Most news bad for emerging markets: James Saft

August 29, 2013

By James Saft

(Reuters) – Syria today, the taper tomorrow – emerging market policymakers are learning that once the market becomes concerned with a current account deficit, most news is bad news.

Don’t ‘war game’ your portfolio

August 28, 2013

By James Saft

(Reuters) – Investors fearing the impact of an attack on Syria ought to start worrying instead about things they can predict and control.

Taper talk meets data reality: James Saft

August 27, 2013

By James Saft

(Reuters) – Looked at in isolation, the economic data in the United States does not argue for the Federal Reserve to cut back on its bond purchases starting in September.

The Jackson Hole policy void: James Saft

August 22, 2013

Aug 22 (Reuters) – The risk in all transitions is a
destabilizing void, and at this year’s Jackson Hole Federal
Reserve conference a policy void is leading the agenda.

HOLD DR The Jackson Hole policy void: James Saft

August 22, 2013

Aug 22 (Reuters) – The risk in all transitions is a
destabilizing void, and at this year’s Jackson Hole Federal
Reserve conference a policy void is leading the agenda.

Saft on Wealth: Warren Buffett’s bubble cash-out strategy

August 21, 2013

By James Saft

(Reuters) – Here is Warren Buffett’s pension fund management advice in a nutshell: Be patient, buy only a few things, ignore the stock market until it becomes irrationally optimistic, at which point sell.

Warren Buffett’s bubble cash-out strategy

August 21, 2013

Aug 21 (Reuters) – Here is Warren Buffett’s pension fund
management advice in a nutshell: Be patient, buy only a few
things, ignore the stock market until it becomes irrationally
optimistic, at which point sell.

India, the taper and capital controls: James Saft

August 20, 2013

(The author is a Reuters columnist. The opinions expressed are his / her own.)

By James Saft

(Reuters) – India’s imposition of capital controls shows how the prospect of a rollback of U.S. monetary policy is already starting a global war for capital.

Long bull market in Fed faith faces taper: James Saft

August 15, 2013

Aug 15 (Reuters) – For the first time in more than three
decades we may be entering a period of declining faith in the
Federal Reserve.

In praise of activist investment

August 14, 2013

By James Saft

(Reuters) – Here is a sentence I never thought I’d write: Hedge funds, activists to be specific, are a very good thing.