「和平が崩れたらどうする」の悲観論は強気相場の追い風、米著名投資家が語る戦争を巡る弱気論が株高材料になる理由
By Ken Fisher, Diamond Weekly, Friday, May 29, 2026
イラン情勢を巡っては、停戦協議の不透明感、ホルムズ海峡の通航リスク、原油高の長期化、日銀のインフレ警戒など、投資家の不安は尽きない。
Read MoreKen Fisher writes monthly, native language columns in major media organs around the world, including the New York Post in the United States; The Daily Telegraph in the United Kingdom; The Australian Financial Review; Denmark’s leading business newspaper, Børsen; Singapore’s The Business Times; Taiwan’s Business Weekly; Caixin—often called the “Bloomberg of China”; Israel’s Calcalist; South Korea’s largest business paper, Chosun Weekly Biz; Japan’s Diamond Weekly; France’s largest business newspaper, Les Echos, and L’Opinion; Spain’s largest business website and newspaper, elEconomista; India's Eenadu (Telugu) and Vijayavani (Kannada); Saudi Arabia’s Al Eqtisadiah; Mexico’s El Financiero; Germany’s Focus Money; Canada’s most read newspaper, The Globe and Mail; the Hong Kong Economic Journal; Argentina’s Infobae; Ireland’s Irish Independent; Portugal’s Jornal de Negócios; Belgium’s La Libre; the United Arab Emirates’ The National; Sweden’s Privata Affärer; Italy’s third largest newspaper and number one business paper, Il Sole 24 Ore; the Netherlands’ largest newspaper, De Telegraaf; and Austria’s Trend In total, his 29 unique columns span more countries in more total volume than any other columnist of any type ever.
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.
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, Diamond Weekly, Friday, May 29, 2026
イラン情勢を巡っては、停戦協議の不透明感、ホルムズ海峡の通航リスク、原油高の長期化、日銀のインフレ警戒など、投資家の不安は尽きない。
Read MoreBy Ken Fisher, Australian Financial Review, Friday, May 29, 2026
Global trade is still growing despite the alarming headlines, proving the hype around Donald Trump’s “liberation day” duties was completely overcooked.
Read MoreBy Ken Fisher, El Financiero, Friday, May 29, 2026
Las acciones han descontado la fragilidad del alto al fuego y, aun así, han subido. El bloqueo de Estados Unidos tampoco cambia mucho la situación.
Read MoreBy Ken Fisher, Børsen, Wednesday, May 27, 2026
Min om, hvorfor krigen i Iran ikke vil påvirke OMX C25, det danske eller det globale bnp i længere tid, udløste en sværm af “ja, men”.
Read MoreBy Ken Fisher, elEconomista, Wednesday, May 27, 2026
Qué ha sido del consejo de aprovechar las caídas para comprar en el mercado? Cuando las noticias sobre Irán sacudieron las bolsas en marzo, sorprendentemente, los expertos que habitualmente propugnan la estrategia de adquirir títulos a la baja para aprovechar el posterior repunte guardaron silencio. Mientras el Ibex y las bolsas mundiales rozaban el punto de la corrección, los inversores se refugiaron en el efectivo y se perdieron el rebote de abril. Ahora que el Ibex sigue zigzagueando y la bolsa mundial va al alza, muchos siguen esperando el "mejor" momento para reincorporarse al mercado.
Read MoreBy Ken Fisher, New York Post, Monday, May 25, 2026
Yes, an end to the Iran war remains elusive – but that doesn’t mean investors should wait around for it.
What if talks fail? Won’t inflation skyrocket? Shouldn’t I wait for this to pass before buying stocks? Those are key questions I have been getting as this conflict drags on. They’re understandable, but they’re also expensive.
Read MoreBy Ken Fisher, Les Echos, Monday, May 25, 2026
Cessez-le-feu fragile, détroit d'Ormuz sous tension, crainte d'une pénurie de kérosène… Tout semble indiquer que la crise iranienne va durablement plomber l'économie. Mais l'investisseur Ken Fisher assure du contraire.
Read MoreBy Ken Fisher, Calcalist, Sunday, May 24, 2026
רבים הסתייגו מטענתי שהמלחמה לא תפגע בשוק. העבר מלמד שזינוק מתרחש בשיא החשש. טיעוני "כן, אבל" משקפים פסימיות, וזה תומך בעליות
Read MoreBy Ken Fisher, Vijayavani, Saturday, May 23, 2026
ಇರಾನ್ ಯುದ್ಧದಿಂದ ಉಂಟಾದ ಇಂಧನ ಕೊರತೆ, ಕರ್ನಾಟಕದ ಆರ್ಥಿಕತೆಗೆ ಭಾರಿ ಹೊಡೆತ ನೀಡಲಿದೆ ಎಂಬ ಭೀತಿಯು ಉತ್ಪ್ರೇಕ್ಷೆಯಿಂದ ಕೂಡಿದ್ದು ಎಂದು ಸಾಬೀತಾಗಿದೆ. ಜಾಗತಿಕ ತೈಲ ಉತ್ಪಾದನೆ ಹೆಚ್ಚುತ್ತಿದೆ. ಪರ್ಯಾಯ ಮಾರ್ಗಗಳೂ ಸಿದ್ಧವಾಗುತ್ತಿವೆ. ಇದರಿಂದಾಗಿ ಹೊರ್ಮುಜ್ ಜಲಸಂಧಿಯ ಮೇಲಿನ ಅವಲಂಬನೆ ಕಡಿಮೆಯಾಗುತ್ತಿದೆ.
Read MoreBy Ken Fisher, Caixin, Friday, May 22, 2026
霍尔木兹海峡依然处于封锁状态,和平协议遥遥无期,美以伊战争引发了诸多悲观疑虑:“和谈一旦破裂将如何收场?”“全球通胀是否会一飞冲天?”“是不是应该等尘埃落定再买入股票?”
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