A leveraged bet on London banking and oligarchs: James Saft

March 11, 2014

March 11 (Reuters) – As a symbol of Britain’s ill-advised
romance with banking and dubious foreign money, a new prime
London property investment fund is hard to beat.

Wealth rises but economy still sputters: James Saft

March 6, 2014

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

By James Saft

(Reuters) – Americans are richer than ever and increasingly willing to take on a bit of extra debt and yet the overall atmosphere, and the economic recovery, are surprisingly flat.

The patient and the brave

March 5, 2014

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

By James Saft

(Reuters) – There are two main ways to get paid as a value investor: one is by avoiding the mistakes of your peers, the other is by making some mistakes of your own.

Russia and the dead BRIC thesis: James Saft

March 4, 2014

March 4 (Reuters) – Sometimes it takes a slap in the face to
make you realize a long-cherished belief is long dead.

Managers improve, but scale kills

February 26, 2014

Feb 26 (Reuters) – Fund managers are getting better, but
active fund management is getting worse.

Column: Dwindling inflation puts pressure on ECB: James Saft

February 25, 2014

By James Saft

(Reuters) – Never a hot-bed of monetary policy activism, the European Central Bank may soon find itself forced into an uncomfortable period of experimentation.

Dwindling inflation puts pressure on ECB: James Saft

February 25, 2014

Feb 25 (Reuters) – Never a hot-bed of monetary policy
activism, the European Central Bank may soon find itself forced
into an uncomfortable period of experimentation.

Mark Zuckerberg, value investor: James Saft

February 20, 2014

By James Saft

(Reuters) – So now we know: Mark Zuckerberg is a value investor.

That’s true, at least if you accept his logic, which lays great emphasis on the sheer scale of users of mobile messaging company WhatsApp, which Facebook is buying for an astounding $19 billion.

Should you fire your economists?

February 19, 2014

Feb 19 (Reuters) – Rather than waste time and money making
doubtful predictions about economic growth, you might just do
better by buying stock in countries which have recently had hard
times.

Column: Abenomics’ wobbly arrows: James Saft

February 18, 2014

By James Saft

(Reuters) – Japan’s bold Abenomics plan is producing spluttering results on key consumption and investment measures, potentially undermining its resolve.