Articles by Timothy Schluter

Timothy is a Research Analyst at Fisher Investments and has been with the firm since 2004.

Rational Optimism About Big Tech

Fears of Tech bubble 2.0 miss the mark by fixating on valuations and not adding broader perspective.

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Bank of Japan Beefs Up Policy With Three More Letters

The Bank of Japan's latest monetary gimmick doesn't change much.

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The Bank of Neverland

The Bank of Japan's latest attempt at stimulus probably won't do much.

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The Unexpected China Offset

Slowing Chinese economic growth is being offset by an ignored-but-accelerating eurozone.

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The Definition of Surprise Power

Because US involvement in Syria is being weighed publicly the world over, it is unlikely to carry enough shock or surprise power to materially affect stocks.

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May 2013 Japanese Trade Update

An increase in Japanese export values doesn’t mean Japan’s quantitative easing program (QE) is working.

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March 2013 Japanese Trade Update

Perhaps the weakened yen’s stimulative impact is pending, but there are few signs of it in March trade data.

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A Look at Japan’s Energy Reforms

Yen weakness and expensive energy imports may be the catalyst for energy market deregulation in Japan—an important step to regaining economic competitiveness.

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Industry Watch: The Growing Diabetes Risk

Firms that can meet a growing global health risk are poised to benefit.

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Japan: Can’t We All Just Get Along?

America isn’t the only nation that makes political hay over budgetary stalemates.

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