Fisher Investments Editorial Staff
Geopolitics

The Four Corners

By, 12/30/2008
What should investors be vigilant of now? Look abroad. read more
Fisher Investments Editorial Staff
Forecasting

What You See May Not Be What You Get

By, 12/29/2008
Those seeing negative economic data today should remember the stock market prices in future expectations.read more
Fisher Investments Editorial Staff
Capitalism

Fisher Investments MarketMinder: Shifted Balance

By, 12/26/2008
During crises, it's not surprising to see balance shift in favor of government over capitalism. But ultimately, capitalism, not government, drives most economic progress.read more
Fisher Investments Editorial Staff
US Economy

Globalization’s Sequel Is Safe

By, 12/24/2008
Central banks worldwide have acted quickly, aggressively, and more or less together all year.  read more
Fisher Investments Editorial Staff
Media Hype/Myths

Toxic Mortgages: Act II?

By, 12/23/2008
Looming rate resets on various adjustable rate mortgages are causing some to fear another subprime-like fallout. read more
Fisher Investments Editorial Staff
US Economy

The Ghost of Bailouts to Come

By, 12/22/2008
The US government is spreading holiday cheer from Detroit to Main Street. read more
Fisher Investments Editorial Staff
US Economy

America’s Lost Decade?

By, 12/19/2008
The Fed's recent rate cut and announced policy of quantitative easing is causing some to compare the US now to Japan in the 1990s—we're not so sure.  read more
Fisher Investments Editorial Staff
Commodities

Oily Promises

By, 12/18/2008
Despite OPEC's pledge to cut oil production, some analysts are still predicting depressed oil prices for 2009. But such predictions typically don't hold water in the long run. read more
Fisher Investments Editorial Staff
US Economy

Still Fighting the Good Fight

By, 12/17/2008
US markets were up today as the Fed announced it would again cut rates and continue aggressively deploying its many other policy tools.  read more
Fisher Investments Editorial Staff
Media Hype/Myths

To Err Is…

By, 12/16/2008

The Madoff scandal is an unfortunate demonstration of Wall Street hucksterism, but red flags were aplenty. 

 

read more
Fisher Investments Editorial Staff
US Economy

Fresh Air’s Fleeting

By, 12/15/2008
Thursday night and Friday morning witnessed some surprisingly sane action from the Beltway—and predictably, the opposite too.  read more
Fisher Investments Editorial Staff
US Economy

Simplify, Simplify

By, 12/12/2008
The muddled US financial regulatory system exacerbated this fall's crisis—maybe it's time to simplify its structure.  read more
Fisher Investments Editorial Staff
US Economy

Seasonal Shoppers

By, 12/11/2008
Consumer spending will be subdued this holiday season, but there is some good news amid the coal lumps.read more
Fisher Investments Editorial Staff
Others

All Hail…the Car Czar?

By, 12/10/2008
After the Big Three's second trip to Washington, hats in hand, Congress is circulating a bailout plan. read more
Fisher Investments Editorial Staff
Forecasting

Days of Future Past

By, 12/09/2008
Investors can use history to help frame future expectations. read more
Fisher Investments Editorial Staff
US Economy

A Gradual Cure

By, 12/08/2008

US financial and economic health recovery will take place in steps, not in a single climactic moment.

read more
Fisher Investments Editorial Staff
Interest Rates

Deep Into the Playbook

By, 12/05/2008
In yet another attempt to address housing market concerns, the feds announced a plan hoping to aid new homebuyers and support housing prices. read more
Fisher Investments Editorial Staff
Politics

The Usual Suspects

By, 12/04/2008
President-elect Obama's economic Cabinet picks are experienced economic and political veterans—the usual suspects. read more
Fisher Investments Editorial Staff
US Economy

The Egghead Economy

By, 12/03/2008
On Monday, the National Bureau of Economic Research (NBER) officially labeled this past year a recession.read more
Fisher Investments Editorial Staff
US Economy

Help Wanted

By, 12/01/2008
Banks are learning the hard way TARP is no overnight solution. read more
Fisher Investments Editorial Staff
Monetary Policy

Our Erratic Queen

By, 11/28/2008
Rapidly falling prices have many worried about deflation.read more
Fisher Investments Editorial Staff
US Economy

Take Two

By, 11/26/2008
The Fed's willing to innovate and innovate again to succeed. read more
Fisher Investments Editorial Staff
US Economy

Citi Won’t Sink Yet

By, 11/25/2008
As expected, the federal government stepped in over the weekend with an aid package for ailing mega-bank, Citigroup. read more
Fisher Investments Editorial Staff
US Economy

Fear Strikes Financials, Again

By, 11/24/2008
Fear strikes Financials—again! read more
Fisher Investments Editorial Staff
US Economy

Little Meaning in the Muck

By, 11/21/2008
Today's volatility is sometimes hard to fathom—but some of it is surely due to existing non-fundamental pressures. read more
Fisher Investments Editorial Staff
US Economy

Presto Change-O

By, 11/20/2008
Some insurance companies are turning themselves into savings-and-loan holding companies to qualify for government funding. read more
Fisher Investments Editorial Staff
Others

With Jaundiced Eye

By, 11/19/2008
We don't deny there's plenty of trouble in the world today. But remember, there's good news too. read more
Fisher Investments Editorial Staff
Geopolitics

All Together Now

By, 11/18/2008
The leaders of the Group of 20 are hoping to prevent future financial crises.read more
Fisher Investments Editorial Staff
US Economy

Invest for the Future, Not the Present

By, 11/17/2008
During economic downturns, many wait for signs of recovery before investing. But investment decisions based on today's news only puts investors behind. read more
Fisher Investments Editorial Staff
US Economy

Plan B

By, 11/14/2008
The government has switched to "Plan B” on various rescue programs. read more
Fisher Investments Editorial Staff
US Economy

And Justice For All…

By, 11/13/2008
Some have argued the government's financial crisis cure-all has been one-sided—but a new plan seems to indicate that will soon be remedied. read more
Fisher Investments Editorial Staff
US Economy

A Motor City Mess

By, 11/11/2008
Can a government save an industry? Detroit's Big Three are hoping so. read more
Fisher Investments Editorial Staff
Investor Sentiment

Monsters Under the Bed

By, 11/06/2008
New data is helping to bring the CDS market out of the shadows. read more
Fisher Investments Editorial Staff
Politics

Down to One

By, 11/05/2008
The US elected a new president Tuesday night, removing one key uncertainty. read more
Fisher Investments Editorial Staff
US Economy

The Ultimate Leading Economic Indicator

By, 11/04/2008
The stock market is a leading economic indicator, not the other way around. read more
Fisher Investments Editorial Staff
US Economy

Months Like Years

By, 11/03/2008
The last day of October finished higher—but the month was tough for stock investors. read more
Fisher Investments Editorial Staff
GDP

Nothing’s Shocking

By, 10/31/2008
Thursday brought further global liquidity support and weak (though expected) preliminary third quarter GDP data. read more
Fisher Investments Editorial Staff
Monetary Policy

Tooling Around

By, 10/30/2008
Cutting the federal funds rate is just one monetary policy tool of many. read more
Fisher Investments Editorial Staff
US Economy

Signs of Life

By, 10/29/2008
Taken together, recent government and private sector actions are easing financial uncertainty. read more
Fisher Investments Editorial Staff
US Economy

Banking on the Government

By, 10/28/2008
What will banks participating in the Treasury's recapitalization program do with the extra funds? read more
Fisher Investments Editorial Staff
Currencies

Carried Away

By, 10/27/2008
Currency carry trades are unwinding across the globe. read more
Fisher Investments Editorial Staff
Corporate Earnings

There Are Positive Earnings

By, 10/23/2008
Despite the gloomy headlines, there are plenty of companies reporting positive earnings. read more
Fisher Investments Editorial Staff
US Economy

More Fed First Aid

By, 10/22/2008
Recently, the Fed announced more help for ailing money market mutual funds. read more
Fisher Investments Editorial Staff
Others

Gotta Love a Cheap Buffet

By, 10/20/2008
Things seem pretty bad right now—and there's plenty of trouble—but stocks have never been cheaper. Just ask the Oracle of Omaha. read more
Fisher Investments Editorial Staff
Developed Markets

Easing Goes It

By, 10/17/2008
Tight credit conditions have eased lately—a little-noticed fact. read more
Fisher Investments Editorial Staff
US Economy

Follow the Leader

By, 10/15/2008
After Monday's round of announced European government capital injections, the US countered with a plan of its own Tuesday. read more
Fisher Investments Editorial Staff
Investor Sentiment

Monday’s Swing

By, 10/14/2008
To put it lightly, this Monday was a nice change of pace. read more
Fisher Investments Editorial Staff
Market Risks

Ghosts of Lehman’s Debt

By, 10/13/2008
Could part of this past week's volatility been caused by ghosts of Lehman's debt? read more
Fisher Investments Editorial Staff
US Economy

The Paper’s Piling Up

By, 10/10/2008
In addition to an interest rate cut, the Federal Reserve this week opened a new lending facility aimed at jumpstarting the commercial paper market. read more
Fisher Investments Editorial Staff
Monetary Policy

Fighting the Financial Crisis

By, 10/09/2008
Central banks and governments around the world have taken up the call to arms. read more
Michael Hanson
Neuro-economics

Simple Choices

By, 10/09/2008
Amid the market tumult, today represents the simplest investing choice you'll ever have in your lifetime. read more
Fisher Investments Editorial Staff
US Economy

The Benefit of Bad Memories

By, 10/08/2008
Though today's financial panic may seem Great Depression-like, the real economic consequences don't have to be. read more
Fisher Investments Editorial Staff
Investor Sentiment

An Uncertain Panic

By, 10/07/2008
Markets proved volatile as governments around the world took action read more
Fisher Investments Editorial Staff
US Economy

Build a Man a Fire…

By, 10/06/2008
The Treasury's $700 billion financial rescue plan won't solve anything quickly—at least not in the way most folks think it will. read more
Fisher Investments Editorial Staff
US Economy

From Liquid to Antiques Roadshow

By, 10/02/2008
We examine the controversial topic of mark-to-market accounting—for those who forgot the details (or never knew to begin with)! read more
Fisher Investments Editorial Staff
Globalization

Study Abroad

By, 10/01/2008
At the close of a wild third quarter, and with the US Congress taking a day off, we examine global responses to recent financial events. read more
Fisher Investments Editorial Staff
US Economy

Monday’s Markets

By, 09/30/2008
After one of the largest down days in years, some new information came to light while other issues remained unresolved. read more
Fisher Investments Editorial Staff
US Economy

Politicizing the Rescue Plan

By, 09/29/2008
In the hands of politicians, the financial rescue plan has become…politicized! read more
Fisher Investments Editorial Staff
US Economy

Merely Bailout Opines, Not Call to Action

By, 09/26/2008
Many smart folks are weighing in on the government's bailout plan. Instead of hasty action, use this time to become as informed as you can. read more
Fisher Investments Editorial Staff
US Economy

Dollars for Assets

By, 09/25/2008
As Congress debates the Treasury and Fed's financial system bailout, many are concerned over its "price tag.”read more
Fisher Investments Editorial Staff
US Economy

Certainly Uncertain

By, 09/23/2008
The weekend and Monday delivered more news of material importance to financial markets. read more
Fisher Investments Editorial Staff
US Economy

Wall Street’s Wild Spirits

By, 09/22/2008
After a wild week on the Street, markets ended just about where they started.read more
Fisher Investments Editorial Staff
US Economy

A Shot in the Dark

By, 09/19/2008
Curtailing short selling is at best a regulatory shot in the dark.read more
Fisher Investments Editorial Staff
US Economy

Concerning AIG

By, 09/18/2008
The government rescue of insurance giant AIG is concerning but has its bright spots.  read more
Fisher Investments Editorial Staff
US Economy

Weekend at Lehman’s

By, 09/15/2008
On one of the worst single days in stock market history, capital markets revealed as much about their strength as their weakness. read more
Fisher Investments Editorial Staff
US Economy

Today, Resolve Trumps Timing

By, 09/12/2008
The last ten months have tested investors, but history and fundamentals say a bottom is likely near. When stocks hit bottom they'll bounce high. read more
Fisher Investments Editorial Staff
US Economy

New Rules for M&A

By, 09/11/2008
New M&A accounting and reporting standards mark a positive step toward creating seamless global markets, but pose problems for today's would-be sellers and buyers of companies.read more
Fisher Investments Editorial Staff
Investor Sentiment

Fate Accompli

By, 09/09/2008
For months, the fates of Fannie and Freddie seemed uncertain. Now, the federal takeover is a fait accompli. read more
Fisher Investments Editorial Staff
Others

The First Flake

By, 09/08/2008
US markets were down Thursday and continued to fall unchecked Friday morning on "unsettling” employment news—yet the S&P 500 finished the day up. What gives? read more
Fisher Investments Editorial Staff
Politics

Looking Forward to the Back End

By, 09/05/2008
Major indexes have declined 20% or more from their highs, indicating a bear market. With the US presidential election at hand, investors face a critical juncture. read more
Fisher Investments Editorial Staff
US Economy

It Could Happen to You

By, 09/04/2008
"Could” and "might” aren't news. Investors should be wary of opinions masquerading as journalism.  read more
Fisher Investments Editorial Staff
Geopolitics

The Silliest Season

By, 09/03/2008
For the second time in less than a year, Japan's getting a new prime minister.read more
Fisher Investments Editorial Staff
Finance Theory

Judge Not

By, 09/02/2008
Economic decisions aren't only about money and prices—judging what makes good economic sense can be subtler than many believe. read more
Fisher Investments Editorial Staff
GDP

What Recession?

By, 08/29/2008
US GDP was revised up from 1.9% to 3.3% for the second quarter, once again surpassing dour expectations. read more
Fisher Investments Editorial Staff
Forecasting

Durably Good

By, 08/28/2008

Some folks fear July's surprisingly good durable goods result will be fleeting. Though this is unlikely, weakness in a given country or sector won't necessarily change strength overall. 

read more
Fisher Investments Editorial Staff
Globalization

That Joke Isn’t Funny Anymore

By, 08/27/2008
A few Nobel Laureates think globalization is bad for the world's workers. Poppycock, we say! read more
Fisher Investments Editorial Staff
Investor Sentiment

Survey Says

By, 08/26/2008
Sentiment-based surveys almost never capture the complete picture. read more
Fisher Investments Editorial Staff
US Economy

Everything in Its Right Place

By, 08/25/2008
Many assign undue weight to the successes or failures of international organizations. But sovereign nations will do as they please, and failure to reach wide consensus doesn't mean globalization's end. read more
Fisher Investments Editorial Staff
Commodities

Immaterial Materials Blues

By, 08/22/2008
Despite a recent pullback in the Materials sector, supply and demand remains tight. read more
Fisher Investments Editorial Staff
Commodities

The Price Is Right

By, 08/21/2008
Falling oil prices have folks wondering if the long run for the energy sector is over. But prices remain high, and energy earnings are more resilient to lower prices than believed.  read more
Fisher Investments Editorial Staff
Currencies

Debunking the Ms

By, 08/20/2008
A record drop in US money supply as recorded by M3 is stoking the fire of existing economic worries. But the "Ms” aren't the indicators they once were. read more
Fisher Investments Editorial Staff
US Economy

Too Big to Fail

By, 08/19/2008
Will the Fed's expansion of powers prove to be a terrible precedent or a pertinent innovation? read more
Fisher Investments Editorial Staff
Trade

Don’t Demonize the Deficit

By, 08/18/2008
Earlier this week we noticed the re-emergence of a classic investing myth. Folks hailed the trade deficit shrinking on growing exports as good news. read more
Fisher Investments Editorial Staff
Currencies

The Dollar and You

By, 08/15/2008
There's lots of hubbub surrounding the US dollar's recent rally against other major currencies. What should investors know when it comes to currency movement? read more
Fisher Investments Editorial Staff
Geopolitics

Georgia on Our Minds

By, 08/14/2008
As tensions escalate in Georgia, the question is, beyond the human costs, should folks be concerned? read more
Michael Hanson
Neuro-economics

Sheer Reduction

By, 08/13/2008
Using neuroscience to analyze markets is all the rage. That could be bad news for investors… read more
Fisher Investments Editorial Staff
GDP

Chi Non Saltare…

By, 08/13/2008
Italy's economy contracted a bit in the second quarter, but global results are far more important than any single country. read more
Fisher Investments Editorial Staff
Capitalism

California Dreamin’

By, 08/12/2008

Is California's once-golden economy now tarnished by years of anti-competitive regulation and taxes?

 

read more
Fisher Investments Editorial Staff
Geopolitics

You Can’t Fathom the Froot Loops

By, 08/11/2008
Geopolitical events are scary but completely unpredictable. You can't plan a portfolio around them, and history shows you wouldn't want to anyway.read more
Fisher Investments Editorial Staff
Others

Of Autos and Airlines

By, 08/08/2008
Troubles in the US automotive and airline industries are driving some investors to fly off the handle. read more
Fisher Investments Editorial Staff
Trade

Let the Games Begin!

By, 08/07/2008
On the eve of the Beijing Olympic Games, it's a good time to reflect on the value of competition and trade—athletic and economic.read more
Fisher Investments Editorial Staff
Monetary Policy

Much Ado About Nothing

By, 08/06/2008
Everyone knew the Fed would hold rates steady—what folks really cared about was what the Fed said. read more
Fisher Investments Editorial Staff
Inflation

Cost Consumed

By, 08/05/2008
Higher production costs aren't necessarily directly passed on to the consumer.read more
Fisher Investments Editorial Staff
Taxes

Get Us the President

By, 08/04/2008
With the 2008 presidential election in full swing, taxes are a hot topic. What impact might tax policy changes have on markets?read more
GDP

Recessionism

By, 08/01/2008
As second quarter 2008 GDP came in stronger than expected, headlines still find reason to be gloomy.read more
GDP

Long Train Runnin’

By, 07/31/2008
Investors looking for anecdotal evidence miss some hard data, like transports, which remain strong--unlikely to happen during recession. read more
US Economy

Get Your Kicks on Route 66

By, 07/30/2008
Some folks fret lower oil and gas prices are a bad sign for Energy and the economy, but fundamentals still look nice. read more
Corporate Earnings

Earnings Expectations

By, 07/29/2008
Earnings season is proving to be a bumpy ride, but good news exists. read more
US Economy

Time to Go to the Bull Pen?

By, 07/28/2008
Sector weightings are one of the key drivers of portfolio performance. Knowing when to make adjustments is vital to performance over time. read more
Investor Sentiment

Fine for Me, But Not for Thee

By, 07/25/2008
Most Americans feel terrible about the US economy—but it's everyone else's economy they hate, not their own. read more
Monetary Policy

Mark It to Market?

By, 07/24/2008
Freddie and Fannie may be proxies for Financials woes in many ways, including in the distortions of mark-to-market accounting. read more
Inflation

It’s All Relative

By, 07/23/2008
When it comes to future inflation, it's not current prices, but price movement, that counts. read more
Forecasting

What Now?

By, 07/22/2008
Investing based on how you wish you could have six months ago is typically a good way to make a larger error.read more
US Economy

Your Mother Was a Hamster

By, 07/21/2008
With all the talk of economic woe and calls for accountability, a harsh regulatory response could become a risk. read more
US Economy

Pessimistic Prognosticators Aplenty

By, 07/18/2008
Those in the financial industry are overwhelmingly bearish. Is there legitimate reason for their pessimism, or do the current troubles within their industry skew their views? read more
Carolyn Feng
Capitalist Corner

An Open Letter to Bill Gates

By, 07/18/2008
Dear Mr. Gates, Fannie Mae and Freddie Mac are in trouble. And you can help. read more
Inflation

CPI : Rotten to the Core

By, 07/17/2008
While CPI has ticked up of late, rekindling inflation fears, global long-term interest rates, a better indication for the market's expectation of inflation, remain benign. read more
Commodities

Demand or Speculate

By, 07/16/2008
Oil endured its second biggest drop on record Tuesday…and "blame” was finally attributed to supply and demand, not speculators. read more
Capitalism

Don’t Fear Failure

By, 07/15/2008
Investors fearing bank failures shouldn't—failures make way for progress. read more
US Economy

About Fannie and Freddie…

By, 07/14/2008
Markets were volatile again on Friday as fears over the health of Fannie Mae and Freddie Mac resurfaced. read more
US Economy

Care to Dance?

By, 07/10/2008
Initial public offerings (IPOs) have dried up lately. Many view this as a bearish sign. But a dearth of IPOs means less stock supply—bullish for prices. read more
Investor Sentiment

Of Whipsaws and Rumors

By, 07/09/2008
Fears over Fannie Mae and Freddie Mac's failing health sent Financials and the broader market reeling, but a closer analysis shows rumors of pending regulation were greatly exaggerated.read more
Developed Markets

A Midsummer Night’s Dream

By, 07/08/2008
The annual Group of Eight summit will likely amount to little more than illusions. read more
Investor Sentiment

Fore!

By, 07/07/2008
Market volatility continued in the second quarter. But volatility is normal, and shouldn't much matter to long-term investors—unless they panic.read more
US Economy

The Paradox of Pursuit

By, 07/03/2008
For this year's celebration of independence, it's time to ask why we feel so bad while the world keeps getting better. read more
Trade

Trade Liberalization Grudge Match, 2008

By, 07/02/2008
A showdown between Nicolas Sarkozy and Europe's trade commissioner threatens to turn world trade talks upside down. read more
Fisher Investments Editorial Staff
US Economy

Oxymoronic Growth

By, 07/01/2008
That so many want to classify the economy today as being in recession is probably more a function of dour sentiment than economic reality. read more
US Economy

A Classic French Fold

By, 06/30/2008
Many touting economic stimulus checks as the economy's saving grace are talking out of both sides of their mouths. read more
Austin Fraser
Reality Check

Not a Doi Moi Contagion

By, 06/30/2008
Vietnam is in crisis, stirring up memories of the 1997-98 Asian Financial Crisis. But its problems are unlikely to give investors déjà vu. read more
Investor Sentiment

Market Volatility and You

By, 06/27/2008
Thursday's market delivered another drubbing to investors. A third test of recent market lows surely proves tried and true investment disciplines no longer work, right? Wrong! read more
US Economy

Don’t Fear the Fed

By, 06/26/2008
The Federal Reserve left rates unchanged yesterday, but hinted at a potential shift in policy in the months ahead. Regardless, incremental rate changes don't matter much to long-term investors. read more
Investor Sentiment

What’s the Deal?

By, 06/25/2008
Mergers and acquisitions activity remains strong these days, a sign things aren't as bad as some folks assume. read more
Investor Sentiment

Hanging Tough…Over and Out!

By, 06/24/2008
Many worry today's market volatility is because the world's more perilous than ever. Truth is, there's never a dull moment. Hang tough!read more
Behavioral Finance

Time for the Bloodletting!

By, 06/23/2008
What do you get when you combine the subprime mess with recent hedge fund debacles? An archetypal regret-shunning hootenanny! read more
David Eckerly
Into Perspective

Seven Reasons Stocks Are Still a Good Idea

By, 06/23/2008
Think stocks are too risky to hold as you contemplate retirement? Think again. Not holding stocks can turn out to be far riskier.read more
Geopolitics

The “Stabilitator” – Rise of the Knee-Jerks

By, 06/20/2008
The British government wants the BOE to be the "stabilizer” for the British financial system. Alas, the plan is merely another political knee-jerk reaction. read more
Commodities

There’s More Offshore

By, 06/19/2008
Record oil prices have intensified calls to expand offshore drilling in the US. But even if legislation is passed to allow it, drilling won't impact oil prices anytime soon. read more
Globalization

Who Killed the Zeitgeist?

By, 06/18/2008
A bilateral investment treaty between the US and China could help ease popular stigma about foreign investment. read more
Commodities

Speculation Accusation

By, 06/17/2008
Speculation is being blamed for high oil prices, but it's largely a political scapegoat.read more
Emerging Markets

Global Inflation Conflagration

By, 06/16/2008
Don't fret inflation shock stories—global inflation remains benign.read more
Geopolitics

Orwell’s Words Proved Wise?

By, 06/13/2008
Uncertainty abounds as Irish voters head to the polls to decide the fate of the EU's Lisbon Treaty. read more
Behavioral Finance

Zigzags and Wild Polygons

By, 06/12/2008
Stocks have experienced some downward volatility of late. Times like these call for yogic breathing and maybe a little energy work. read more
Others

Scrapping With Ben

By, 06/11/2008
Many believe a rising fed funds rate would be bad for stocks. Such a notion is hogwash. read more
Commodities

Brave New World

By, 06/10/2008
Some folks think a slowing global economy means less demand for energy and, eventually, lower oil prices. But slow economic growth is still growth, and the world will demand more oil, not less. read more
Investor Sentiment

Freaky Friday

By, 06/09/2008
A pre-weekend panic sent stocks reeling, but the news that triggered the storm might not be so bad upon further inspection. read more
Investor Sentiment

What Wealth Effect?

By, 06/06/2008

Folks fearing the weak housing market will dampen consumer spending shouldn't worry—consumer spending tracks disposable income, not home equity.

read more
Others

More Cookies for Us All

By, 06/05/2008
Increasing productivity is one of the best ways to tame inflation. read more
Others

Cap and Trade, or Shuck and Jive?

By, 06/04/2008
Congress is set to vote on an economically treacherous cap-and-trade bill. As of now, it's all talk. Let's hope there's no action. read more
Others

Cap and Trade, or Shuck and Jive?

By, 06/04/2008
Congress is set to vote on an economically treacherous cap-and-trade bill. As of now, it's all talk. Let's hope there's no action. read more
Others

High (or low) Finance

By, 06/03/2008
Financial stocks have taken it on the chin lately, and whether they recover anytime soon is debatable. Regardless, the sector's fortunes don't necessarily dictate those of broader markets. read more
Commodities

Oil!

By, 06/02/2008
Investors panic over high oil, forgetting today's high oil is a symptom of a growing economy. read more
Investor Sentiment

Bye-Bye Bear Stearns

By, 05/30/2008
The approval of Bear Stearns' sale to JPMorgan turned out to be a snooze-fest, revealing the true shallowness of the so-called financial crisis. read more
Jason Dorrier
Into Perspective

Binary Smoke, Encoded Scotch

By, 05/29/2008
So-called dark liquidity pools are changing how we trade stocks, and bringing us a step closer to more efficient markets. read more
GDP

Yes, But…

By, 05/29/2008
Economic growth continues positive to the tune of overly dour expectations. read more
Others

No Confidence in Consumer Confidence

By, 05/28/2008
The Consumer Confidence Index is often believed to portend economic and stock market direction. Put simply, it doesn't. read more
Others

Born to Underachieve

By, 05/27/2008
Socialist sentiment in Europe doesn't bode well for long-term Continental prosperity. read more
John Hulcher
Unconventional Wisdom

Don’t Get So Defensive!

By, 05/27/2008
Defensive portfolio tactics are all the rage when stock markets hiccup. But they can get you into a lot of trouble. read more
Globalization

Our Robin Hood Government

By, 05/23/2008
No one profits much from high corporate tax rates. read more
Investor Sentiment

Kicking the Habit

By, 05/22/2008
Headlines declaring a credit crisis and subprime fears are muted at present, and that's bullish. read more
Inflation

Slow Road, No Inflation?

By, 05/21/2008
Economies will grow, and economies will contract—but their movement in either direction has no bearing on inflation. read more
Investor Sentiment

Breakevenitis

By, 05/20/2008
After a market drop, investors can be tempted to sell out when they reach a breakeven point. But this temptation is best ignored—sales strategies based on arbitrary points in time hinder investment returns. read more
Finance Theory

Passive Manipulation

By, 05/19/2008
The headlines are full of funky new "economic” indicators, but they can be just as misleading as old-fashioned statistics.read more
Politics

Not So Green Acres

By, 05/16/2008
The 2008 farm bill passed the House and Senate. That's okay, because it amounts to little more than election year pandering. read more
Doug Regner
Repeatable History

Barry Zito the Bum CEO

By, 05/16/2008
Why today's CEOs are just like sports star free agents.read more
Others

Brainiacs Unite

By, 05/15/2008
Prediction markets are making use of efficient markets theory to forecast everything from basketball games to political contests. read more
Currencies

Hedging What?

By, 05/14/2008
Investors fearing a falling dollar are increasingly turning to currency hedging. Is this necessary? read more
Others

Getting Gassed

By, 05/13/2008
High gas prices aren't likely to go away anytime soon. But gasoline consumption is too small a percentage of overall spending for prices to have the impact folks fear. read more
Capitalism

Gooooooooooooal!

By, 05/12/2008
From legislature to soccer fields, protectionism is creeping up. read more
Commodities

Hello GMOs

By, 05/09/2008
Once foodstuff fodder, countries are suddenly turning to genetically modified organisms (GMOs) due to rising food prices concerns.read more
Market Cycles

Resurrection in Rainbows

By, 05/08/2008
As old as myth and Mother Nature, creative destruction is essential to economic progress too. read more
Investor Sentiment

Over the Troubles and Out of the Woods?

By, 05/07/2008
Recent economic data and media analysis have folks asking, "Is the worst over, or is the next shoe about to drop?” read more
Others

A Suckers’ Rally?

By, 05/06/2008
It's impossible to predict short-term market fluctuations, but the current crop of ills is widely known and unlikely to lead to a more prolonged downturn. read more
Emerging Markets

Oh! You Pretty Things

By, 05/05/2008
China is gearing up for her Olympic coming out party, but a labor shortage in India tells us more about China's real economic prospects. read more
GDP

Inconspicuous Consumption

By, 05/02/2008
Despite persistent fears to the contrary, consumers continue to spend. read more
GDP

Phantom Storms

By, 05/01/2008
The economy grew in the first quarter, but some still question whether the country is in a recession. read more
Commodities

Grain’s Gains

By, 04/30/2008
As food prices soar, fear of a global calamity elevates. But are rising prices a harbinger of doom or simply another sign of increasing global prosperity? read more
Others

M&M’s and M&A

By, 04/29/2008
With lots of cash and credit in the system, larger firms are looking for bargains. read more
Personal Finance

A Whole New Ballgame

By, 04/28/2008
Innovation is turning the "old ballgame” upside down, and the boys of summer can teach investors something about decision-making. read more
Globalization

Profiting from Globalization

By, 04/25/2008
Globalization helps US firms profit from global economic strength. read more
Emerging Markets

A Seemingly Cruel Mistress

By, 04/24/2008
China's recently roaring returns have given way to a sharp correction—a lesson in the benefits of Emerging Markets diversification. read more
Forecasting

Analyzing Analysts’ Analysis

By, 04/23/2008
Analysts play an important role in capital markets' evolution. However, their end result—ratings, estimates and price targets—should be taken with a grain of salt. read more
Emerging Markets

Bare Necessities…Big Opportunities

By, 04/22/2008
We forget how good we've got it—the goods we consider bare necessities are seeing booming demand in developing regions. That makes for great investing opportunities abroad. read more
Monetary Policy

A Design for Life

By, 04/21/2008
The Bank of England is redecorating, and the US Fed is their interior designer of choice. What do the new curtains look like? read more
Corporate Earnings

Everyone’s a Critic

By, 04/18/2008
Take criticisms of current CEOs and Fed activity with a grain of salt—especially when coming from predecessors. read more
Michael Hanson
Neuro-economics

Bad Behaviorism

By, 04/18/2008
The once noble field of behavioral finance has taken a dire turn for the worse.read more
Globalization

The World Can Buy Its Own Coke

By, 04/17/2008
The current bull market has been driven by growth outside the US. read more
Taxes

Some Taxing Facts

By, 04/16/2008
April 15 is a day most Americans loathe—tax day. read more
Others

Pass the Corn

By, 04/15/2008
Headlines are rife with suggestions to spur on the economy. Things have slowed down of late, but government remedies, like the decision to subsidize the production of ethanol, can cause more problems than they solve. read more
Geopolitics

Socialist Serenade

By, 04/14/2008
From Venezuela to Northern Rock, nationalization is rearing its ugly head, though history teaches us it almost always ends badly. read more
Monetary Policy

Two Roads Diverged

By, 04/11/2008
Global central bank activity abounded yesterday. While worth noting, such small moves don't matter much. read more
Corporate Earnings

Bellwether Blues

By, 04/10/2008
Folks tend to base broad economic views on local circumstances and solitary storylines. This earnings season, be wary of assigning too much weight to the performance of a small set of traditional economic bellwethers—there's a wider world out there. read more
Finance Theory

Constructive Destruction

By, 04/09/2008
Stock buybacks hit a record in 2007 for S&P 500 companies, removing an enormous amount of share supply from the market. read more
Trade

Free Love

By, 04/08/2008

Free trade spurs global growth and helps keep prices in check—both good things. Congress should remember that as they debate a free trade act with Colombia.

read more
KC Ellis
The Advisor's Corner

New Frontiers

By, 04/08/2008
Emerging Markets are emerging quickly as a popular investment choice. But what's the right way to get exposure without undue portfolio risk?read more
Capitalism

That ‘70s Show

By, 04/07/2008
Proposed solutions to today's high gas prices are a bit short-sighted. Do we really want to voluntarily relive the 1970s? read more
Developed Markets

The Industrials Evolution

By, 04/04/2008
Industrials are among the unsung heroes of today's global economy.read more
Media Hype/Myths

The Good, the Bad, and the Not So Bad

By, 04/03/2008
Ben Bernanke's congressional testimony on Wednesday seemingly supports calls for recession in 2008. Scaling the problems reveals slower growth, but a recession remains unlikely.read more
Finance Theory

Don’t Get High on Someone Else’s Supply

By, 04/02/2008
The law of supply and demand is Econ 101 basics. But few consider it when analyzing stock markets. read more
Politics

New Rules for the Street?

By, 04/01/2008
Treasury Secretary Henry Paulson announced an "overhaul” plan for U.S. financial markets. But the plan, if it survives, will likely look very different.read more
Investor Sentiment

Confidence Confusion

By, 03/31/2008
New data shows consumers have the blues. Will stocks follow their wallowing? read more
Politics

Goldilocks Government

By, 03/28/2008
A "Goldilocks” government solution—just the right amount of government intervention and regulation—in economic markets is merely a fairytale.read more
Finance Theory

Not Quite to the Nines

By, 03/27/2008
Investors tend to justify beliefs by searching out patterns where there are none and assigning meaning to the meaningless.read more
Others

Positively Ignored

By, 03/26/2008
Today's widespread focus on economic negatives and denial of positive global fundamentals is bullish for stocks.read more
Others

Don't Call It a Bailout

By, 03/25/2008
Recent Fed policies have been criticized as a government-sponsored bailout and possibly a sign of more intervention to come. We view such fears as misplaced. read more
Personal Finance

Making Heads and Tails of Stop-Losses

By, 03/20/2008
Testing fate with stop-losses is about as effective as flipping a coin.read more
Doug Regner
Repeatable History

The Bill Gates Secret: How to Awaken a Sleepy US Economy

By, 03/19/2008
Bill Gates battles Congress on the scariest deficit you've never heard of.read more
Others

Ironman Investors

By, 03/19/2008
It's been over four months since the global stock market peaked. After a re-test of January's lows, investors are now both fearful and fatigued.read more
Investor Sentiment

Whoa-oh, Domino?

By, 03/18/2008
The sale of Bear Stearns marks an appropriate action from the Fed, not the beginning of the end for stocks. read more
Investor Sentiment

A Confidence Game

By, 03/17/2008
Today's market turbulence probably had more to do with market confidence (or lack thereof) than substance.read more
Market Risks

Trial by Fire

By, 03/14/2008
Treasury Secretary Paulson's new policy recommendations intended to strengthen financial markets could prove to be more bane than boon.read more
Globalization

It’s a Materials World

By, 03/13/2008
Don't let higher Materials prices spook you. The price trend in Materials isn't a symptom of inflation but of growing global demand.read more
US Economy

Pawning Stocks

By, 03/12/2008
Stocks have been sold in the short-term to pay off debt. Said otherwise—certain financial institutions have been de-leveraging. It's kind of like pawning your guitar to pay the rent. read more
Currencies

Mint Dollar Chip

By, 03/11/2008
The dollar hitting new lows isn't a symptom of economic or market weakness.read more
US Economy

Going Once, Going Twice

By, 03/10/2008
The Fed's latest fix has markets in a huff. But just what is a Term Auction Facility anyway? read more
Media Hype/Myths

The Trouble with Carlyle

By, 03/07/2008
Investors fear Carlyle Capital's troubles signal larger problems surrounding agency mortgage securities, but Carlyle's woes aren't systemic.read more
Others

Oil on Canvas: Today’s Energy Landscape

By, 03/06/2008
High oil prices translate to great investment opportunities. read more
Market Cycles

Soldiers and Generals

By, 03/05/2008
A little-noticed change is taking place in market leadership. Small cap stocks are giving ground to large caps and the shift will likely continue. read more
Politics

Pick Your Poison

By, 03/04/2008
Whether you fear a Democrat or a Republican in the White House, you can rest easy. Either way, markets historically perform just fine.read more
Market Cycles

Let’s Do the Time Warp Again

By, 03/03/2008
This market looks a lot like 1998—a great year for stocks! read more
Media Hype/Myths

Never A Dull Moment

By, 02/29/2008
A dead cat bounce or a renewed bull? Whatever it is, investors will never escape uncertainty.read more
Politics

Let the Market Do Its Thing

By, 02/28/2008
Hidden in the credit crisis clamor, a little noticed development makes us smile—no sweeping legislative or regulatory change has taken root.read more
US Economy

Not in Our House!

By, 02/27/2008
Reported January foreclosure rates are up 57% from last year—a closer look at the data shows the accompanying fears are overblown. read more
Aaron Anderson
The Global View

Bernanke and the Bandit

By, 02/26/2008
A Burt Reynolds film classic and the Fed? They've got more in common than you might think.read more
US Economy

Open for Business

By, 02/25/2008
Behind the turmoil, markets continue to function normally. read more
Inflation

Disco, Stagflation, and Other ‘70s Horrors

By, 02/22/2008
Journalists have reawakened the specter of stagflation. But comparing today's economy to the disco heyday is flat wrong.read more
Media Hype/Myths

Conspiracy Theories

By, 02/21/2008
Today's economic headlines contain all sorts of conspiracy theories and superstitions, but don't use them to make investment decisions.read more
Politics

Political Turnover

By, 02/20/2008
Political changes are afoot. While noteworthy developments, they don't amount to a hill of beans for the global economy and financial markets.read more
Interest Rates

Too Hot, Too Cold, or Just About Right?

By, 02/19/2008
Folks generally associate steep yield curves with inflation—should they? read more
US Economy

Municipal Bondage

By, 02/15/2008
Recent failed muni bond auctions have sparked new fears Wall Street's in credit bondage. But a closer look reveals just another overhyped worry of the liquidity crisis. read more
Globalization

America’s Love Affair

By, 02/14/2008
America loves its position as a global economic leader, so is the recent slowing of the US economy a cause for heartbreak?read more
Glenn Downer
Across the Atlantic

Decouple from Decoupling

By, 02/13/2008
Like King Canute and with global investors as witnesses, the American economy will prove it is neither almighty nor does it have the ability to single-handedly stem the tide of global economic expansion.read more
US Economy

Pass the Banjo

By, 02/13/2008
The US consumer isn't dead yet! January sales growth beat expectations and is tempering fears of an impending recession. read more
US Economy

Emotional Rescue

By, 02/12/2008
Is the Sage of Omaha really trying to bail out bond insurers, or merely conducting business as usual?read more
Emerging Markets

Hugo’s Gambit

By, 02/11/2008
Venezuela's Hugo Chavez is boasting of checkmating the US by cutting off oil trade, but his strategy is flawed from the start.read more
US Economy

Credit Zombies

By, 02/08/2008
Do higher credit card delinquency rates mean American consumers are finally dead? No—in fact, delinquency rates are still below average. But even higher rates haven't spelled doomed historicallyread more
Others

Don’t Fear Change

By, 02/07/2008
Those fearful of a candidate from either of the two major parties ascending to the White House next year can breathe a bit easier. Democrat or Republican, historically markets have performed fine.read more
Interest Rates

Surveying Lending

By, 02/06/2008
The recent Loan Officer Survey paints a dour picture on lending, but a closer look reveals far different results.read more
US Economy

Can We Get Some Service Here?

By, 02/05/2008
Market reaction to today's ISM service industry report is overwrought and near hysterical—not an uncommon reaction to economic news of late.read more
Deficits

Deficient Thinking

By, 02/04/2008
The common fear big budget deficits are bad for stocks is wrong. In fact—the reverse is true!read more
US Economy

More Mergers!

By, 02/01/2008
Acquisition and share buyback activity march onward amid the tumult—an indication economic and market fundamentals are much stronger than today's pervasively dour outlook.read more
Investor Sentiment

Just Four Things

By, 01/31/2008
Ignore short-term market swings and investor fears and focus on what the market's likeliest to do going forward—only one of four possible scenarios.read more
Michael Hanson
Neuro-economics

You Gotta Believe

By, 01/31/2008
Human minds are built to act on beliefs and assumptions—a very dangerous thing for successful investing.read more
GDP

Still Growing

By, 01/30/2008
While some are swooning over the "worst economy in five years,” a sober analysis of preliminary US GDP figures released today shows an economy still on strong footing.read more
US Economy

Housing Humdrum

By, 01/29/2008
Though bad news from the residential housing sector continues making headlines, it won't have the long-term economic or market impact investors fear.read more
Behavioral Finance

A Question of Semantics

By, 01/28/2008
The question of "correction” vs. "bear” is really a question of semantics.read more
Globalization

Wag the Dog

By, 01/25/2008
Global stocks bounced around this week and fears emerged that problems in the US have finally spread to the rest of the world. But in the global economy, it's a mistake to assign too much power to any one country. read more
US Economy

Empty Calories

By, 01/24/2008
Today's announced "stimulus” package from the beltway is little more than empty calories for the economy. read more
US Economy

Debt Disbelief

By, 01/23/2008
A US bank liquidity crisis never materialized in 2007…and we've got the data to prove it!read more
Market Cycles

Fear and the Fed

By, 01/22/2008
Market action today isn't warning you to sell—rather, now is the time to remain disciplined and ride out market turbulence.read more
US Economy

The Circle of Life

By, 01/18/2008
Bond insurers are struggling to keep their heads above water as ratings agencies evaluate credit ratings. But new companies are entering the market and increased competition promises an improved industry over the coming years.read more
US Economy

Inflation - It's Prices, not Price

By, 01/17/2008
Investors are worried about plenty today, but inflation shouldn't be on their short list.read more
US Economy

America for Sale

By, 01/16/2008
Fears surrounding foreign governments' investments in US firms is unwarranted. Capital is capital—the freer it flows the better.read more
US Economy

Nothing New

By, 01/15/2008
Stocks took a walloping today on widely expected news tied to Financials' health and mortgage-related asset write-downs.read more
US Economy

The Fed’s Show and Tell

By, 01/14/2008
The Fed plans on communicating more regularly with the American public, which is nice, but we believe won't ease volatility or make forecasting markets any less difficult.read more
Corporate Earnings

Lenders on the Block

By, 01/11/2008
As two troubled Financials firms prepare to go on the auction block, note they are getting bought out by other Financials firms. The sector isn't as imperiled as it may appear.read more
US Economy

Market Noir

By, 01/10/2008
It's no wonder market volatility is high lately. Today's headlines reveal a lot of market misperceptions. More than ever, folks seem to be choosing an overly dour view in place of reality.read more
KC Ellis
The Advisor's Corner

Dollar Cost Averaging

By, 01/10/2008
A look at the popular method of dollar cost averaging: As we close the book on another year and start a new one, it's time to think about one of the most interesting periods of the calendar for individual investors. In the first few months of the year you may find yourself, like many investors, flush with cash. Maybe it's a year end bonus (lucky you), a tax refund (shame on you), or the harvest of capital losses (smart on you). read more
Investor Sentiment

Junk Bonds and Green Skies

By, 01/09/2008
Predictions about rising bond default rates seem too dour and highly unlikely. read more
Capitalism

Terza Rima

By, 01/08/2008
Today's investing environment isn't a new bear market, it's the poetry of capitalism.read more
Others

January Ineffect

By, 01/07/2008
The common belief a bumpy start to January portends market trouble is statistically and fundamentally baseless.read more
US Economy

Employment Drizzle

By, 01/04/2008
In light of today's dour employment news, we're rerunning a past story detailing the imperfect nature of employment data.read more
David Eckerly
Into Perspective

Adjective Absurdity

By, 01/03/2008
When analysis is bolstered more by scary adjectives than data, it pays to see for yourself what's really going on.read more
Commodities

A Hundred Bucks a Barrel

By, 01/03/2008
Headlines are making much of oil's new milestone, but price milestones are meaningless and tell us nothing about the economy or market direction.read more
Others

New Year, Old News

By, 01/02/2008
As markets opened for the New Year, folks dwelled on old news.read more

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