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.

Most news bad for emerging markets: James Saft

August 29, 2013

By James Saft

(Reuters) – Syria today, the taper tomorrow – emerging market policymakers are learning that once the market becomes concerned with a current account deficit, most news is bad news.

Don’t ‘war game’ your portfolio

August 28, 2013

By James Saft

(Reuters) – Investors fearing the impact of an attack on Syria ought to start worrying instead about things they can predict and control.

Taper talk meets data reality: James Saft

August 27, 2013

By James Saft

(Reuters) – Looked at in isolation, the economic data in the United States does not argue for the Federal Reserve to cut back on its bond purchases starting in September.

The Jackson Hole policy void: James Saft

August 22, 2013

Aug 22 (Reuters) – The risk in all transitions is a
destabilizing void, and at this year’s Jackson Hole Federal
Reserve conference a policy void is leading the agenda.

HOLD DR The Jackson Hole policy void: James Saft

August 22, 2013

Aug 22 (Reuters) – The risk in all transitions is a
destabilizing void, and at this year’s Jackson Hole Federal
Reserve conference a policy void is leading the agenda.

Saft on Wealth: Warren Buffett’s bubble cash-out strategy

August 21, 2013

By James Saft

(Reuters) – Here is Warren Buffett’s pension fund management advice in a nutshell: Be patient, buy only a few things, ignore the stock market until it becomes irrationally optimistic, at which point sell.