Rising dollar America’s currency, everybody’s problem: James Saft

November 13, 2014

Nov 13 (Reuters) – This time round the rising dollar may be
America’s currency and everybody’s problem.

World too complex for smart beta: James Saft

November 12, 2014

By James Saft

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

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.