SAFT ON WEALTH: Learning from Cyprus

March 21, 2013

March 21 (Reuters) – Even if you have zero exposure to the
euro, the sad tale of Cyprus teaches investors about important
old and new realities.

UK unleashes the dogs of subprime: James Saft

March 20, 2013

March 20 (Reuters) – Cry ‘Bubble!’ and let slip the dogs of

Britain on Wednesday unveiled a new budget including 130
billion pounds of mortgage guarantees which will enable patsies,
er, hardworking home-buyers, to buy properties worth as much as
600,000 pounds ($900,000) with as little as 5 percent down.

Cyprus gets on with it: James Saft

March 19, 2013

March 19 (Reuters) – Unfair and a bungle it may be, but the
plan to levy bank deposits in Cyprus does have its virtues.

SAFT ON WEALTH: The asset management shakeout

March 14, 2013

March 14 (Reuters) – The gusher of new money that has fed
the growth of the global asset management industry for a
generation has slowed to a trickle, making the next few years
make-or-break for many firms.

The 27-year-olds are taking us down (again): James Saft

March 13, 2013

March 13 (Reuters) – The 27-year-olds making the mistakes
change but the flaws in the incentives and risk models at the
heart of the global financial system remain basically unchanged.

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.

China on Monday unveiled steps to curb runaway housing price inflation, including measures to make speculation less profitable and loans more expensive.

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.