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.

A winter’s tale of a policy error: James Saft

February 13, 2014

Feb 13 (Reuters) – An exceptionally cold winter in much of
the U.S. is slowing the economy, but may also be laying a trap
for the Federal Reserve.

The ‘slow trade’ movement

February 12, 2014

By James Saft

(Reuters) – As with food, where fast is synonymous with junk, so it seems that a “slow trade” movement in investment may lead to tastier results.

All central banks do is talk, talk: James Saft

February 11, 2014

Feb 11 (Reuters) – Key central banks appear to be down to
their last tool: making promises.

Column: Jobs data not helpful to risk assets: James Saft

February 7, 2014

By James Saft

(Reuters) – This has got to have been a frustrating jobs report for Janet Yellen and her colleagues at the Fed.

Jobs data not helpful to risk assets: James Saft

February 7, 2014

Feb 7 (Reuters) – This has got to have been a frustrating
jobs report for Janet Yellen and her colleagues at the Fed.

Apple and the grim history of buybacks

February 5, 2014

By James Saft

(Reuters) – Based on its own history, and the broader experience with other companies, Apple’s plan to buy back $60 billon of its own shares will probably end as a bit of a disappointment.

The central bank cavalry isn’t coming: James Saft

February 4, 2014

Feb 4 (Reuters) – The pain is increasing in global markets,
but the likelihood of immediate relief from the Federal Reserve
and the European Central Bank isn’t.