美國銀行業危機似是而非
By Ken Fisher, Hong Kong Economic Journal, Friday, June 2, 2023
許多人認為,自今年3月以來,美國3家銀行:矽谷銀行(SVB)、Signature Bank、第一共和銀行 (FRB)「創紀錄」倒閉,預警2008年金融危機重演。錯了,歷史及新出爐數據均顯示,銀行業「危機擴散」並非真正風險,美國政府的監管才是。但即使這樣,政府實施監管的風險亦並非迫在眉睫。
Read MoreKen Fisher is a regular contributor to several publications, including the New York Post in the United States; Australia’s most read newspaper, The Australian; Denmark’s leading business newspaper, Børsen; Singapore’s The Business Times; Taiwan’s Business Weekly; Caixin—often called the “Bloomberg of China”; South Korea’s largest business paper, Chosun Mint; the Netherlands’ largest newspaper, De Telegraaf; Japan’s Diamond Weekly; Spain’s largest business website and newspaper, elEconomista; Germany’s Focus Money; Canada’s most read newspaper, The Globe and Mail; Switzerland’s leading business paper, Handelszeitung; the Hong Kong Economic Journal; Italy’s third largest newspaper and number one business paper, Il Sole 24 Ore; France’s L’Opinion; Belgium’s La Libre; the United Arab Emirates’ The National; and Austria’s Trend..
Ken is perhaps best known for his "Portfolio Strategy" column in Forbes magazine, which ran from 1984 through 2016, making him the longest continuously running columnist in Forbes’ history. You can navigate the full history of Ken Fisher’s market calls through his writings in Forbes via the Ken Fisher interactive timeline.
Not all past forecasts were, nor future forecasts will be, as accurate as those presented here. Forecasts are Ken Fisher's personal forecasts of the overall market as published in Forbes and do not represent the performance of Fisher Investments. Past performance is no guarantee of future returns. Investing in securities involves the risk of loss.
By Ken Fisher, Hong Kong Economic Journal, Friday, June 2, 2023
許多人認為,自今年3月以來,美國3家銀行:矽谷銀行(SVB)、Signature Bank、第一共和銀行 (FRB)「創紀錄」倒閉,預警2008年金融危機重演。錯了,歷史及新出爐數據均顯示,銀行業「危機擴散」並非真正風險,美國政府的監管才是。但即使這樣,政府實施監管的風險亦並非迫在眉睫。
Read MoreBy Ken Fisher, L'Opinion, Wednesday, May 31, 2023
Les valeurs françaises du luxe sont-elles devenues trop luxueuses? Leurs confortables marges, leur insensibilité à l’inflation, conjuguées à l’effervescence liée à la réouverture de la Chine, ont ravi les investisseurs en 2023, boostant le CAC40 et les marchés de la zone euro tout en créant une bulle des valorisations du secteur.
Read MoreBy Ken Fisher, Focus-Money, Wednesday, May 31, 2023
Auch wenn ich für 2023 grundsätzlich optimistisch bleibe, lohnt es sich, nach Risiken für die Aktienmärkte Ausschau zu halten. Nicht die heiß diskutierten Probleme, die schon gründlich eingepreist sind, sondern die überraschenden Torpedos. Einige davon lauern schon. Sie sind noch nicht im Anflug, aber das kann sich schnell ändern. Folgendes sollten wir im Blick behalten:
Read MoreBy Ken Fisher, Trend, Friday, May 26, 2023
Was meine Stimmung 2023 trübt, sind verborgene Risiken; auch wenn sich aktuell nichts abzeichnet. Aber das kann sich schnell ändern.
Read MoreBy Ken Fisher, Friday, May 26, 2023
The US House Speaker says there's been progress in the talks about a deal to raise the government debt limit for two years, and that negotiations with the White House will continue...
Read MoreBy Ken Fisher, Børsen, Thursday, May 25, 2023
Selv hvis du er dårlig til timing, udvikler aktier sig som regel til din fordel. Det samme gælder ikke for guld
Read MoreBy Ken Fisher, Fox Business, Thursday, May 25, 2023
Fisher Investments Chairman and founder Ken Fisher argues while a negative credit rating is 'still scary,' the ending will result in everything being 'okay.'
Read MoreBy Ken Fisher, Chosun Ilbo, Thursday, May 25, 2023
한국의 최대 수출 파트너인 중국의 리오프닝은 기대만큼 경제 성장에 활력을 불어넣지 못했다. 앞으로는 어떨까?
Read MoreBy Ken Fisher, New York Post, Sunday, May 21, 2023
Is there really some banking crisis? In March, I told you Silicon Valley and Signature Bank were isolated episodes—not systemic threats. First Republic’s subsequent demise and plunging regional bank stocks furthered fears of an imploding domino effect. Yet these episodes and emerging data reinforce my point.
Read MoreBy Ken Fisher, De Telegraaf, Saturday, May 20, 2023
Een klein raadsel om mee te beginnen: wat is volatieler dan aandelen, maar levert desondanks minder rendement op dan obligaties? Komt u er niet uit? Het antwoord is goud. Ja, dat legendarische edelmetaal dat historische hoogtepunten bereikt. Op Google wordt er steeds meer gezocht op 'goud kopen'. In talloze mediapublicaties en prognoses worden er gouden tijden verwacht voor het edelmetaal. Maar wees gewaarschuwd: wilt u dat uw goud een goed rendement oplevert? Dan moet uw timing feilloos zijn, anders wordt het een lange, moeizame worsteling. Als het u niet lukt om aandelen te timen, die veel vaker stijgen dan dalen, brand uw handen dan vooral niet aan goud. Dat raad ik niet zomaar af.
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