QE and the portfolio puzzle: James Saft

May 16, 2013

May 16 (Reuters) – Quantitative easing may well be pushing
investors to hold more cash rather than risk assets, blunting
its impact as monetary policy.

The U.S. factory renaissance and your portfolio

May 15, 2013

May 15 (Reuters) – The possible coming rebirth of U.S.
manufacturing might turn out to be the most important investment
story of the next decade, up-ending the winners and losers of
the former world order.

Weak yen a boon for investors, not Japan: James Saft

May 14, 2013

By James Saft

(Reuters) – Buy Japanese stocks if you must but don’t expect Abenomics and the fall of the yen to revitalize Japan’s economy.

Mom-and-pop indicator implies headroom for stocks

May 8, 2013

NEW YORK (Reuters) – This is not your parents’ bull market.

In fact, your dad and mom very may well have abandoned the market entirely. That could be the single best indicator that stocks have room to run.

SAFT ON WEALTH: Mom-and-pop indicator implies headroom for stocks

May 8, 2013

NEW YORK, May 8 (Reuters) – This is not your parents’ bull
market.

In fact, your dad and mom very may well have abandoned the
market entirely. That could be the single best indicator that
stocks have room to run.

UK’s long wait – for Carney and recovery: James Saft

May 7, 2013

May 7 (Reuters) – Britain may well come to regret the
exceptionally long gap between Governor of the Bank of
England-to-be Mark Carney’s appointment in November and his
first day on the job in July.

Column: UK’s long wait – for Carney and recovery

May 7, 2013

By James Saft

(Reuters) – Britain may well come to regret the exceptionally long gap between Governor of the Bank of England-to-be Mark Carney’s appointment in November and his first day on the job in July.

Column: An extraordinary summer

May 2, 2013

By James Saft

(Reuters) – Put away the sunblock and beach towels, for central bankers this is going to be yet another summer of extraordinary measures.

Column: Rwanda, iBonds and the madness of the bond market

May 1, 2013

By James Saft

(Reuters) – In the past week we’ve had two object lessons in the madness of the bond market: Rwanda and Apple.

SAFT ON WEALTH: Rwanda, iBonds and the madness of the bond market

May 1, 2013

May 1 (Reuters) – In the past week we’ve had two object
lessons in the madness of the bond market: Rwanda and Apple.