Save well early, allocate well late

June 3, 2015

By James Saft

(Reuters) – Concentrate on savings when you are young, but worry more about making the right asset allocation as you get closer to retirement.

Petrobras’ remarkable 100-year bond: James Saft

June 2, 2015

June 2 (Reuters) – Sometimes, as with a glorious sunset or a
can’t-look-away train wreck, the best thing to do is to stand
back and bear witness.

The power of the fear of missing out

May 29, 2015

May 29 (Reuters) – Call it status anxiety, call it greed or
just call it clever momentum trading, but the fear of missing
out is an under-appreciated force in financial markets.

A self-driven road to capital destruction: James Saft

May 28, 2015

May 28 (Reuters) – What happens to an industry which
develops a new offering so fantastic that ownership of its
product is cut in half?

Funny times in China stocks, joke unclear -James Saft

May 21, 2015

May 21 (Reuters) – Many things about China stocks are funny,
but probably not right now to investors in Hanergy Thin Film
Power Group, Goldin Financial Holdings or Goldin Properties

Corporate bond funds + illiquidity = risk

May 20, 2015

By Jim Saft

(Reuters) – Corporate bond fund investors react badly, if intelligently, to losing money which may mean some bond funds run into and also cause trouble when a selloff in illiquid markets starts.

GDPNow or ‘SerenityNow!’ – it may not be that bad: James Saft

May 19, 2015

May 19 (Reuters) – Investors monitoring the Atlanta Federal
Reserve’s GDPNow near real-time, and now falling, economic
barometer may find themselves shouting, fruitlessly,
“SerenityNow!” at their screens.

A dubious economic cure, but Japan QE driving stocks: James Saft

May 14, 2015

May 14 (Reuters) – QE may or may not be working for Japan’s
economy but it sure is doing equity investors there a world of

Smart beta, wholesale may beat retail

May 13, 2015

By James Saft

(Reuters) – U.S. equity investors might be better off getting their smart beta wholesale, or rather via a simple do-it-yourself strategy.

An ‘irrational exuberance’ moment for our times? – James Saft

May 12, 2015

May 12 (Reuters) – When the bond market and stock market
disagree, especially about how to interpret the Federal Reserve,
a good rule of thumb is to bet on the side bonds are backing.