World too complex for smart beta

November 12, 2014

Nov 12 (Reuters) – Ironically, the simple truth may be that
the world is more complex and less stable than popular smart
beta strategies assume.

Relax, the ECB is ON IT: James Saft

November 6, 2014

Nov 6 (Reuters) – The ECB is going to do some stuff to
rescue the euro zone economy, big stuff, but it will tell you
what, exactly, later, if it needs to. So relax.

A reverse popularity contest

November 5, 2014

By James Saft

(Reuters) – As in high school, maybe investment boils down to that mysterious thing: popularity.

The BOJ and ECB sit-com: James Saft

November 4, 2014

Nov 4 (Reuters) – The Bank of Japan’s move into hyperdrive
may succeed or it may fail, but it will at the very least serve
to cushion the inevitable disappointment over whatever the
European Central Bank does on Thursday.

In praise of the cockroach portfolio

October 30, 2014

Oct 30 (Reuters) – Everyone wants to be an eagle in
investing and most fail, but the important thing to remember is:
everyone can be a cockroach.

Good-bye bond buying, hello volatility: James Saft

October 29, 2014

Oct 29 (Reuters) – Saying QE is over is a bit like saying a
flood is over when the water, up to your chin, stops rising.

Shareholder value, dumbest idea in the world: James Saft

October 28, 2014

Oct 28 (Reuters) – The belief that companies exist solely to
make their owners rich has changed the world, but done so by
failing on its own terms.

Euro may see fading reserve demand: James Saft

October 23, 2014

Oct 23 (Reuters) – The euro, long the beneficiary of central
bank reserve buying, may be seeing that support ebb and possibly
reverse.

Earnings day is a moveable feast

October 22, 2014

Oct 22 (Reuters) – If companies ran Christmas the way they
run their earnings announcements, Santa Claus would usually come
early, but when he is late, watch out!

IBM and the financial engineering economy: James Saft

October 21, 2014

Oct 21 (Reuters) – IBM’s woes are interesting not simply
because they tell us about the economy, but because they reveal
broader truths about how, and for whom, companies are run.