By Ken Fisher, elEconomista, Friday, July 26, 2024
La paz mundial, los dónuts sin calorías y los políticos sensatos son ejemplos de quimeras. Como los planes de inversión que prometen un crecimiento similar al de la renta variable y, al mismo tiempo, la conservación del capital.
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By Ken Fisher, Chosun Ilbo, Thursday, July 25, 2024
인공지능(AI) 열풍 속에서 테크주가 올해 가장 뜨거운 섹터란 사실은 놀랍지 않다. 그런데 글로벌 주식 시장을 밀어 올린 강력한 2위 섹터인 ‘커뮤니케이션 서비스’는 잘 알려져 있지 않다. 과연 이것은 무엇일까? 강세를 이어나갈 수 있을까? 그렇기도 하고 아니기도 하다. 테크 같은 기업과 전통적인 통신사가 혼재된 이 섹터는 산업적·지형적 변화를 담고 있다.
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By Ken Fisher, Infobae, Wednesday, July 24, 2024
Ante el alza de la bolsa argentina de un 65% en pesos y un 54% en dólares desde mediados de marzo (dividendos excluidos), la tentación de invertir en el país es cada vez mayor, ¿pero qué puede pasar?
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By Ken Fisher, The Australian, Sunday, July 21, 2024
It comes as little surprise that tech is 2024’s top-performing global sector amid AI hype and hope. But the little-known communication services sector is right behind, boosting global stocks’ 15.4 per cent returns through to July 5 – with its absence Down Under partly explaining the ASX’s lag. So what is communication services? Where can Aussies shop for it? And can its hot run last? Yes … and no. This sector’s odd mix of growthy, tech-adjacent firms and old stodgy telecom tells a tale of diverging industries. Let me explain.
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By Ken Fisher, New York Post, Sunday, July 21, 2024
Inflation! Jobs! Deficits! Tariffs! Regulation! Tax cuts! Tax hikes!
Yes – there are plenty of economic questions to worry about when it comes to the 2024 election – and that’s aside from which candidate is getting shot at and which is confusing his opponent with his running mate.
So what does all the outsize election drama mean for stocks?
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By Ken Fisher, Caixin, Thursday, July 18, 2024
我在对2024年的展望中预测,今年全球股市将表现强劲。截至目前,现实与我的预期相符。2024年上半年,全球股市回报率达到16.0%,有望实现一整年的强劲增长。很多人认为,今年股市涨势太高、太快。然而,股市还将进一步上涨,这种“涨势太高、太快”的观点正是提振股市信心的原因之一。
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By Ken Fisher, The Business Post, Thursday, July 18, 2024
Shocking no one, tech is 2024’s top-performing global sector amidst AI hype and hope. But the less-seen and little-known communication services sector is right behind—boosting global stocks during the Iseq’s early-summer swoon. So what is it? And can its hot run last?
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By Ken Fisher, The Globe and Mail, Thursday, July 18, 2024
Tax Big Tech from Toronto to Timbuktu? Break it to bits? Pandering politicians worldwide claim tech’s behemoths are too dominant – and that requires regulatory crackdowns. You hear Canadian regulators touting international tech taxes They aren’t alone. European politicians yapped endlessly about “fixes” during the run-up to recent European Union elections. America’s looming November vote fans similar break-up-the-biggies talk.
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By Ken Fisher, Diamond, Wednesday, July 10, 2024
米国株は上昇を続け、懐疑的な人々を物ともせず、私が昨年12月に予想した通り(『24年の米国株、「目下の強気相場は終わらない」と米著名投資家ケン・フィッシャー氏が断言する理由』)、好リターンを見せている。
米S&P500株価指数は今年5月末までに米ドルベースで11.3%上昇し、世界株の9.5%上昇をけん引した。為替市場における日本円の妙な動きを無視しても、日本株は順調に上昇している――米ドルベースで7.0%だ。さらなるリターンが待っている――米国や日本、そして至る所で。
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By Ken Fisher, Privata Affärer, Monday, July 8, 2024
Vilken sektor har gått bäst globalt 2024? Nu när AI är stekhett gissar många säkert på tech. Tech ligger mycket riktigt först, men bara knappt. Strax bakom, med alla andra långt på efterkälken, är kommunikationstjänster. Så vad är det här för sektor? Och kommer den fortsätta gå starkt? Det frågar sig miljardären Ken Fisher i sin andra krönika för Privata Affärer.
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