The agony of rebalancing

August 2, 2012

By James Saft

(Reuters) – Portfolio rebalancing is one of those things which sounds sensible until you actually have to do it.

central bank or hedge fund?: James Saft

August 2, 2012

By James Saft

Aug 2(Reuters) – Switzerland is rapidly turning into a large
hedge fund with a small country attached.

Draghi and his magic bee: James Saft

July 31, 2012

By James Saft

(Reuters) – Beware central bankers selling euros employing false analogies.

Not the summer of love

July 26, 2012

By James Saft

(Reuters) – With risks of a U.S. recession mounting, it is shaping up to be a hairy summer for investors.

Spain’s scratch-card solution: James Saft

July 26, 2012

By James Saft

(Reuters) – It doesn’t get much worse than a state like, say, Spain, borrowing money through a lottery.

Italy, Spain and the war on short-selling: James Saft

July 24, 2012

By James Saft

(Reuters) – After four years of failure, Italy and Spain have opened yet another pointless front in Europe’s war against reality.

Imagining a global crash every two years

July 19, 2012

By James Saft

(Reuters) – It just might be time to rethink that global diversification strategy.

Beware when leaders speak the truth: James Saft

July 19, 2012

July 19 (Reuters) – If there is one thing more worrying than
leaders avoiding the truth it is when they start to speak it.

Forget TBTF, banks too big for investors: James Saft

July 17, 2012

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

By James Saft

(Reuters) – Never mind that our largest banks are too big to be allowed to fail, they show every sign of being too big for investors.

Santa Claus Fed and equity returns: James Saft

July 12, 2012

By James Saft

(Reuters) – Since 1994, according to the New York Federal Reserve, 80 percent of U.S. stocks’ excess returns occurred in the 24 hours before scheduled announcements by the Federal Open Market Committee.