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When returns are low, reaching for more is usually unwise: James Saft
If an investment strategy is good enough for one of the top minds in finance, it is probably good enough for you, right? More »
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#James Dalgleish
14 posts
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Looser bank regulation will do shareholders no favors: James Saft
The Trump administration’s vision of a rollback in banking regulation isn’t just dubious medicine for the economy, it will do shareholders no favors. More »
Rolling dice in a speculative mania: James Saft
Financial markets are in the grip of something very like a speculative mania, which may well be good reason not to expect a crash soon. More »
Superstar firm vogue heads for fire of overvaluation or ice of regulation: James Saft
It may not happen soon but eventually the vogue for investing in “superstar firms” like Google, Facebook and Amazon will end in the fire of overvaluation or the ice of regulation. More »
UK recession, unusually, to punish gilts and pension funds: James Saft
(The opinions expressed here are those of the author, a columnist for Reuters) More »
As psychopath CEOs destroy value, nice ones create it: James Saft
Some enterprising manager ought to look into a Long Nice CEOs/Short Jerks hedge fund. More »
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If Trump erodes democracy, stocks will suffer: James Saft
Traders work on the floor of the New York Stock Exchange (NYSE) in New York, U.S., May 10, 2017. REUTERS/Brendan McDermid Donald Trump’s firing of FBI Director James Comey caused barely a ripple on the glassy surface of equity markets, but more than 100 years ... More »
Global diversification still works, but only for the patient: James Saft
The market is still offering globally diversified equity investors a free lunch, but only if they are in it for the long haul. More »
Consumer debt growth can`t outpace wages forever: James Saft
U.S. consumers are taking out debt at a far faster rate than their incomes or the economy are growing, and just as we may be hitting a peak in employment. More »
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Of rising rates and falling returns: James Saft
FILE PHOTO – Traders works on the floor of the New York Stock Exchange (NYSE) as a television screen displays coverage of U.S. Federal Reserve Chairman Janet Yellen, in New York, U.S., December 14, 2016. REUTERS/Lucas Jackson Try to hide wherever you like but ... More »
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As banks surge, will shareholders get their cut?: James Saft
A computer screen showing stock graphs is reflected on glasses in this illustration photo taken in Bordeaux, France, March 30, 2016. REUTERS/Regis Duvignau That the Trump agenda is good for banks is self-evident- that shareholders will get their cut is a lot l... More »
There is no Dodd-Frank loan drought: James Saft
Evidence that Dodd-Frank Act regulation is making lending conditions tighter is thin on the ground, at least for the vast majority of the U.S. economy. More »
Trading is not a dirty word: James Saft
A mutual fund which keeps portfolio turnover low may be simply a mutual fund which keeps missing opportunities. More »
Global investment flows neutering national monetary policy: James Saft
A customer counts his U.S. dollar notes in a bank in Cairo, Egypt March 10, 2016. REUTERS/Amr Abdallah Dalsh Monetary policy in developed markets like Japan and Europe is failing, and faltering in the U.S., in substantial part because globalization has altered... More »
