Saft on Wealth: The consumer finance mess

June 15, 2012

By James Saft

(Reuters) – It won’t be the American consumer who powers the economy and financial markets.

SAFT ON WEALTH: The consumer finance mess

June 14, 2012

June 14 (Reuters) – It won’t be the American consumer who
powers the economy and financial markets.

Watch German bunds for euro fate: James Saft

June 14, 2012

By James Saft

(Reuters) – The recent fall in German bunds is the most interesting development in markets in months, and may contain hints of the fate of the euro itself.

Same thing, same results in Spain: James Saft

June 12, 2012

By James Saft

(Reuters) – It is shaping up to be a vintage year for doing the same thing over and over again but expecting different results.

U.S. bonus culture limits equity returns: Jame Saft

June 7, 2012

By James Saft

(Reuters) – Quarter-by-quarter management and a compensation-driven obsession with company share prices may be impairing the long-term prospects of U.S. stocks as executives live off of their companies’ seed corn rather than disappoint a market obsessed with short-term results.

US bonus culture limits equity returns

June 7, 2012

June 7 (Reuters) – Quarter-by-quarter management and a
compensation-driven obsession with company share prices may be
impairing the long-term prospects of U.S. stocks as executives
live off of their companies’ seed corn rather than disappoint a
market obsessed with short-term results.

Monetary policy the wrong weapon: James Saft

June 7, 2012

By James Saft

(Reuters) – Ben Bernanke and Mario Draghi are keeping their powder dry but may find, in the end, that there is a limit to the usefulness of monetary policy bullets.

For euro zone, life does not equal hope: James Saft

June 5, 2012

By James Saft

(Reuters) – As events in Europe show, an unhappy marriage can be prolonged indefinitely but where there is life there is not always hope.

No banking union without fiscal union: James Saft

May 31, 2012

By James Saft

(Reuters) – A banking union, as espoused by the European Commission, is probably totally unworkable unless accompanied by a full fiscal union.

In praise of simplicity: Jame Saft

May 24, 2012

By James Saft

(Reuters) – It is perhaps the single easiest rule of thumb in investment: favor the simple over the complex.