In praise of activist investment

August 14, 2013

By James Saft

(Reuters) – Here is a sentence I never thought I’d write: Hedge funds, activists to be specific, are a very good thing.

Companies not playing along with Abenomics: James Saft

August 13, 2013

Aug 13 (Reuters) – Abenomics has a critical weakness:
Japan’s companies are not playing along and it’s hard to blame
them.

Column: Companies not playing along with Abenomics – James Saft

August 13, 2013

By James Saft

(Reuters) – Abenomics has a critical weakness: Japan’s companies are not playing along and it’s hard to blame them.

Chief virtue of new BOE plan is it won’t work: James Saft

August 8, 2013

Aug 8 (Reuters) – The worry about the Bank of England’s new
policy of forward guidance is not so much that the market
doesn’t appear to believe it, though that can’t help, as the
extent to which the whole plan depends on house price gains.

The taper: let’s not call a retreat a victory – James Saft

August 6, 2013

By James Saft

(Reuters) – If the Federal Reserve does begin to taper its purchases of bonds in September there is really only one way to interpret the move: as a retreat.

The very welcome death of the potash cartel: James Saft

August 1, 2013

By James Saft

(Reuters) – The death of the potash cartel is not only a great story, it is a great example of how hard human ingenuity makes it to fix markets.

Cash bites, but hold some anyway

July 31, 2013

By James Saft

(Reuters) – Cash: it loses value every day, will permanently impair your portfolio if you hold it long enough, but just might be your most important allocation right now.

Column: China’s Domesday debt survey

July 30, 2013

By James Saft

(Reuters) – Like William the Conquerer before him, Premier Li Kequing is initiating his own Domesday survey in China, and this time the attempt to curb local abuses of power will have global economic consequences.

China’s Domesday debt survey: James Saft

July 30, 2013

July 30 (Reuters) – Like William the Conquerer before him,
Premier Li Kequing is initiating his own Domesday survey in
China, and this time the attempt to curb local abuses of power
will have global economic consequences.

The case against commodities grows

July 24, 2013

By James Saft

(Reuters) – Buying commodities in order to diversify your portfolio might not be that bright an idea after all.