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.

Why Jamie Dimon is richer than you: James Saft

February 27, 2013

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

By James Saft

(Reuters) – In case you were wondering, Jamie Dimon has thoughtfully explained why he’s richer than you and all the analysts covering J.P Morgan.

The coming dollar bull run: James Saft

February 26, 2013

By James Saft

(Reuters) – For all the dysfunction in Washington we could, it seems, be in the midst of an historic and potentially extended bull run for the U.S. dollar.

The Fed and the pain of unwinding: James Saft

February 20, 2013

Feb 20 (Reuters) – The Federal Reserve minutes show real
concern and debate over how big its balance sheet can grow and
for how long it can stay that way.

G20 waves rally on, yen down: James Saft

February 19, 2013

By James Saft

(Reuters) – The Group of 20 major economies chose to whistle and look the other way, effectively encouraging further yen falls and the inevitable currency skirmishes that implies.

Hedge funds peddle pricey risk

February 14, 2013

By James Saft

(Reuters) – Here’s a choice: take the typical hedge fund return and pay 2 percent annually and 20 percent of the spoils or use a derivative strategy so simple it doesn’t even need an elevator pitch.

The Fed discovers chicanery: James Saft

February 13, 2013

By James Saft

(Reuters) – Acknowledging that sometimes banks chisel clients and bank employees chisel banks may sound obvious to you, but for the Federal Reserve this is a pretty big step forward.

Japan confuses appearance and reality: James Saft

February 12, 2013

Feb 12 (Reuters) – A government which sees its role as
driving stock market rallies is one suffering sad confusion
about the difference between appearance and reality.

Rethinking the 4 percent rule

February 7, 2013

By James Saft

(Reuters) – In a world of low structural investment returns retirees need to reconsider the assumption that they can draw down 4 percent a year of their savings.