SAFT ON WEALTH: Rethinking the 4 percent rule

February 7, 2013

Feb 7 (Reuters) – In a world of low structural investment
returns retirees need to reconsider the assumption that they can
draw down 4 percent a year of their savings.

They are playing the Chuck Prince Waltz: James Saft

February 6, 2013

Feb 6 (Reuters) – The music is playing again and the
pressure for investors to get out on the dance floor is, like in
2007, intense.

A costly but worthy Dutch treat: James Saft

February 5, 2013

Feb 5 (Reuters) – The Netherlands’ nationalization of bank
SNS Reaal underlines the euro zone’s weak spots while
illustrating the dangers of its plans to address them.

SAFT ON WEALTH: About that cash flowing into equities

January 31, 2013

Jan 31 (Reuters) – It looks like the central bankers are
winning: cash is being put back to work.

A badly timed euro zone tightening: James Saft

January 30, 2013

Jan 30 (Reuters) – A bank-led credit crunch, a newly strong
euro and the shrinking of the European Central Bank’s balance
sheet are tightening conditions in the euro zone at just the
wrong time.

Risk-on, risk-off may be ending: James Saft

January 29, 2013

By James Saft

(Reuters) – The after-effects of the Great Crisis may still be with us, but the great correlation in global financial markets may be coming to an end.

It’s not Apple’s fault, it’s ours

January 24, 2013

By James Saft

(Reuters) – The problem, investors, lies not in Apple but in ourselves.

Apple’s disappointing earnings report and its subsequent 10 percent-plus stock market fall on Thursday are a timely reminder that there are a lot of idiots out there.

How to stop worrying and love currency wars: James Saft

January 23, 2013

Jan 23 (Reuters) – You might want to learn to stop worrying
and love currency wars, which are here to stay and, for
investors, might not be all that bad.

Geithner allegations beg Fed reform: James Saft

January 22, 2013

By James Saft

(Reuters) – Allegations that Timothy Geithner, then head of the New York Federal Reserve, may have told banks ahead of time about a surprise policy move in 2007 underscores the pressing case for reform to safeguard the integrity and independence of the central bank.

Goldman’s smart move on pay

January 17, 2013

Jan 17 (Reuters) – This is how capitalism is supposed to
work.

Goldman Sachs has cut back sharply on employees’
piece of the revenue pie, taking it to 21 percent for the fourth
quarter.