Bretton Woods III or bust: James Saft

October 16, 2014

By James Saft

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

(Reuters) – China is going to export capital, and either the U.S. puts it to good infrastructure use in a ‘Bretton Woods III’ system or the world will face continued poor growth and high asset prices.

Fed magic fades as risk assets slide

October 15, 2014

Oct 15 (Reuters) – What matters isn’t so much the proximate
cause of the recent downdraft in stocks, but the underlying
logic.

In banking, making a good death possible: James Saft

October 14, 2014

Oct 13 (Reuters) – As in medicine, so in banking: we deny
the inevitable, death, at our own expense.

Old measures for New Mediocrity: James Saft

October 9, 2014

By James Saft

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

Leverage and the next emerging markets crisis: James Saft

October 2, 2014

By James Saft

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

If short you must, look for fraud

October 1, 2014

Oct 1 (Reuters) – If you want to cash in as a short-seller,
better to do some forensic accounting rather than looking for
silly valuations.

Bill Gross and the Great Man theory of investing

September 30, 2014

By James Saft

(Reuters) – Judging by the Bill Gross affair, the Great Man theory is alive and well among investors.

Companies risk missing capex boat: James Saft

September 25, 2014

Sept 25 (Reuters) – Corporate America’s decision not to take
advantage of low rates and easy terms to invest in new capacity
may turn out to be a mistake of historic proportions.

The contrasting Buffett and Ma ways

September 24, 2014

By James Saft

(Reuters) – Jack Ma and Warren Buffett embody two great and contrasting businesses in finance.

Alibaba and China’s slowdown: James Saft

September 23, 2014

Sept 23 (Reuters) – Is it a) funny, b) disturbing, or c)
irrelevant that Alibaba went public at a sky-high
valuation just at the point at which the red-hot economy which
spawned it seems content to settle into a creaky middle age?