Warren Buffett’s bubble cash-out strategy

August 21, 2013

Aug 21 (Reuters) – Here is Warren Buffett’s pension fund
management advice in a nutshell: Be patient, buy only a few
things, ignore the stock market until it becomes irrationally
optimistic, at which point sell.

India, the taper and capital controls: James Saft

August 20, 2013

(The author is a Reuters columnist. The opinions expressed are his / her own.)

By James Saft

(Reuters) – India’s imposition of capital controls shows how the prospect of a rollback of U.S. monetary policy is already starting a global war for capital.

Long bull market in Fed faith faces taper: James Saft

August 15, 2013

Aug 15 (Reuters) – For the first time in more than three
decades we may be entering a period of declining faith in the
Federal Reserve.

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

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.