Europe, not election, the driver: James Saft

November 7, 2012

Nov 7 (Reuters) – Obsess exclusively over the fiscal and
monetary impact of the U.S. election at your peril: the real
news may be coming out of the euro zone.

Europe needs a weak euro: James Saft

November 6, 2012

Nov 6 (Reuters) – While the world is transfixed by the
outcome of the U.S. elections, the euro zone is busily imploding
economically.

Rod, the Yankees and a lesson in sunk costs

November 1, 2012

By James Saft

(Reuters) – The New York Yankees and their aging and highly paid third baseman Alex Rodriguez illustrate a problem all investors face and few completely conquer: sunk costs.

SAFT ON WEALTH:A-Rod, the Yankees and a lesson in sunk costs

November 1, 2012

Nov 1 (Reuters) – - The New York Yankees and their aging and
highly paid third baseman Alex Rodriguez illustrate a problem
all investors face and few completely conquer: sunk costs.

Sandy shows liquidity may be over-rated: James Saft

October 31, 2012

Oct 31 (Reuters) – Maybe liquidity isn’t all it’s cracked up
to be.

Is China making the consumption transition?: James Saft

October 30, 2012

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

By James Saft

(Reuters) – Consumption is increasingly driving China’s economy, perhaps marking the country’s much-needed transition to a more sustainable model.

Earnings and revenues can’t diverge forever: James Saft

October 25, 2012

By James Saft

(Reuters) – Corporate earnings and revenues can’t, as they are doing this earnings season, diverge forever.

Bernanke, the election and risk assets: James Saft

October 24, 2012

By James Saft

(Reuters) – Now we have the pre-election Federal Reserve meeting out of the way, we can go back to worrying about the real issue.

Living through de-globalization: James Saft

October 23, 2012

Oct 23 (Reuters) – What was that you were saying about
globalization being inexorable?

Black Monday and the Greenspan put: James Saft

October 19, 2012

By James Saft

(Reuters) – The big milestone this week is not the 25th anniversary of the Black Monday crash but falls a day later when we mark the far darker advent of the Greenspan put.