Forget fundamentals, it’s all about government: James Saft

October 1, 2013

By James Saft

(Reuters) – Get used to it: in today’s dysfunctional investment landscape, most risk is, at bottom, government risk.

Foxtons, the London bubble stock: James Saft

September 24, 2013

By James Saft

(Reuters) – It is hard to imagine, much less find, a better exemplar of how capital gets misallocated in a bubble than British property agent Foxtons, whose stock was publicly listed last week.

Go along on Bernanke’s scary fun ride

September 19, 2013

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

By James Saft

(Reuters) – Sometimes it is better not to over-think things.

The Fed’s non-taper is one of those times.

The U.S. central bank is encouraging you as an investor to sit back, enjoy the warm water and take on some risk.

Fed does right thing in wrong way for wrong reasons

September 18, 2013

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

By James Saft

(Reuters) – The Federal Reserve did the right thing in the wrong way and very likely for the wrong reasons.

Market, economy in rare alignment on Summers: James Saft

September 17, 2013

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

By James Saft

(Reuters) – With the withdrawal of Larry Summers from consideration to run the Fed we have that rare thing: an alignment between what the market wants and the economy needs.

Lehman’s legacy of inequality: James Saft

September 12, 2013

Sept 12 (Reuters) – Of the many regrettable aspects of the
failure of Lehman Brothers, perhaps the worst is that it led to
policies which expanded and reinforced economic inequality in
the U.S., often through unfair means.

Investing for peak population

September 11, 2013

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

By James Saft

(Reuters) – Peak population is coming, sooner than you think, and bringing with it enormous investment challenges.

Fed finally making policy for humans, not Vulcans: James Saft

September 10, 2013

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

By James Saft

(Reuters) – Someone at the Federal Reserve finally figured out that we are not Vulcans but humans.

India, Rajan and the Great Man fallacy: James Saft

September 5, 2013

By James Saft

(Reuters) – Enthusiasm for new Indian central bank head Raghuram Rajan is understandable, but blind faith in him is misplaced.

The unwelcome return of risk-on, risk-off

September 4, 2013

By James Saft

(Reuters) – After ebbing for most of the year, correlations are creeping back into financial markets.