Fisher Investments MarketMinder

MarketMinder is an online magazine bringing you economic and financial news analysis daily. Fisher Investments analysts scour hundreds of news sources to bring you the most pertinent and influential news of the day, providing insight and analysis to help you discern the 'noise' from the 'news' and ultimately make better investing decisions. MarketMinder opinions and analysis are based on the core philosophy of Fisher Investments.

Cover Stories

Fisher Investments Editorial Staff
Market Cycles

All-Time Highs … and Still Undervalued?

By, 05/21/2013

Stocks don’t need gangbusters economic growth in order to keep marching higher.

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Fisher Investments Editorial Staff
Politics

The Return of the Debt Ceiling

By, 05/20/2013

If no calamity or even remotely negative consequence ensued from suspending the debt ceiling for three months, why should it return?

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Columns

Elisabeth Dellinger
The Global View

Lessons from Bangladesh

By, 05/20/2013

What’s the best way to prevent another catastrophic factory collapse?

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Research Analysis

Scott Botterman
Into Perspective

What to Expect From Italy’s New Government

By, 05/01/2013

A look at Italy’s new government and its likely policy agenda.

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Book Reviews

Michael Hanson

Coolidge

By, 03/14/2013

An austere president in budget—and persona.

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Today's News Round-Up

Sensible Stories
By , The Washington Post, 05/20/2013

MarketMinder's View: After much debate, the US gave an LNG export terminal permission to send LNG to Japan. In our view, this is a win for all involved as cheaper natural gas should help Japan combat rising energy costs (post-Fukushima) and US firms can potentially reap higher profits by selling into pricier foreign markets.

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Market Misperceptions
By , The Wall Street Journal, 05/20/2013

MarketMinder's View: In our view, there’s no “cognitive dissonance” between low Treasury yields and high stock prices. Yields are artificially low due to the Fed, and stocks are rising in sympathy with corporate earnings. And 12-month trailing and forward P/Es—which are far more relevant than the 10-year trailing P/E used here—remain low by historical standards, suggesting investors don’t fully appreciate how strong corporate America is.

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Global Market Update

Market Wrap-Up, Mon 20 May 2013

Below is a market summary (as of market close Monday, 05/20/2013):

  • Global Equities: MSCI World (+0.4%)
  • US Equities: S&P 500 (-0.1%)
  • UK Equities: FTSE 100 (GBP) (+0.5%)
  • Best Country: Japan (+1.9%)
  • Worst Country:  United States (-0.1%)
  • Best Sector: Energy (+0.9%)
  • Worst Sector: Health Care (-0.2%)
  • Bond Yields: 10-year US Treasurys rose 0.01 to 1.97%.