Articles by Luke Puetz

Luke is a Research Analyst at Fisher Investments and has been with the firm since 2005.

Rising US Unemployment Isn’t a Recovery Dealbreaker

Having 22 million Americans newly out of work is awful, but unemployment isn’t a forward-looking market indicator.

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Four (of Many) Reasons to Be Bullish

A few signs the market probably isn’t peaking.

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Thoughts on Yield Curve Inversion

Why an inverted yield curve isn’t a hair trigger for stocks.

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S&P 500 Performance Around the Past 14 Midterm Elections

History shows a weak start to the midterm season doesn’t prevent a historically bullish phenomenon from materializing.

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Weak Auto Sales Are Normal Late in Bull Markets

Falling auto sales shouldn’t threaten the bull market.

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US-China Tariff Update

What to make of the latest tariff threats between the US and China.

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US Housing Update

Recent US housing data show how high prices alone don’t mean true asset bubbles.

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Your Obligatory Tariff Update

Even with the latest developments, the trade spat with China likely remains too small to wallop the bull market.

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Some Things People Miss About These China Tariffs

All else equal, nothing here appears problematic for global markets in isolation.

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Scaling Tariffs and Reviewing History

When put in proper context, the pending steel and aluminum tariffs likely have much less bite than most fear.

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