Why Inflationphobia Is Way Over Inflated
By Ken Fisher, Real Clear Markets, 06/10/2021
Does inflation doom loom? After all, the Fed’s humongous monetary “stimulus” exploded the money supply.
Read MoreBy Ken Fisher, Real Clear Markets, 06/10/2021
Does inflation doom loom? After all, the Fed’s humongous monetary “stimulus” exploded the money supply.
Read MoreBy Ken Fisher, De Telegraaf, 06/08/2021
Zullen de belastingverhogingen aandelen raken? Veel mensen verwachten dat de belastingverhogingen die de Amerikaanse president JoeBiden wil doorvoeren grote problemen veroorzaken aan beide kanten van de Atlantische Oceaan.
Read MoreBy Ken Fisher, elEconomista, 06/07/2021
La mayoría de los analistas afirma que el liderazgo de las acciones tecnológicas ha terminado, alegando que las campañas de vacunación, la reactivación de la actividad económica, el alza de los tipos de interés y la amenaza de la inflación remacharán los clavos de su ataúd. Se argumenta que su declive observado hasta la fecha en todo el mundo frente a otros sectores, como el energético y el financiero, revela qué les depara el futuro. Quizá sea así, pero creo que no es más que un amago a la baja antes de que recobren el protagonismo.
Read MoreBy Ken Fisher, Børsen, 05/29/2021
Tænk tilbage på sidste efterår. Eksperterne advarede om kronens og euroens styrke over for den forventede udvikling i dollaren og hævdede, at det var et varsel om fald i markedet. Den efterføl-gende stigning i dollaren viste, at valutamarkederne ikke var tilstrækkeligt forudseende. Nu – efter dollarens stigning i 1. kvartal – fokuserer eksperterne i overdreven grad på frygten for flere valu-takursudsving.
Read MoreBy Ken Fisher, Real Clear Markets, 05/27/2021
Most pundits believe Tech’s leadership run is done, claiming vaccine rollouts, re-openings, rising interest rates and looming inflation drive the nails in its coffin. They point to Tech’s year-to-date lag globally versus areas like Energy and Financials—arguing that trend will last. Maybe! But I think it is all just a countertrend head fake before Tech’s roll resumes.
Read MoreBy Ken Fisher, LinkedIn, 05/26/2021
Is inflation devastation impending? The Fed’s humongous monetary “stimulus” exploded the quantity of money. Uncle Sam deployed nearly $3 trillion in COVID relief last year, another $1.9 trillion this year—and $4 trillion more in spending is under discussion. With all this sloshing, splashing and flashing around an economy already nudging prelockdown levels, pundits near-universally envision increased inflation. But two “Maybe Nots”:
Read MoreBy Ken Fisher, De Telegraaf, 05/24/2021
Eind vorig jaar waarschuwden deskundigen voor de rampzalige impact van de sterke euro op de aandelenmarkt. De daaropvolgende forse stijging van de aandelenkoersen bewees dat ontwikkelingen op de valutamarkt niets zeggen over de toekomst.
Read MoreBy Ken Fisher, elEconomista, 05/17/2021
¡Cuidado, inversores!, claman los analistas ante los desorbitados planes del presidente Biden para subir los impuestos, augurando serias dificultades a la economía mundial y a la renta variable en ambas orillas del Atlántico, España incluida; unos planes que dudo que se implanten en todo su alcance, pero que tampoco afectarían a las acciones si así fuera. Veamos por qué.
Read MoreBy Ken Fisher, Real Clear Markets, 05/03/2021
Many pundits warn China’s debt woes doom it’s post-COVID recovery-- and that of the world. They point to high-profile corporate defaults and downgrades cascading into a debt tsunami destined to reverberate globally—especially with China reducing stimulus. But that isn’t just wrong, it’s backwards.
Read MoreBy Ken Fisher, Real Clear Markets, 04/14/2021
Remember last summer? Pundits warned the falling dollar foretold economic and market doom? Continued growth and surging stocks proved notions of greenback prescience were phooey. Now, doomers fear the reverse: a rising dollar—claiming it signals a stalling global recovery—and looming danger for US stocks. More hogwash.
Read MoreBy Ken Fisher, elEconomista, 04/12/2021
El tenso comienzo de legislatura en EEUU, los cuantiosos planes de gasto y las subidas de impuestos del presidente Joe Biden, el culebrón italiano y, por supuesto, la onda expansiva de la bronca en Murcia que ha llegado a la Comunidad de Madrid, donde Pablo Iglesias espera ocupar algún puesto tras dejar la vicepresidencia del Gobierno: todas estas noticias evidencian que el ruido acapara los titulares y la atención de los inversores, pero no dejan de ser palabrería.
Read MoreBy Ken Fisher, LinkedIn, 03/31/2021
Pundits are crowing—arguing Tech’s year-to-date lag marks the start of a major market shift. Yes, again. To them, this time is for sure. They say vaccine rollouts, fast-approaching re-openings and rising interest rates killed the sector’s pandemic-era dominance—bad news for investors with big tilts toward the Tech-heavy S&P 500. Maybe! I’d bet not.
Read MoreBy Ken Fisher, Børsen, 03/28/2021
Har du hørt dette før? Den langsomme vaccineudrulning i Europa vil lægge en dæmper på den økonomiske aktivitet og få overophedede aktier til at falde på grund af skuffelse blandt investorerne. Dett...
Read MoreBy Ken Fisher, De Telegraaf, 03/23/2021
Kende u deze al? De trage uitrol van het vaccinatieprogramma in Europa zal de economie belemmeren, waardoor oververhitte aandelenkoersen uit teleurstelling zullen dalen.
Read MoreBy Ken Fisher, Il Sole 24 Ore, 03/20/2021
Quando una notizia è ampiamente diffusa, tutti ne sono a conoscenza. Chi voleva operare sul mercato facendo leva su quella notizia, lo ha già fatto
Read MoreBy Ken Fisher, Real Clear Markets, 03/12/2021
The Green New Deal. Medicare for All. Huge income and capital gainstax hikes. Wealth taxes. These policy ideas, and similar others, plagued many investors since 2020’s election campaign kicked off. Now, halfway through the Democrat-“controlled” government’s first 100 days, the recent debate over the administration’s $1.9 trillion COVID aid package showed you again those extreme ideas stand no chance. Gridlock rules Washington—a positive for stocks.
Read MoreBy Ken Fisher, elEconomista, 03/09/2021
Habrá oído que la demora en la distribución de las vacunas en Europa lastrará la economía y, fruto de la desilusión, hundirá sus infladas acciones...
Read MoreBy Ken Fisher, Real Clear Markets, 03/01/2021
Heard this one yet? British and American value stocks are set to surge as swift vaccine rollouts accelerate reopening. How could you not? This theory, or versions of it, gobsplatter financial airwaves everywhere. But acting on this forgets one key timeless lesson 2020’s stock market taught: the more headlines hype something, the more you know markets already weighed it—and moved on past it.
Read MoreBy Ken Fisher, LinkedIn, 03/01/2021
Value bulls claim COVID vaccines and approaching business reopenings mean this is just the start of a long run—and that economically sensitive value stocks are poised for their typical, lengthy early bull market boom. Maybe. But I don’t think so, and I don’t think it much matters. Why? Let me explain.
Read MoreBy Ken Fisher, Børsen, 02/25/2021
Vi er længere fremme i det nuværende bull-marked, end de fleste måske tror, og derfor bør du som investor forholde dig i ro.
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