Why Inflationphobia Is Way Over Inflated
By Ken Fisher, Real Clear Markets, Thursday, June 10, 2021
Does inflation doom loom? After all, the Fed’s humongous monetary “stimulus” exploded the money supply.
Read MoreKen Fisher is a regular contributor to several publications, including Germany’s Focus Money; Denmark’s leading business newspaper, Børsen; the Netherland’s largest newspaper, De Telegraaf; Switzerland’s leading business paper, Handelszeitung; Spain’s largest business website and newspaper, elEconomista; Italy’s third largest newspaper and number one business paper, Il Sole 24 Ore; France’s L’Opinion; Belgium’s La Libre; Austria’s Trend; Caixin—often referred to as the Bloomberg of China; the Hong Kong Economic Journal; Taiwan’s Business Weekly; South Korea’s largest business paper, Chosun Mint; and Japan’s Diamond Weekly.
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, Real Clear Markets, Thursday, June 10, 2021
Does inflation doom loom? After all, the Fed’s humongous monetary “stimulus” exploded the money supply.
Read MoreBy Ken Fisher, De Telegraaf, Tuesday, June 8, 2021
Zullen de belastingverhogingen aandelen raken? Veel mensen verwachten dat de belastingverhogingen die de Amerikaanse president JoeBiden wil doorvoeren grote problemen veroorzaken aan beide kanten van de Atlantische Oceaan.
Read MoreBy Ken Fisher, elEconomista, Monday, June 7, 2021
La mayoría de los analistas afirma que el liderazgo de las acciones tecnológicas ha terminado, alegando que las campañas de vacunación, la reactivación de la actividad económica, el alza de los tipos de interés y la amenaza de la inflación remacharán los clavos de su ataúd. Se argumenta que su declive observado hasta la fecha en todo el mundo frente a otros sectores, como el energético y el financiero, revela qué les depara el futuro. Quizá sea así, pero creo que no es más que un amago a la baja antes de que recobren el protagonismo.
Read MoreBy Ken Fisher, Børsen, Saturday, May 29, 2021
Tænk tilbage på sidste efterår. Eksperterne advarede om kronens og euroens styrke over for den forventede udvikling i dollaren og hævdede, at det var et varsel om fald i markedet. Den efterføl-gende stigning i dollaren viste, at valutamarkederne ikke var tilstrækkeligt forudseende. Nu – efter dollarens stigning i 1. kvartal – fokuserer eksperterne i overdreven grad på frygten for flere valu-takursudsving.
Read MoreBy Ken Fisher, Real Clear Markets, Thursday, May 27, 2021
Most pundits believe Tech’s leadership run is done, claiming vaccine rollouts, re-openings, rising interest rates and looming inflation drive the nails in its coffin. They point to Tech’s year-to-date lag globally versus areas like Energy and Financials—arguing that trend will last. Maybe! But I think it is all just a countertrend head fake before Tech’s roll resumes.
Read MoreBy Ken Fisher, LinkedIn, Wednesday, May 26, 2021
Is inflation devastation impending? The Fed’s humongous monetary “stimulus” exploded the quantity of money. Uncle Sam deployed nearly $3 trillion in COVID relief last year, another $1.9 trillion this year—and $4 trillion more in spending is under discussion. With all this sloshing, splashing and flashing around an economy already nudging prelockdown levels, pundits near-universally envision increased inflation. But two “Maybe Nots”:
Read MoreBy Ken Fisher, De Telegraaf, Monday, May 24, 2021
Eind vorig jaar waarschuwden deskundigen voor de rampzalige impact van de sterke euro op de aandelenmarkt. De daaropvolgende forse stijging van de aandelenkoersen bewees dat ontwikkelingen op de valutamarkt niets zeggen over de toekomst.
Read MoreBy Ken Fisher, elEconomista, Monday, May 17, 2021
¡Cuidado, inversores!, claman los analistas ante los desorbitados planes del presidente Biden para subir los impuestos, augurando serias dificultades a la economía mundial y a la renta variable en ambas orillas del Atlántico, España incluida; unos planes que dudo que se implanten en todo su alcance, pero que tampoco afectarían a las acciones si así fuera. Veamos por qué.
Read MoreBy Ken Fisher, Trend, Tuesday, May 4, 2021
Gastkommentar vom Investment-Experten Ken Fisher: Die Börsen werden noch weiter steigen. Anleger sollten jedoch nicht in eine grenzenlose Euphorie verfallen. Und vor einem eventuellen Verkauf die Dreimonatsregel beachten: Nie verkaufen wenn es nicht drei Monate vorher höhere Kurse gab.
Read MoreBy Ken Fisher, Real Clear Markets, Monday, May 3, 2021
Many pundits warn China’s debt woes doom it’s post-COVID recovery-- and that of the world. They point to high-profile corporate defaults and downgrades cascading into a debt tsunami destined to reverberate globally—especially with China reducing stimulus. But that isn’t just wrong, it’s backwards.
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