By Ken Fisher, Real Clear Markets, Monday, October 12, 2020
Straight ahead of us, just weeks, this young bull market gets a boost from almost entirely unexpected quarters: America’s election. Sound crazy? Before having me committed, let me explain.
By Ken Fisher, LinkedIn, Monday, October 5, 2020
As the 2020 presidential election nears, there is plenty of concern about how markets will behave.
By Ken Fisher, Real Clear Markets, Friday, September 25, 2020
Tech is tanking, so bye-bye bull market—that’s logic many pundits peddled ever since the FANGs and big name Tech stocks started September’s swoon. They claim Tech fueled the market’s post-March rise--so what kills Tech, kills this young bull market, too. It sounds compelling. But it’s wrong. This global rebound—and Tech’s leadership in it—is far more durable than most fathom. Here’s why.
By Ken Fisher, LinkedIn, Tuesday, September 15, 2020
How the market reacts to presidential elections boils down to confirmation bias, uncertainty and the market’s natural job of pre-pricing. Let me explain.
By Ken Fisher, Real Clear Markets, Thursday, September 3, 2020
Depending on who you ask, value stocks are set to soar….or dead as a doornail. Value’s tub-thumpers say growth stocks’ decade-plus dominance can’t endure—particularly with value’s penchant for zooming early in bull markets. Disbelievers argue Big Tech’s supremacy alongside private equity and indexing’s rise seal value’s casket. Wrong and wrong. Value isn’t dead. But the 2020 bear market’s peculiarities make a nearterm comeback unlikely. Here’s why.
By Ken Fisher, Real Clear Markets, Tuesday, August 25, 2020
The dollar knows! So say the many pundits now calling the dollar’s recent slide a canary in the coalmine for America’s economy and stocks. That’s really stupid.
By Ken Fisher, LinkedIn, Friday, August 21, 2020
The S&P 500 closed at a record high on Tuesday, just five months after falling into bear market territory due to the government-imposed economic lockdowns put in place to slow the spread of coronavirus.
By Ken Fisher, Real Clear Markets, Thursday, July 30, 2020
Republicans believe Joe Biden winning will whack stocks. Democrats presume re-electing Donald Trump is double trouble. A clear secret: they’re both wrong.
By Ken Fisher, LinkedIn, Wednesday, July 29, 2020
The global stock surge since March’s bottom confounds investors and pundits who envision the market as disconnected from reality. No, it is they that are disconnected—from how the market actually works.
By Ken Fisher, Real Clear Markets, Friday, July 10, 2020
How can you gain an investing edge? That timeless question has confounded investors almost forever. Many fixate on data, thinking quick data access mines magical statistical relationships. “Quantitative” fund managers run vast sums on this premise. It isn’t just them: Belief in data’s dominance abounds.