Ken Fisher in "The Globe and Mail"

Don't be fooled by gold's glitter

By Ken Fisher, The Globe and Mail, 17-05-2023

Time to buy gold? As the legendary metal nears all-time highs—and headlines project more ahead—it may seem intriguing. But beware: Gold is more volatile than stocks, with lower long-term returns than bonds. It requires impeccable market timing—otherwise, it is a drag. If you can’t time stocks, which rise far more often than fall, don’t try gold. Consider these factst dulling gold’s glitter.

Higher bond yields don't sink stocks, such thinking is folly

By Ken Fisher, The Globe and Mail, 21-04-2023

For over a decade, bears claimed puny interest rates were the sole reason stocks soared, saying investors had no viable alternative. They see global central banks’ rate hikes ending that. Fallout from failures at Credit Suisse and U.S. regional banks further fan those fears. But such thinking is folly. Interest rates don’t rule stocks. Here is why.

Ken Fisher: Don’t believe this myth about bond yields and stock prices

By Ken Fisher, The Globe and Mail, 21-04-2023

For over a decade, bears claimed puny interest rates were the sole reason stocks soared, saying investors had no viable alternative. They see global central banks’ rate hikes ending that. Fallout from failures at Credit Suisse and U.S. regional banks further fan those fears. But such thinking is folly.

Ken Fisher: These hidden risks to the TSX and global stocks worry me even more than bank contagion and the Fed

By Ken Fisher, The Globe and Mail, 16-03-2023

Silicon Valley Bank sunk! Contagion in European bank fears. The Fed fright. Inflation raging! What horrors can sink stocks anew?

Rate hikes or none, investors needn't sweat the Bank of Canada

By Ken Fisher, The Globe and Mail, 22-01-2023

Are Bank of Canada rate hikes sunsetting soon? Economists and commentators wonder, as the central bank's inaugural 2023 meeting nears.

The shock and awe 2023 global market rebound approaching

By Ken Fisher, The Globe and Mail, 30-12-2022

Almost no one expects it. That makes it more likely – and powerful. And shocking. Whether 2023 starts strong or weak, abundant unappreciated forces support a stealth stock and bond bull market. The S&P/TSX Composite and world stocks should rise double digits, 15 to 35 per cent – maybe more. Why? How? While pessimism reigns from Kitchener to Kamloops, that naysaying negativity makes it easier for expectations to be exceeded by forces now in play. Whenever dour expectations exceed later realities, securities eventually rise.

Ken Fisher: This Is Why I Think The Inflation War Has Been Won

By Ken Fisher, The Globe and Mail, 24-11-2022

Will inflation ever cool?

Whatever you think caused all this hot inflation, stealthy signs signal it may have crested – bringing huge relief that should help the TSX and global stocks. Let me show you by comparing input costs with final inflation.

Halloween, the dollarization of terror, unsafe havens and stocks

By Ken Fisher, The Globe and Mail, 21-10-2022

Boo! Halloween approaches fast. And markets look comparably ghostly and ghastly. Both world stocks, bogged in a bear market, and the TSX flounder near summertime lows. Consensus opinions fear worse. “Capitulation” – that cascading panic-selling common as bear markets end – hasn’t come.

Midterm magic just ahead to goose Canadian stocks

By Ken Fisher, The Globe and Mail, 22-09-2022

The Bank of Canada’s rate hikes, galloping inflation despite plunging housing prices, fading commodity tailwinds - these and more have commentators shrieking recession looms, dooming the TSX. Think again.