Take a pass on TBTF crapshoot: James Saft

April 29, 2014

April 29 (Reuters) – Bank of America has given
investors one more datapoint suggesting that our biggest banks
aren’t just too big to fail but too big to manage and too big to
invest in.

Real estate weakness drives China rebalancing

April 25, 2014

April 25 (Reuters) – China’s economy is rebalancing.
Unfortunately it is changing a lot like the U.S.’s did in 2006
and 2007, with a sudden slowdown in real estate.

International diversification is rising, but still slow

April 23, 2014

April 23 (Reuters) – U.S. retirement savers are increasingly
diversifying into international equities, but are still leaving
much of what has to be considered a free lunch on the table.

U.S. labor force dropouts want back in: Saft

April 22, 2014

By James Saft

(Reuters) – An army of U.S. labor force dropouts stands ready to get back in the game when conditions improve, implying wages, prices and interest rates will stay lower for longer.

U.S. labor force dropouts want back in

April 22, 2014

April 21 (Reuters) – An army of U.S. labor force dropouts
stands ready to get back in the game when conditions improve,
implying wages, prices and interest rates will stay lower for
longer.

Career risk makes the world go round: James Saft

April 17, 2014

By James Saft

(Reuters) – Fund and pension investors who are watching their biotech and social media stakes melt before their eyes may well feel they’ve had their pockets picked by self-serving investment managers.

Utilities flashing red

April 16, 2014

NEW YORK, April 16 (Reuters) – Utility share prices, a
reliable leading indicator of stock market ructions, are
flashing red.

Tech downdraft may spread: James Saft

April 15, 2014

By James Saft

(Reuters) – Calling the stock market downdraft a correction contained to technology may be both optimistic and premature.

Words, charts, numbers all fail Fed: James Saft

April 10, 2014

April 10 (Reuters) – Since neither words, nor charts nor
numbers seem capable of expressing when the Fed will raise
interest rates, perhaps they need to adopt some new kind of
symbol.

The kids are mostly cash (and mostly wrong)

April 9, 2014

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

By James Saft

(Reuters) – Younger investors may have drawn the right conclusion about the great financial crisis – that they were scammed – but their defensive reaction will simply add self-inflicted wounds to existing injuries.