Wal-Mart good news isn’t for equities: James Saft

February 19, 2015

Feb 19 (Reuters) – When Wal-Mart starts handing out raises
it may be time to worry about equity market valuations.

Shiller’s CAPE won’t save you, saving will

February 18, 2015

Feb 18 (Reuters) – Even when it is coming from a Nobel Prize
winner, the simplest financial advice is usually the best.

Finance, or why we can’t have nice things: James Saft

February 17, 2015

Feb 17 (Reuters) – It is more than a coincidence: the growth
of finance really is holding the rest of the economy back.

Watch Greek taxpayers and depositors: James Saft

February 12, 2015

Feb 12 (Reuters) – Successful resolution of the Greek euro
fracas may depend on the players’ ability to scare the right
people in the right measure.

The diversification ‘free lunch’ isn’t

February 11, 2015

Feb 11 (Reuters) – Just as in the taverns where ‘free
lunches’ began, investors hoping to get something for nothing by
diversifying are drinking much of the profits up in the form of
fees paid out to managers.

Strong recovery is the big market risk: James Saft

February 10, 2015

Feb 10 (Reuters) – It may not take a Greek default or
Chinese slump to end the bull market if we get something as
prosaic as a strong U.S. recovery.

Nestle, negative yields and a different deflation: James Saft

February 5, 2015

Feb 5 (Reuters) – Corporate bonds did outstandingly well
during the great deflation in the 1930s but this time round may
be, well, different.

Index funds and avoiding the generics paradox

February 4, 2015

Feb 4 (Reuters) – Active investors are the hidden
beneficiaries of the rise of index funds.

For Greece and euro, much hangs on a word – insolvent: James Saft

February 3, 2015

Feb 3 (Reuters) – Much hangs on the interpretation of a
word, and in the case of Greece and the euro zone that word is:

Alibaba combines China and hot stock risks: James Saft

January 29, 2015

Jan 29 (Reuters) – If the political risk of Alibaba isn’t
enough for you, maybe the very considerable execution risk will