, 2012

By James Saft

(Reuters) – Banking shares are down sharply since the election, but the threat of tough regulation now moving markets might hold a kernel of hope for investors.

Europe, not election, the driver: James Saft

November 7, 2012

Nov 7 (Reuters) – Obsess exclusively over the fiscal and
monetary impact of the U.S. election at your peril: the real
news may be coming out of the euro zone.

Europe needs a weak euro: James Saft

November 6, 2012

Nov 6 (Reuters) – While the world is transfixed by the
outcome of the U.S. elections, the euro zone is busily imploding

Rod, the Yankees and a lesson in sunk costs

November 1, 2012

By James Saft

(Reuters) – The New York Yankees and their aging and highly paid third baseman Alex Rodriguez illustrate a problem all investors face and few completely conquer: sunk costs.