Time ripe for a new nifty fifty

October 20, 2011

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

Tough times make dependable excellence even more valuable, which is why we just might see the rise of a new “Nifty Fifty” of elite shares.

Waiting for labor’s gains

October 4, 2011

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

HUNTSVILLE, Ala. – Right about now, even the most committed capitalist investor ought to be hoping for one thing: that labor soon has the upper hand.

3 numbers spell danger: $100, 3.44, 20

February 24, 2011

If you think the recovery is firm and the risk of deflation has vanished, look at the three following numbers: $100, 3.44 and 20.

The great bad news of housing reform

February 15, 2011

The reform of U.S. housing finance proposed by President Obama will drive the price of mortgages higher and be a disaster for house prices, construction and the real estate industry.

Good luck hedging against inflation

February 3, 2011

Looking to hedge against a spike in inflation? Equities may not be much help.

Neither, for that matter, will you do all that well over the longer haul with bonds, cash or even commodities, at least on the historical evidence. In short, when it comes to investing, inflation is a real drag.

UK austerity vs U.S. muddle

January 27, 2011

The trans-Atlantic economic contrast is shaping up as pitting British austerity against, not U.S. investment, but a do-little American muddle.

Good-bye credit crunch, Hello slog

January 25, 2011

If you have forgotten the credit crunch it appears you have company: U.S. banks are lending again.

Much depends on, gulp, German consumer

January 13, 2011

If the euro is going to survive without a Depression, German consumers are going to have to behave in ways that are, well, distinctly un-German.

Icelandic mulishness wins the day

December 9, 2010

Iceland’s remarkable return to growth shows once again that in this crisis the best policy is often the one that will make international partners most angry.

Pension savers get the boot

November 30, 2010

From Dublin to Paris to Budapest to inside those brown UPS trucks delivering holiday packages, it has been a tough few weeks for savers and retirees.