By Ken Fisher, The Australian, 14/09/2023
Where should you shop for stocks? Since last June’s lows, the ASX and world stocks have buried terrible 2022’s global bear market. Few foresaw. Even fewer correctly envisioned the same categories crushed by the downturn leading the new bull market’s charge.
By Ken Fisher, The Australian, 28/08/2023
Score another worldwide win for the “Midterm Miracle.” Last July, I told you global stocks approached a seasonal sweet spot: the hugely bullish nine months framing America’s midterm legislative elections. That span is the most consistently profitable stretch in all stock market history—and it delivered stellar global gains once again. Whilst sector skew limited ASX returns somewhat, the index still bounced nicely off 2022’s low.
By Ken Fisher, The Australian, 20/07/2023
Feeling AI anxious? Hey, you aren’t alone. A recent IPSOS survey found 69 per cent of Australian respondents are worried about artificial intelligence – the highest of 31 countries surveyed. Yet another camp sees AI as an express ticket to riches – the next dot-com-style boom. Which is it?
By Ken Fisher, The Australian, 17/04/2023
What horrors can sink stocks anew? That question plagues most minds – including mine – after awful 2022 and March’s bank scare. But mine aren’t hotly hyped fears like those, which are widely watched and largely pre-priced.
By Ken Fisher, The Australian, 14/03/2023
What happened to skyrocketing oil? For months after Russia’s Ukraine invasion, forecasts of shortages driving ever-higher oil and gas prices proliferated in Australia and globally. Now? Raw energy prices have stalled or are dropping. Storage tanks are mostly full as production booms.
By Ken Fisher, The Australian, 15/01/2023
Last year's fear fest and global bear market has many dreading more ahead. But this mentality primes the ASX and global stocks and bonds to shock almost everyone in a bull market bringing 15, 20, 25 per cent gains. Maybe more! Sound crazy? Let me explain.
By Ken Fisher, The Australian, 18/12/2022
What do you see? Recession warnings? Energy and Inflation fears? Geopolitical turmoil? You can't miss the onslaught of terrible headlines - one blinding investors from Darwin to Dubbo.
By Ken Fisher, The Australian, 13/11/2022
Do you buy the bounce? World stocks and the ASX have climbed since October’s start, but many doubters foresee a suffocating swirl of headwinds hampering markets not only in Q4 and 2023, but throughout the 2020s. They predict ongoing inflation, geopolitical rancour and profligate government spending will render a lost decade of stagnant returns, necessitating radical portfolio changes. Codswallop.
By Ken Fisher, The Australian, 16/10/2022
Surprise! As you know, the Reserve Bank made headlines with early October’s shockingly small, quarter-point rate hike – flummoxing commentators who expected a bigger move to fight decades-high inflation.
By Ken Fisher, The Australian, 18/09/2022
Will China’s chill imperil Australia’s economy while sinking the ASX and world stocks? Commentators from Wollongong to Washington fear China’s real estate turmoil and “Zero Covid-19” measures are impeding not only its growth, but the entire world’s. After all, isn’t China the growth engine?