Column: Invest like Fama but regulate like Shiller

October 16, 2013

By James Saft

(Reuters) – If the board awarding this year’s Nobel Prize in economics didn’t get bogged down in a foolish consistency, there is no reason for you to.

Invest like Fama but regulate like Shiller

October 16, 2013

Oct 16 (Reuters) – If the board awarding this year’s Nobel
Prize in economics didn’t get bogged down in a foolish
consistency, there is no reason for you to.

China’s creaking export model: James Saft

October 15, 2013

Oct 15 (Reuters) – That creaking sound you hear just might
be the Chinese export-driven economy model about to break.

The debt deal and the risk-eating zombies: James Saft

October 10, 2013

By James Saft

(Reuters) – As if they weren’t already risk-eating zombies, investors are being further conditioned to close their eyes and buy.

Meet the new Fed, same as the old Fed

October 9, 2013

Oct 9 (Reuters) – The Yellen era will feature more of the
same: the same monetary policy and the same unanswered
questions.

By worshipping markets, we’ve crippled them: James Saft

October 3, 2013

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

By James Saft

(Reuters) – The interaction of financial markets and debt standoff shows how by worshipping markets, we’ve crippled them.

Gridlock holds perils for stocks

October 2, 2013

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

By James Saft

(Reuters) – Don’t kid yourself: if you hold equities you ought not to welcome political gridlock.

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.