Stocks see fading help from QE, profits: James Saft

March 12, 2013

By James Saft

(Reuters) – Equity markets, especially in the U.S., are being held aloft by two historical anomalies – quantitative easing and high corporate profits – either of which could start to go away in 2013.

How you are paying for “too-big-to-jail”

March 8, 2013

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

By James Saft

(Reuters) – Now that it is official that the U.S. Justice Department pulls its punches when it comes to prosecuting the largest banks, it is time for investors to understand why they, too, are the losers.

What if they held a bull market and no one came?: James Saft

March 6, 2013

March 6 (Reuters) – The remarkable thing about the Dow Jones
Industrial Average’s new all-time record is how few people give
a damn.

China’s debt and investment slow down: James Saft

March 5, 2013

By James Saft

(Reuters) – What can’t go on forever may be starting to stop in China.

Great Rotation a myth but stocks still a top pick

February 28, 2013

Feb 28 (Reuters) – Don’t hold your breath waiting for that
Great Rotation out of global bonds and into stocks. Even so, go
into stocks anyway if you are big enough and tough enough to
survive the inevitable volatility.

Why Jamie Dimon is richer than you: James Saft

February 27, 2013

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

By James Saft

(Reuters) – In case you were wondering, Jamie Dimon has thoughtfully explained why he’s richer than you and all the analysts covering J.P Morgan.

The coming dollar bull run: James Saft

February 26, 2013

By James Saft

(Reuters) – For all the dysfunction in Washington we could, it seems, be in the midst of an historic and potentially extended bull run for the U.S. dollar.

The Fed and the pain of unwinding: James Saft

February 20, 2013

Feb 20 (Reuters) – The Federal Reserve minutes show real
concern and debate over how big its balance sheet can grow and
for how long it can stay that way.

G20 waves rally on, yen down: James Saft

February 19, 2013

By James Saft

(Reuters) – The Group of 20 major economies chose to whistle and look the other way, effectively encouraging further yen falls and the inevitable currency skirmishes that implies.

Hedge funds peddle pricey risk

February 14, 2013

By James Saft

(Reuters) – Here’s a choice: take the typical hedge fund return and pay 2 percent annually and 20 percent of the spoils or use a derivative strategy so simple it doesn’t even need an elevator pitch.