Michael Birnbaum
Into Perspective

Calling Time Out on the Payroll Tax Debate

By, 12/30/2011

Before leaving for the holidays, Congress gave us all a two-month payroll tax cut debate reprieve. But before they return to politick anew, let’s review what’s at stake.

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Fisher Investments Editorial Staff
Monetary Policy

An (Italian) Tale of Two Auctions

By, 12/30/2011

Italian debt auctions this week resulted in incremental improvements in yields to round out a bumpy 2011.

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Amanda Williams
Capitalist Corner

Fiat Lux

By, 12/29/2011

Things look a little brighter for consumers and free markets this holiday season since government gave them an early present in the form of a reprieve.

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Michael Hanson

The Return of the Unconscious, Part I

By, 12/29/2011

A handful of books on the mind to close out the year.

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Fisher Investments Editorial Staff
Politics

As Good as Congress Gets

By, 12/29/2011

The US Treasury seems poised to request another debt ceiling increase soon. And this time, the exercise seems even more meaningless.

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Fisher Investments Editorial Staff
Geopolitics

Talking Tokyo

By, 12/28/2011

Japan’s been quite busy the last few days—here’s a quick rundown of some primary stories.

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Fisher Investments Editorial Staff
US Economy

(Growth) Dashing Through the Year

By, 12/23/2011

Thursday bore gifts a little early as indications of US growth continued and Congress reached an agreement.

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Fisher Investments Editorial Staff
Trade

The Grinch Who Stole Free Trade

By, 12/22/2011

Tuesday, South American leaders did their best to mar what had so far been a pretty stellar year for free trade—but are they likely to achieve their aim?

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Fisher Investments Editorial Staff
Monetary Policy

Bonds and Banks

By, 12/21/2011

Spanish yields, the ECB and Hungarian politics dominated European news on Tuesday.

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Fisher Investments Editorial Staff
Business in Review

Think Again!

By, 12/20/2011

Daniel Kahneman’s seminal compilation of his life’s work on the psychology of decision making encourages you to think…and then think again!

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Fisher Investments Editorial Staff
Geopolitics

Darkness and Light

By, 12/20/2011

Lessons from the markedly different lives of Kim Jong Il and Vaclav Havel.

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Fisher Investments Editorial Staff
Media Hype/Myths

Financial Alchemy

By, 12/19/2011

Gold prices have been rocky lately to the bewilderment of many whose views hinge on mythological views of the yellow metal.

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Fisher Investments Editorial Staff
Others

A Busy Day Around the Web

By, 12/16/2011

A look at Spanish yields, recent US economic and legislative news and renewed drilling activity in the Gulf of Mexico.

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Elisabeth Dellinger
The Global View

In Defense of Britain

By, 12/15/2011

 An open letter to EU officials.  

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Fisher Investments Editorial Staff
Trade

Revving the Trade Engines

By, 12/15/2011

China announced new tariffs on US-made cars Wednesday—in our view, an incremental step in the wrong direction for all involved parties but not likely terribly impactful.

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Fisher Investments Editorial Staff
US Economy

Inside Retail Sales

By, 12/14/2011

US November retail sales grew less than estimated. But digging below the surface, the report wasn’t bleak.

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Fisher Investments Editorial Staff
Interest Rates

Weighing Italy’s Debt

By, 12/13/2011

An alternate perspective of Italy’s debt costs shows today’s levels are low by historical standards.

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Michael Hanson, Alex Nelson and Andrew Bates
Into Perspective

12 Things That Mattered Last Week

By, 12/12/2011

A quick look around the web at some stories that grabbed our attention recently.

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Fisher Investments Editorial Staff
Developed Markets

The Battle of the (Budget) Bulge

By, 12/12/2011

The EU summit came to a close on Friday. And what emerged was another demonstration of the will to back the euro.

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Fisher Investments Editorial Staff
Developed Markets

Lowering the Euro Curve

By, 12/09/2011

Measures enacted by the ECB Thursday are far from a cure-all to fix the eurozone’s copious issues—but they do represent incremental steps to add liquidity at a time when it’s perceived to be much needed.

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Fisher Investments Editorial Staff
Geopolitics

Pearls of Resilience and Wisdom

By, 12/08/2011

Wednesday marked a couple momentous global milestones—each a testament to democracy’s resilience, in starkly different ways.

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Fisher Investments Editorial Staff
Developed Markets

Differentiate Before You Downgrade

By, 12/07/2011

S&P placed 15 eurozone countries and the EFSF on credit watch negative Monday—but that ignores significant variety among European countries, in our view.

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Fisher Investments Editorial Staff
Deficits

Technoplans From Italy’s Technocrats

By, 12/06/2011

Italian Prime Minister Mario Monti announced tough new austerity measures and 10-year yields fell below 6%.

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Fisher Investments Editorial Staff
Media Hype/Myths

Unemployment, Overall and on Average

By, 12/02/2011

Is a still-high unemployment rate that unusual?

read more
Fisher Investments Editorial Staff
Politics

Greece’s Tranche and the ECB

By, 12/02/2011

While troubled PIIGS have taken incremental steps forward, eurozone politicians continue to take necessary measures to prevent a disorderly breakup of the union.

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Fisher Investments Editorial Staff
Monetary Policy

Liquidity, Payrolls and Ratings, Oh My!

By, 12/01/2011

Wednesday was a busy day in headlines and markets alike. Here’s a look at some of the day’s more prominent stories.

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Fisher Investments Editorial Staff
Geopolitics

Fisher Investments: Is the Euro a Relic in the Making?

By, 11/30/2011

A look at why a sudden eurozone splintering could be quite bad. And why it’s quite unlikely.

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Elisabeth Dellinger
Trade

Korean Kerfuffle

By, 11/30/2011

After a classic parliamentary brawl, South Korea’s National Assembly ratified the US-Korea free trade agreement.

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Fisher Investments Editorial Staff
Corporate Earnings

Red Hot Black Friday

By, 11/29/2011

Strong Q3 earnings and record-high Black Friday sales illustrate the disconnect between sentiment and reality.

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Fisher Investments Editorial Staff
US Economy

Have Consumers Changed Their Ways?

By, 11/28/2011

Let’s put one theory of a fundamental shift in US consumer spending patterns in perspective.

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Fisher Investments Editorial Staff
Others

Giving Thanks Amid Volatility

By, 11/24/2011

Stocks continued 2011’s volatile pattern on Wednesday—but that doesn’t negate the list of things to be thankful for this year.

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Amanda Williams
Capitalist Corner

Zuccotti Park’s Modern-Day Pilgrims

By, 11/23/2011

Though Occupy Wall Street was recently evicted from Zuccotti Park, there are still important lessons to be learned—and they’re particularly relevant at Thanksgiving. 

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Fisher Investments Editorial Staff
US Economy

US Q3 GDP Revision: All About Inventories

By, 11/23/2011

Don’t be fooled by the headline deceleration. Tuesday’s US Q3 GDP revision creates visions of a jolly holiday season with steady growth, but dwindling inventories.

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Michael Hanson
Business in Review

Book Review: A Grand, if Wandering, Pursuit

By, 11/22/2011

Bestselling author Sylvia Nasar’s entry on economic history is beautifully written, but too scattered to be a coherent narrative.

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Michael Hanson, Alex Nelson and Andrew Bates
The Big Picture

45 Things That Mattered This Week - 11/18/2011

By, 11/22/2011

This week’s list of interesting articles is the most disparate yet. Enjoy this cornucopia of fun reads for Thanksgiving week.

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Fisher Investments Editorial Staff
Politics

Super Stalemate

By, 11/22/2011

The US budget super committee delivered not-so-super results.

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Fisher Investments Editorial Staff
US Economy

Earnings and Implications

By, 11/21/2011

A look back at Q3 earnings season, and a look ahead at the likely implications.

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Fisher Investments Editorial Staff
Developed Markets

Much Ado About Nothing New

By, 11/18/2011

Although investor angst over Europe remains high, market volatility on Thursday was driven more by fears than any new or surprising developments.

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Fisher Investments Editorial Staff
Geopolitics

Taxation and Competitiveness 101

By, 11/17/2011

Tobin Tax rhetoric heated up between Germany and Britain Wednesday—a debate that’s a bit of a head-scratcher, in our view.

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Fisher Investments Editorial Staff
Developed Markets

Transatlantic Economics Tuesday

By, 11/16/2011

In economic news Tuesday, eurozone GDP grew modestly, US wholesale inflation was tame and US retail sales grew again.

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Fisher Investments Editorial Staff
Geopolitics

Molto Mario?

By, 11/15/2011

A look at what’s in store for Italy’s new Prime Minister, Mario Monti.

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Fisher Investments Editorial Staff
Politics

This Week in Flubs

By, 11/14/2011

Political goofs and missteps are part of the game. Today, we bring you last week’s best of the worst.

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Amanda Williams
Capitalist Corner

Supply-Side Schooling from Shale

By, 11/14/2011

Some recent developments in shale gas production speak powerfully to the invisible hand’s ability to solve even some of what seem to be the trickiest problems.

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Michael Hanson, Alex Nelson and Andrew Bates
The Big Picture

40 Things That Mattered This Week - 11/11/11

By, 11/14/2011

This week’s tour of headlines stretches across the globe and from outer space to inner space.

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Fisher Investments Editorial Staff
Geopolitics

Political Turnover Thursday

By, 11/11/2011

New governments in Italy and Greece are a step in the right direction to help fix their fiscal houses.

read more
Fisher Investments Editorial Staff
Deficits

Italian Debt Perspective

By, 11/10/2011

Italy's bond yields moved sharply higher Wednesday, contributing to broad market volatility. But let's add some perspective to the central issue: Italy's debt and its costs.

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Todd Bliman
Into Perspective

The Not-So-Super Committee

By, 11/10/2011

We’re closing in on Thanksgiving, and political football over the deficit seems set to kickoff again.

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Fisher Investments Editorial Staff
Geopolitics

Midweek Mash-up

By, 11/09/2011

Euro politics dominated headlines again Tuesday, but eurozone musical chairs wasn’t the only story. Here’s a look at what news caught our eye.

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Michael Hanson

Remembering James Hillman

By, 11/08/2011

One of the titans of 20th century of psychology has passed, but his work will stand for years to come.

read more
Fisher Investments Editorial Staff
Geopolitics

Mediterranean Musical Chairs

By, 11/08/2011

The latest on Greece and Italy.

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Fisher Investments Editorial Staff
US Economy

20 Numbers to Help Illustrate Unemployment

By, 11/07/2011

A collection of factoids to help put current unemployment in perspective.

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Naj Srinivas
The Global View

Taxing Chickens (and Trucks)

By, 11/07/2011

Free trade agreements have gained attention worldwide of late. Though the United States has made recent headway in embracing freer trade, it still lags woefully behind.

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Fisher Investments Editorial Staff
Geopolitics

24 Hours in the Eurozone

By, 11/04/2011

It’s been a busy 24 hours for the eurozone. Expect the debate to continue in the coming days, but for Greece, the choices are few.

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Fisher Investments Editorial Staff

Promoting Peace and Prosperity

By, 11/03/2011

While most media looked elsewhere, two unlikely countries made a potential move toward increased global peace and prosperity Wednesday.

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Amanda Williams
Capitalist Corner

The Trouble With Taxes

By, 11/03/2011

As election season heats up, a plethora of pundits and politicians—both incumbents and candidates—are resurrecting the ever-popular debate over taxes. But what are investors to make of the hoopla and hyperbole?

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Michael Hanson, Alex Nelson and Andrew Bates
Reality Check

27 Things That Mattered This Week - 10/31/2011

By, 11/03/2011

After a brief hiatus, our weekly look at interesting stories around the web returns.

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Fisher Investments Editorial Staff
Geopolitics

Greek Curve-Ball

By, 11/01/2011

Greece continues the tradition of political grandstanding over eurozone bailout plans.

read more
Fisher Investments Editorial Staff
Corporate Earnings

Counting Candy (and Earnings)

By, 11/01/2011

US companies are on track for eight straight quarters of earnings growth.

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Michael Hanson

Airplane Reading

By, 11/01/2011

Two books kept me company flying across the country last week—one on the world debt crisis, the other on Modernism. Heavy stuff!

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Fisher Investments Editorial Staff
Media Hype/Myths

A Halloween Headline Tour

By, 10/31/2011

A Halloween tour of the financial press.

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Fisher Investments Editorial Staff
GDP

A Dash of Growth and a Pinch of a Plan

By, 10/28/2011

GDP was nicely positive, and the eurozone finally seems to have a plan.

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Fisher Investments Editorial Staff
Behavioral Finance

Costly Clarity

By, 10/27/2011

Investors attempting to wait out current market volatility are likely taking more risk than it’s worth. 

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Fisher Investments Editorial Staff
Geopolitics

When News Isn’t Really New

By, 10/26/2011

A look around the web at some of Tuesday’s not-so-new news.

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Fisher Investments Editorial Staff
US Economy

Harping on HARP

By, 10/25/2011

The government announced a new plan to shore up underwater homeowners. But will it work?

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Fisher Investments Editorial Staff
US Economy

Counterproductive Handwringing Over Productivity

By, 10/24/2011

A recent revision to US labor productivity has some in the media wringing their hands over long-range forecasts. But do the data merit the to-do?

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Fisher Investments Editorial Staff
US Economy

A Preponderance of the Evidence: Growth

By, 10/21/2011

Although sentiment continues to be dour, a preponderance of the evidence shows underappreciated economic strength.

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Fisher Investments Editorial Staff
Geopolitics

From the Eurozone Department

By, 10/20/2011

Wednesday brought more eurozone news—some new, some not-so new, but none terribly surprising.

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Todd Bliman

That (Non-Existent) Giant Sucking Sound

By, 10/20/2011

Many suppose foreign trade reduces employment opportunities for American workers. But digging even slightly below the surface shows these theories lack factual support.

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Fisher Investments Editorial Staff
Geopolitics

No Chinese Hard Landing

By, 10/19/2011

China’s Q3 GDP growth at 9.1% seems a normal deceleration and an intentional set-up for reacceleration in 2012.

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Fisher Investments Editorial Staff
Geopolitics

Don’t Bank on the Big Bang

By, 10/18/2011

Germany tempered the world’s expectations for an overnight eurozone fix, keeping with the gradual approach we’ve seen thus far.

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Fisher Investments Editorial Staff
Trade

Racing Towards Zero

By, 10/17/2011

Last week, slow developments on US free trade gave way to action—on more than one front.

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Fisher Investments Editorial Staff
Politics

Seeing the Forest and the Trees on Trade

By, 10/14/2011

Connecting the dots between seemingly unrelated events—especially those orchestrated by politicians—is critical to successful investing.

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Michael Hanson

Galbraith’s Speculation and Cynicism

By, 10/14/2011

John Kenneth Galbraith’s History of Financial Euphoria is a good primer, but don’t buy into his cynicism.

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Fisher Investments Editorial Staff
Geopolitics

Slovakia and Beyond

By, 10/13/2011

A look around the eurozone at some recent news—both commonly reported and much less heard.

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Fisher Investments Editorial Staff
Media Hype/Myths

Mutterings and Musings on Media

By, 10/12/2011

Assessing current media headlines helps illuminate the good and bad of media coverage.

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Amanda Williams
Repeatable History

It’s (Not Really Much) Different This Time

By, 10/11/2011

As election season kicks off, cries it’s different this time are increasingly heard—but is it really all that different?

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Fisher Investments Editorial Staff
Geopolitics

Planfully Planning a Plan

By, 10/11/2011

Nicolas Sarkozy and Angela Merkel have a plan to keep the eurozone intact, but they won’t share it until month’s end. 

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Fisher Investments Editorial Staff
US Economy

A Vicious Cycle?

By, 10/10/2011

Friday’s unemployment report showed better-than-expected hiring, but that hasn’t stopped some from fretting unemployment’s impact on economic growth.

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Fisher Investments Editorial Staff
Capitalism

On Steve Jobs and Capitalism

By, 10/07/2011

Steve Jobs’s contributions to society extend beyond computers and technology. A true capitalist, he helped create societal wealth and good—something oft forgotten.

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Fisher Investments Editorial Staff
Politics

A Not-So-Surprising Surprise

By, 10/06/2011

That banks have started charging fees for debit card use didn’t surprise us much—but it seems to have caught politicians off-guard.

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Fisher Investments Editorial Staff
Investor Sentiment

Rhetorical Recapitalization

By, 10/05/2011

Eurozone finance ministers announced an agreement on Tuesday targeting the banking sector.

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Michael Hanson, Alex Nelson and Andrew Bates
Reality Check

34 Things That Mattered This Week, 10/3/11

By, 10/05/2011

This week’s collection of headlines—financial, economic and otherwise—that caught our eye.

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Fisher Investments Editorial Staff
Trade

Freeing Trade

By, 10/04/2011

Long-stalled free trade agreements with South Korea, Colombia and Panama appear set to move forward—an incremental positive for the US.

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Fisher Investments Editorial Staff
Media Hype/Myths

When the Reality Is Mostly Fear

By, 10/03/2011

Friday concluded a choppy quarter for stocks, with some fearing a new recession as a result. But do economic data support the thesis?

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Todd Bliman
The Global View

Debating the Yuan

By, 10/03/2011

The Senate began its annual exercise debating US-China trade policy Monday.

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Fisher Investments Editorial Staff
Geopolitics

Easing On Down the Eurozone Road

By, 09/30/2011

Although much remains to be done, the eurozone made incremental improvements to its various debt woes Thursday.

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Fisher Investments Editorial Staff
Geopolitics

Trifling With Transaction Taxes

By, 09/29/2011

European officials announced a proposal Wednesday that would implement an EU-wide financial transaction tax. While ill-advised in our view, if implemented, it’s an incremental negative markets likely overcome.

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Fisher Investments Editorial Staff
Politics

Taxing Regulation

By, 09/28/2011

Here's a look around the web at America's overly complicated tax and regulatory codes—and a comparison to put them in perspective.

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Fisher Investments Editorial Staff
Geopolitics

What Matters in Greek Chatter?

By, 09/27/2011

We survey the latest Greek headlines and sift between those stories with substance…and those without.

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Fisher Investments Editorial Staff
Geopolitics

Differentiating Europe’s Periphery

By, 09/26/2011

While peripheral Europe is often referred to collectively, this obscures the fact the issues confronted are different in magnitude, severity, potential resolutions and progress.

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Michael Hanson
Reality Check

40 Things That Mattered This Week, 09/23/2011

By, 09/23/2011

Here are 40 interesting stories that flew beneath many folks’ radar screens this week.

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Michael Hanson

All the World’s a Sale

By, 09/23/2011

Lest you think it’s for lightweights, two classics remind us sales is survival of the fittest. And even a key life skill.

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Fisher Investments Editorial Staff
Market Risks

Greek Déjà Vu

By, 09/23/2011

New Greek austerity proposals were met with a fresh round of worker strikes. Though unpopular, the incremental changes reflect what Greece most likely needs right now.

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Fisher Investments Editorial Staff
US Economy

Do Little Fed, Do Nothing Government

By, 09/22/2011

While the Fed took an incremental step intended to buoy the economy Wednesday, Congress seems committed to quite the opposite tactic—doing nothing.

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Fisher Investments Editorial Staff
Media Hype/Myths

Italy and the IMF

By, 09/21/2011

S&P downgraded Italy’s credit rating Monday and the IMF lowered its estimate of global growth Tuesday. But are these changes as negative as they seem?

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Amanda Williams
Into Perspective

Government’s Very Un-Invisible Hand

By, 09/21/2011

On average, government subsidies don’t yield the intended results—and maybe even have completely the opposite impact. What would yield results? Freer markets.

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Fisher Investments Editorial Staff
Deficits

Eyeing Ireland

By, 09/20/2011

Ireland and Greece were both bailed out in 2010. But the similarities don’t go much further than that.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

The Greek Shuffle

By, 09/19/2011

Greece was in the news—again—last week. Some still await a dramatic end, but is that a likely conclusion?

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Fisher Investments Editorial Staff
Currencies

The Lowdown on Dollar Swaps

By, 09/16/2011

Recent central bank action provides much-needed respite from heightened lending risk in Europe, although ongoing PIIGS debt issues remain.

read more
Fisher Investments Editorial Staff
US Economy

Dawn After Darkness

By, 09/15/2011

Thursday marks the anniversary of Lehman Brothers’ collapse. Three years on, are we facing a repeat of the 2008 financial panic and ensuing bear market?

read more
Fisher Investments Editorial Staff
Media Hype/Myths

A Solution In Search of a Problem

By, 09/13/2011

The idea of protecting manufacturing has grown in media popularity lately. Let’s examine the issue—and some proposed remedies.

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Fisher Investments Editorial Staff
Market Risks

From Whispers to Murmurs

By, 09/13/2011

Amid heightened rumors of a Greek debt default, a look at Monday’s flurry of Greece-centric headlines.

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Fisher Investments Editorial Staff
Politics

Whispers, Politics and Remembrance

By, 09/12/2011

A Friday look at things recent—and things remembered.

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Fisher Investments Editorial Staff
Trade

Trade Deficit Trifles

By, 09/09/2011

Ignore trade deficit rhetoric. Total trade is a better way to view the strength of the growing economy.

read more
Fisher Investments Editorial Staff
Geopolitics

Market-Moving Myopia

By, 09/08/2011

Markets seemed to cheer Germany’s Wednesday court ruling supporting recent eurozone bailouts—but what does that tell you about stocks’ longer-term outlook?

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Flipping Through the (Web) Pages

By, 09/07/2011

A collection of stories making headlines around the web Tuesday.

read more
Michael Hanson
Business in Review

Commies!

By, 09/07/2011

A summer’s worth of considering Commies and Libertarians. 

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Fisher Investments Editorial Staff
Politics

Politics and Pigskins

By, 09/06/2011

President Obama will address the nation Thursday on the current domestic jobs situation—but it’s unlikely solutions come from politicians on either side of the aisle.

read more
Fisher Investments Editorial Staff
Emerging Markets

Update on Brazil: Unexpected Monetary and Fiscal Stimulus

By, 09/01/2011

Brazil’s latest moves provide investors with an excellent reminder of the importance of thinking globally.

read more
Fisher Investments Editorial Staff
Monetary Policy

The Fed’s Decreased Reserve

By, 09/01/2011

The Fed’s attempted to increase transparency recently—but has it succeeded, and has it had the intended impact?

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Incremental Positives

By, 08/31/2011

Though most recent news has a negative slant, there are incremental positives out there—even if they’re largely overlooked.

read more
Fisher Investments Editorial Staff
Geopolitics

Politicking and Progress in Europe

By, 08/30/2011

While debate over EFSF changes continues, Greece appears to be making some small headway.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Resetting Expectations

By, 08/29/2011

There are two ways to think about recent market negativity—forward or backward. Let’s consider both.

read more
Fisher Investments Editorial Staff

CBO Dreamin’

By, 08/26/2011

Upon even cursory examination, the Congressional Budget Office’s projections on the budget and economy have little basis in reality.

read more
Fisher Investments Editorial Staff
Forecasting

The San Francisco Fed’s Generation Gap

By, 08/25/2011

Conclusions drawn from demographic data about the future of equity market demand sources seem initially compelling but break down under further scrutiny.

read more
Fisher Investments Editorial Staff
Politics

Regulating Regulators’ Regulations

By, 08/24/2011

It seems were going to have fewer nonsensical federal regulations following a recent government review. But let’s hope this baby-step doesn’t conclude their efforts.

read more
Fisher Investments Editorial Staff
Monetary Policy

Jawboning, Speculation and Hot Air

By, 08/23/2011

With the Fed holding its annual Jackson Hole symposium, talk of QE3 is escalating.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

The High-Frequency Debate

By, 08/22/2011

Is the blame often heaped on high-frequency trading for stoking volatility proven beyond a reasonable doubt?

read more
Fisher Investments Editorial Staff
Geopolitics

Collateral Combat and More

By, 08/19/2011

Political posturing between eurozone politicians and new derivations of existing debt fears could continue to contribute to market volatility in the short term.

read more
Fisher Investments Editorial Staff
Corporate Earnings

Earnings in Earnest

By, 08/18/2011

As another earnings season winds down, an update on how the numbers continue to play out.

read more
Fisher Investments Editorial Staff
Currencies

Golden Years

By, 08/16/2011

As the free-floating dollar turns 40, we survey the web’s reaction.

read more
Todd Bliman
Into Perspective

Conquering Volatility, Grandpa Dex Style

By, 08/15/2011
Ratings870.6781609

When financial markets get rocky, many investors don’t need a new investment strategy. They need one for controlling their nerves.

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Fisher Investments Editorial Staff
Media Hype/Myths

A Glance Around the Web

By, 08/15/2011

 A smattering of news stories from around the web. And a link.

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Fisher Investments Editorial Staff
Emerging Markets

A Retail Pop

By, 08/12/2011

Amid steep market volatility, it’s important to recognize the widely discussed negatives but also to balance them against material economic positives to get a clearer view.

read more
Fisher Investments Editorial Staff
Geopolitics

A European Update

By, 08/11/2011

Though the media’s focused on US developments, the bigger news is in Europe. While problems do exist in Europe, fears seemingly exceed reality—much like in the US.

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Fisher Investments Editorial Staff
Investor Sentiment

Volatility, Continued

By, 08/10/2011

Stocks seesawed wildly Tuesday, finishing the day solidly in the black.

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Fisher Investments Editorial Staff
Market Risks

After the Downgrade

By, 08/09/2011

Global markets experienced a sell-off Monday, as investors contended with S&P’s US credit rating downgrade and the ECB’s Spanish and Italian debt purchase plans.

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Fisher Investments Editorial Staff
Investor Sentiment

Veritable Volatility

By, 08/08/2011

Markets continued their roller coaster ride Friday but basically ended flat—a useful illustration of recent market action in general and one reason to avoid knee-jerk reactions to uncomfortable volatility.

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Fisher Investments Editorial Staff
Finance Theory

Corrective Action

By, 08/05/2011

Understanding and separating the negatives from the positive realities can help guide your investing decisions.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

The Elocution of Bond Yields

By, 08/04/2011

Bond markets have some interesting wisdom to share regarding current weak economy and credit ratings fears.

read more
Fisher Investments Editorial Staff
Capitalism

Half Full or Half Empty?

By, 08/03/2011

Debt ceiling dramatics came to a conclusion Tuesday, leaving many frustrated in its wake. Here’s a look around the news at what’s poking that frustration—and largely unnoticed remedies.

read more
Fisher Investments Editorial Staff
Investor Sentiment

Ceilings and Seesaws

By, 08/02/2011

Even if Congress passes a debt ceiling extension, don’t expect markets to sound the “all clear.”

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Exercising Caution With Cougars, Countdowns and Congress

By, 08/01/2011

With the abundance of news sources today, discerning what’s important and what’s not is more crucial than ever.

read more
Fisher Investments Editorial Staff

The American Energy Revolution

By, 07/29/2011

Thanks to new technologies, the US is rapidly increasing domestic sources of energy.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Confused About Credibility?

By, 07/28/2011

Ratings agencies are getting a lot of attention lately, but let’s look at some facts before assuming they’re all that credible.

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Fisher Investments Editorial Staff
Behavioral Finance

The Politics of Fear

By, 07/27/2011

White-hot, fear-based rhetoric is flying around the debt ceiling as politicians try to sell their positions. And, some links.

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Michael Hanson
Business in Review

The Economy in Mind

By, 07/27/2011

An unsung classic on free market capitalism from a bygone era that deserves revisiting.

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Fisher Investments Editorial Staff
Corporate Earnings

On Earnings and Economic Growth

By, 07/26/2011

A surprisingly positive earnings season has many wondering when tepid economic growth will catch up.

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Fisher Investments Editorial Staff
Market Risks

Huddling Up on Greece

By, 07/25/2011

Agreement was reached on the newest plan to quell peripheral European sovereign debt issues. What does the deal accomplish?

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Fisher Investments Editorial Staff
Investor Sentiment

Reading Chinese Tea Leaves

By, 07/22/2011

Bifurcated sentiment about China’s economic present and future speaks largely to overall sentiment in 2011—but how to read the tea leaves when truly assessing China?

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Fisher Investments Editorial Staff

Gang of Six Weighs In

By, 07/20/2011

In the ongoing debate over how to resolve the debt ceiling, the “Gang of Six” offer their own plan.

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Fisher Investments Editorial Staff

Beyond the Headlines

By, 07/20/2011

Ongoing PIIGS issues and the debt ceiling debate have captivated investor attention of late, but myriad factors—some positive and some negative—are easily missed amid the noise.

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Michael Hanson
Business in Review

A Drunkard's Walk, a Random Walk, a Fool’s Walk, and…a River!

By, 07/19/2011

Four books on randomness, uncertainty, probability, and how they work in the stock market.

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Fisher Investments Editorial Staff
Media Hype/Myths

Grading on a Curve

By, 07/19/2011

Eurozone bank stress test results were released recently to widespread criticism.

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Fisher Investments Editorial Staff
US Economy

Breaking News-US Manufacturing Isn’t Dead

By, 07/18/2011

US manufacturing is alive and well, making government claims there’s a need for a “national strategy” dubious at best.

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Fisher Investments Editorial Staff
Globalization

Fisher Investments Perspective: The Yin and Yang of Chinese Trade

By, 07/15/2011

Some criticize Chinese yuan policy as a contributor to our trade deficit. But let’s review the underlying assumptions.

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Fisher Investments Editorial Staff
Emerging Markets

Fisher Investments MarketMinder: On Chinese Consumer Behavior

By, 07/14/2011

There are many differences between the economies of China and the United States. But a cursory review of consumer behavior shows some striking similarities.

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Fisher Investments Editorial Staff
Deficits

Fisher Investments On Debt Ceilings and Downgrades

By, 07/14/2011

The US was warned its debt rating is on review, tied mostly to a political debate over an arbitrary marker—something that has happened before with no ill effect.

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Fisher Investments Editorial Staff
Emerging Markets

Fisher Investments on China’s Three Pillars

By, 07/13/2011

China is likely poised to avoid a hard landing and continue growing, but that doesn’t mean Chinese stocks are set to soar.  

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Amanda Williams and Todd Bliman
Reality Check

Full Faith and Credit

By, 07/12/2011

As the debt ceiling drama kicks into overdrive, it’s worthwhile to step back and look at whether the fuss is truly warranted.

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Fisher Investments Editorial Staff
Geopolitics

Fisher Investments Outlook: The Plot Thinnens?

By, 07/12/2011

The plot surrounding eurozone debt issues continues to unfold—but are things becoming more complex or less?

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Fisher Investments Editorial Staff
Commodities

Fisher Investments on Rising Commodity Capital Expenditures

By, 07/11/2011

Rising demand from Emerging Markets consumers has had downstream effects on agricultural commodities. This bodes well for commodity capital expenditures.

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Fisher Investments Editorial Staff
Investor Sentiment

Fisher Investments on What Casey Anthony, News of the World and Apple’s iPhone 5 Mean for Markets

By, 07/08/2011

Three stories dominated headlines Thursday—all of them outside financial news. What does that say for markets?

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Michael Hanson
Business in Review

Fisher Investments Book Review: Money ’Magination

By, 07/07/2011

Two books about how prices work turn out to be better primers in behavioral finance.

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Fisher Investments Editorial Staff
Media Hype/Myths

Defining Double Dip

By, 07/07/2011

Before understanding if a double dip is likely, it’s important to understand what one actually is.

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Fisher Investments Editorial Staff
Geopolitics

Catching Wild Pitchers

By, 07/07/2011

Moody’s downgraded Portugal Tuesday—but that’s not a huge surprise. Overall, Europe’s indicated they have the means and the desire to backstop struggling eurozone countries.

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Fisher Investments Editorial Staff
US Economy

Across Shining Seas

By, 07/06/2011

Isolationism has no place in economics or investment strategy.

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Fisher Investments Editorial Staff
Monetary Policy

QE2 Sets Sail

By, 07/05/2011

The curtain officially descended on QE2 Friday—but given the fanfare it was greeted with, its departure has been fairly quiet.

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Fisher Investments Editorial Staff
Politics

A Little Less Legislation, Please

By, 07/01/2011

Recent legislation and its unintended consequences have us asking for a little more conversation and a little less action.

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Fisher Investments Editorial Staff
Globalization

A Rising Sun

By, 06/30/2011

The impact of Japan’s earthquake, which has recently dampened global growth rates, appears to be abating.

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Fisher Investments Editorial Staff
Developed Markets

Spend and Trade

By, 06/29/2011

Though positive global developments are getting short shrift, they do exist today.

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Fisher Investments Editorial Staff
Geopolitics

French History Lessons

By, 06/28/2011

France announced a plan Monday to help Greece avert a total debt disaster—a pleasant departure from France’s historical record.

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Fisher Investments Editorial Staff
Media Hype/Myths

Not So Breaking News

By, 06/27/2011

A primary risk to investors is overemphasizing something old or wrong.

read more
Michael Hanson
Business in Review

Food Politics

By, 06/24/2011

Robert Paarlberg’s book on the politics of food is a good primer for investors and those generally interested in the topic.

read more
Fisher Investments Editorial Staff
Commodities

An IEA Surprise

By, 06/24/2011

Oil prices dropped yesterday on a surprise increase in supply from emergency reserves—but fundamentals seem to point to oil prices remaining firm.

read more
Fisher Investments Editorial Staff
Monetary Policy

Waving the Fed’s Wand

By, 06/23/2011

Many seem to think the Fed has a magic wand it can wave to solve the economy’s woes. But folks seem to believe in monetary policy sometimes and not others.

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Fisher Investments Editorial Staff
Personal Finance

As the World Changes (Or Not)

By, 06/22/2011

The world isn’t likely to get any less globalized, so shift your investment focus to global first and local second.

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Fisher Investments Editorial Staff
Market Risks

PIIGS Political Posturing

By, 06/21/2011

Negotiations over Greece’s bailout took three steps forward on Friday —but two steps back on Monday.

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Fisher Investments Editorial Staff
Market Risks

Below the Radar

By, 06/20/2011

If it’s risks you’re assessing, it’s a mistake to stop at headline news.

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Fisher Investments Editorial Staff
Geopolitics

Kicking the Greek Debt Can

By, 06/17/2011

The IMF gave the Greek drama a breather on Thursday, reducing the immediate need for a bailout and austerity measures for the time being.

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Fisher Investments Editorial Staff
US Economy

Economic Predestination

By, 06/16/2011

It seems the release of every economic data point brings fresh comparisons to the Great Depression—but they just don’t hold up. Nor do they tell us much about where we’re headed next.

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Fisher Investments Editorial Staff
Investor Sentiment

The Great Expectations Gap

By, 06/15/2011

The gap between expectations and reality is a vitally important area for investors to consider.

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Fisher Investments Editorial Staff
Market Cycles

A Grueling Hike

By, 06/14/2011

Though global stocks aren’t yet down 10% from their peak, this pullback has some characteristics of a correction.

read more
Fisher Investments Editorial Staff
Behavioral Finance

A Not So Trivial Quiz

By, 06/13/2011

The very human tendency to fixate on negative events is a behavioral trait that doesn’t serve investors well.

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Fisher Investments Editorial Staff
Others

Fool Me Once, Shame On Me?

By, 06/10/2011

Picking apart financial news and reading between the lines are critical to successful investing.  

read more
Fisher Investments Editorial Staff
Geopolitics

OPEC’s Oil Undulations

By, 06/09/2011

OPEC left oil production quotas unchanged Wednesday, but the impact on markets is likely minimal and short term in nature.

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Fisher Investments Editorial Staff
US Economy

Foggy Financials

By, 06/08/2011

Though regulatory uncertainty is troubling Financials shares, banks are healthier than most think.

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Fisher Investments Editorial Staff
Geopolitics

One Lord to Rule Them All

By, 06/07/2011

It seems no one is happy about the pace of anyone else’s financial regulation—the EU thinks the US is too slow and vice versa.

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Fisher Investments Editorial Staff
Media Hype/Myths

Recycled Financial Headlines

By, 06/06/2011

Despite some negative headlines, the latest reports indicate expansion continues for the US economy. 

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Fisher Investments Editorial Staff
Geopolitics

Yogic Wisdom on the Euro

By, 06/03/2011

Disbanding the euro isn’t a magic solution to Europe’s debt woes.

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Fisher Investments Editorial Staff
Media Hype/Myths

The Great Non-Depression

By, 06/02/2011

A recent slowdown in some economic data has the media bemoaning we’re on the verge of the next Great Depression—but the numbers just don’t support that.

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Michael Hanson
Business in Review

Hardcore Entrepreneurial Candor

By, 06/02/2011

Two books on the stark realities of what it takes to get rich.

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Fisher Investments Editorial Staff
Media Hype/Myths

Cue the Curtain for QE2?

By, 06/01/2011

With June’s arrival comes the last month of the Fed’s second round of quantitative easing purchases.

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Fisher Investments Editorial Staff
Politics

Showdown at the Deregulatory Corral

By, 05/31/2011

Republicans and Democrats agree—the US has a lot of unnecessary regulation. If only they’d take it a step further.

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Fisher Investments Editorial Staff
GDP

What’s Up Is Up, What’s Down Is…Up

By, 05/27/2011

While Q1 GDP was unchanged, dueling headlines said corporate profits both rose and fell.

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Fisher Investments Editorial Staff
Forecasting

On Economic Calls and Data

By, 05/26/2011

The OECD’s biannual report Wednesday indicated global recovery’s on track, though threats remain. What should investors take from such forecasts?

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Fisher Investments Editorial Staff
US Economy

A Headache Over Housing?

By, 05/25/2011

Although a housing recovery would provide a nice tailwind moving forward, it isn’t necessary for continued economic growth.

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Fisher Investments Editorial Staff
Deficits

Indebted Europe

By, 05/24/2011

News out of Europe on Monday refreshed PIIGS worries.

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Fisher Investments Editorial Staff
Developed Markets

A Bump in the Road

By, 05/23/2011

Individual countries may hit economic bumps in the road to recovery, but on the whole that shouldn’t stop the positive forces propelling the global economy forward.

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Fisher Investments Editorial Staff
Market Risks

What Bubble Hunters Miss

By, 05/20/2011

Hunting bubbles is a popular pastime these days, but is it timely?

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Fisher Investments Editorial Staff
Deficits

Attack of the Muni Monsters

By, 05/19/2011

2011 was predicted to be the year of the municipal bond default—but how has that played out so far?

read more
Fisher Investments Editorial Staff
Trade

Make a Trade for Trade

By, 05/18/2011

Pending FTAs with Panama, Colombia and South Korea are caught in yet another political battle.

read more
Fisher Investments Editorial Staff
US Economy

Breaking the Debt Ceiling

By, 05/17/2011

On Monday, the US hit the $14.3 trillion debt ceiling, stressing the need for Congress to raise the debt ceiling—which will likely happen eventually.

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Fisher Investments Editorial Staff
Market Risks

Marking to Footnote

By, 05/16/2011

Continuing a trend away from FAS 157, the Financial Accounting Standards Board announced a change to fair value accounting rules Friday.

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Fisher Investments Editorial Staff
Globalization

Capital Wanted: Invest Within

By, 05/13/2011

Chinese investment abroad seems set to rise in the coming decade, bringing desirable capital—and undeserved fear.

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Fisher Investments Editorial Staff
Media Hype/Myths

WPA, Reductio Ad Absurdum

By, 05/12/2011

Unemployment’s continued sluggishness has some proposing rather radical government solutions—which would likely do more harm than good.

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Fisher Investments Editorial Staff
Media Hype/Myths

Dawn of the Not So Dead

By, 05/11/2011

US manufacturing, long thought dead, is actually much healthier than rumored.

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Fisher Investments Editorial Staff
Monetary Policy

Rumors and Bailouts

By, 05/10/2011

S&P once again downgraded Greece’s rating—but EU officials are likely to continue to provide financial support as necessary to avoid a collapse of the euro currency.

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Fisher Investments Editorial Staff
Market Risks

A Retrospective Call for Introspection

By, 05/09/2011

Friday marked one year since the widely discussed “Flash Crash.” But is the right response increased regulation or increased introspection?

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Fisher Investments Editorial Staff
Trade

A Torrent of Free Trade

By, 05/06/2011

The recent destruction of trade barriers, which seems poised to continue, is a move we heartily applaud.

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Todd Bliman
Inconvenient Truths

A Common Thread Between Horse Manure and Peak Oil

By, 05/05/2011

Many Peak Oil theorists’ bleak view of human creativity and lack of understanding of modern science are fatal fallacies.

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Michael Hanson
Business in Review

Getting Acquainted with Geopolitics

By, 05/05/2011
Ratings31.666667

Two essential readings in geopolitics, regardless of your ideology.

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Fisher Investments Editorial Staff
Geopolitics

And Then There Were Three

By, 05/04/2011

Portugal announced preliminary details of its bailout package Wednesday. But are bailouts really the heart of the matter?

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Fisher Investments Editorial Staff
US Economy

Mending Lending

By, 05/04/2011

A new Fed survey shows banks are healthier and lending is improving, but profit margins may be squeezed awhile longer.

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Fisher Investments Editorial Staff

No Stagflation Nation

By, 05/03/2011

Facts tell us stagflation is no current threat.

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Fisher Investments Editorial Staff
Media Hype/Myths

April Showers Bring May Myths

By, 05/02/2011

May has arrived, and along with it, the often-repeated investing  advice to sell and go away.

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Fisher Investments Editorial Staff
US Economy

Not Running on Empty

By, 04/29/2011

Preliminary US Q1 2011 GDP came in below expectations, but varying speeds in a growth cycle are perfectly normal.

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Fisher Investments Editorial Staff
Commodities

Not So Sterling Silver

By, 04/28/2011

Silver’s on a tear, but history suggests it’s both a poor inflation hedge and long-term investment.

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Fisher Investments Editorial Staff
Deficits

Greek Theater

By, 04/27/2011

The PIIGS spotlight swings back to Greece amid talks of Greek debt restructuring.

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Fisher Investments Editorial Staff
Politics

Let’s All Say on Pay

By, 04/26/2011

US firms are beginning to allow investors to “say on pay,” a popular Dodd-Frank provision that likely does little to prevent future disasters.

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Fisher Investments Editorial Staff
Politics

The Dodd-Frank “Act” Strikes Again?

By, 04/21/2011

The Federal Reserve released yet another proposal in response to provisions of the Dodd-Frank Act, but practical details were few and far between and likely unnecessary.

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Fisher Investments Editorial Staff
Corporate Earnings

Fisher Investments MarketMinder: Our Eye on Earnings

By, 04/20/2011

Q1 2011 corporate profit growth may be more subdued relative to past quarters, but Fisher Investments MarketMinder finds that normal in the course of an ongoing expansion.

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Fisher Investments Editorial Staff
Deficits

The Scarlet Letter

By, 04/19/2011

S&P downgraded the US’s credit rating outlook by a notch, but it shouldn’t mean much.

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Fisher Investments Editorial Staff
Globalization

Global-phobia

By, 04/18/2011

Fears of China’s fast economic growth—which continued in Q1—are misplaced

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Fisher Investments Editorial Staff
Taxes

’Tis the Season

By, 04/15/2011

Politicians are duking it out in a timely battle over taxes, debts, and deficits. But what will be the market impact when a winner emerges?

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Fisher Investments Editorial Staff
Politics

A Lesson in the Law of Unintended Consequences

By, 04/14/2011

Legislation that interferes with free markets can and frequently does have completely unintended consequences—sometimes undermining the very purpose of the legislation.

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Fisher Investments Editorial Staff
Media Hype/Myths

Level 7, by Label Only

By, 04/13/2011

The Fukushima nuclear accident was upgraded to level 7—on par with Chernobyl—but that’s likely where the similarities end.

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Fisher Investments Editorial Staff
Trade

The Totality of Trade

By, 04/12/2011

China reported a trade deficit in Q1 2011, but despite that, both Chinese imports and exports rose—a desirable overall increase in trade.

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Fisher Investments Editorial Staff
Politics

Shutdown Charade

By, 04/11/2011

Talk swirled of a potential government shutdown Friday, but let’s separate the economic wheat from the political chaff.

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Fisher Investments Editorial Staff
Market Risks

Iberian Bailout

By, 04/08/2011

Portugal formally requested a bailout Thursday, removing some uncertainty, but questions about eurozone stability remain.

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Fisher Investments Editorial Staff
Trade

A Triumph for Trade

By, 04/07/2011

Contrary to protectionists’ claims, free trade agreements give American companies a fighting chance in an increasingly competitive global marketplace.

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Fisher Investments Editorial Staff
Politics

An Impasse Comes to Pass

By, 04/06/2011

Congressional Democrats and Republicans continue to battle over the budget.

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Fisher Investments Editorial Staff
Geopolitics

Eurozone Power Plays

By, 04/05/2011

Recent local elections suggest gridlock is taking hold in Europe.

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Fisher Investments Editorial Staff
Behavioral Finance

Checking the Inner Gut Strategist

By, 04/04/2011

Economic growth and positive market returns continued in Q1 2011. But what of investor sentiment?

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Fisher Investments Editorial Staff
Behavioral Finance

Don’t Fool Yourself

By, 04/01/2011

Year after year, crises come and go, and the market carries on.

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Fisher Investments Editorial Staff
Monetary Policy

A QE2 Quandary

By, 03/31/2011

The QE2 debate’s already begun, and unsurprisingly, officials and politicians are heavily divided on the subject.

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Fisher Investments Editorial Staff

A MENA Update

By, 03/30/2011

A look at what’s currently going on in the MENA conflicts and possible impacts on global oil supplies.

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Fisher Investments Editorial Staff
Corporate Earnings

Profits Prove Positive

By, 03/29/2011

US Q4 2010 corporate profits were once again hugely positive—proof of overall US corporate health.

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Fisher Investments Editorial Staff
Personal Finance

A Long Road Gets Longer

By, 03/28/2011

A new report from the Centers for Disease Control and Prevention holds some important pointers for investors.

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Michael Hanson
Business in Review

For Whom Does the Grail Serve?

By, 03/28/2011

Consistent market outperformance is brutally tough, but it’s no Holy Grail.

read more
Fisher Investments Research Staff
Reality Check

A Primer on the CPI

By, 03/28/2011

Have changes made to the Consumer Price Index calculation affected its value?

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Fisher Investments Editorial Staff
Geopolitics

Nuclear No Go?

By, 03/25/2011

Global stocks have largely shrugged off short-term declines in the aftermath of Japan’s earthquake and tsunami. However, political debate on the future of nuclear energy rages on.

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Fisher Investments Editorial Staff

Portugal’s Socratic Method

By, 03/24/2011

Portugal’s parliament rejected new austerity measures Wednesday, adding to eurozone uncertainty.

read more
Fisher Investments Editorial Staff
Currencies

Top Dollar

By, 03/23/2011

Despite the US dollar recently weakening relative to other major currencies, there’s no imminent dollar demise.

read more
Fisher Investments Editorial Staff
US Economy

Who Loves Toxic Waste?

By, 03/22/2011

The US Treasury plans to sell $142 billion of mortgage-backed securities bought in 2008—the latest example of the government profiting from financial panic intervention.

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Fisher Investments Editorial Staff
Media Hype/Myths

Stressing Over Banks?

By, 03/21/2011

The Fed’s latest stress test will permit select banks to increase their dividends. Hooray! But are the tests asking the right question?

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Fisher Investments Editorial Staff
Monetary Policy

EFSF Still TBD

By, 03/18/2011

Lost amid the headlines, eurozone officials made positive strides in overhauling bailout fund terms—but there’s still plenty of work to do.

read more
Fisher Investments Editorial Staff
Forecasting

Black Swans or Gray Pigeons?

By, 03/17/2011

As the media bemoans an increasing prevalence of “Black Swans,” it’s worthwhile to consider the definition and whether it’s truly applicable to recent events.

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Fisher Investments Editorial Staff

Japan’s Impact

By, 03/15/2011

The events in Japan, while tragic, likely have little lasting global economic impact.

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Fisher Investments Editorial Staff
Market Risks

It’s Not What’s Possible That Counts

By, 03/14/2011

Two events Friday highlight why investing based solely on what’s possible is wrong.

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Fisher Investments Editorial Staff
Market Risks

What Portugal Portends

By, 03/11/2011

European banking and debt woes are a ways off from a more permanent resolution, and as politicians work on refining one, transparency and clarity are advisable.

read more
Fisher Investments Editorial Staff

Many Happy Returns!

By, 03/10/2011

The bull market celebrated another birthday Wednesday, providing an opportunity to look back and consider future prospects.

read more
Fisher Investments Editorial Staff
Emerging Markets

Another Five-Year Plan

By, 03/09/2011

China recently revealed the blueprint of its economic policies and objectives for the next five years.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Greek Prologue

By, 03/07/2011

Greece’s credit rating took another hit Monday—but what’s really news is what’s happening in the rest of the eurozone.

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Fisher Investments Editorial Staff
Media Hype/Myths

A Welcome, Yet Flawed Addition

By, 03/07/2011

Recent comparisons of our national debt to corporations are a welcome, though flawed, addition to the debt conversation.

read more
Fisher Investments Editorial Staff
US Economy

Muni Meltdown Myths

By, 03/04/2011

Fears of a US muni market meltdown are spreading, but even if defaults reached their worst levels historically, the fallout would likely be relatively limited.

read more
Fisher Investments Editorial Staff
US Economy

Help Wanted?

By, 03/03/2011

Private sector employment exceeded expectations Wednesday, but what does that say about the global recovery’s direction?

read more
Fisher Investments Editorial Staff
Deficits

America Express

By, 03/02/2011

US economic growth is accelerating faster than most of the developed world—boding well for American stocks.

read more

Fianna Fail’s Failed

By, 03/01/2011

After more than a decade in power, Ireland’s Fianna Fail party gives way to Fine Gael—which faces a significant challenge in balancing domestic and foreign popularity.

read more
Fisher Investments Editorial Staff

A Highly Speculative Bet on the Indirect

By, 02/28/2011

While many opine about oil's potential impact on US growth, the reality is the relationship isn't as direct as many assume.

read more
Michael Hanson
Business in Review

Do As I Say, Not As I Do

By, 02/25/2011

Three books highlight a few problems with expert investing advice.

read more
Fisher Investments Editorial Staff
Behavioral Finance

Indicator Acrophobia

By, 02/25/2011

Investors should take a cue from stock markets and ignore when indexes hover at round number thresholds.

read more
Fisher Investments Editorial Staff
Geopolitics

Oil’s Ominous Overhang?

By, 02/24/2011

As oil prices rise, many speculate about the future using comparisons to recent history. But it's important to keep historical comparisons in perspective when making forward-looking decisions.

read more
Brad Pyles
The Big Picture

Inside Increasing Global Grain Prices

By, 02/23/2011

A look at what's driven global grain prices higher recently.

read more
Fisher Investments Editorial Staff
Commodities

Unrest at Oil's Door

By, 02/23/2011

Unrest in Libya could have a material impact on global energy supplies and prices.

read more
Fisher Investments Editorial Staff
Trade

When 777.7% Doesn’t Equal Growth

By, 02/22/2011

Japanese protectionism plays a large role in the country's economic malaise. But reforms—including greater openness and free trade—could help buoy economic growth.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Fearing Foodflation

By, 02/18/2011

Recent food price increases have many fearing inflation. But foodflation and inflation aren't necessarily one and the same.

read more
Fisher Investments Editorial Staff
Globalization

Ich Bin Ein NYSE Berliner

By, 02/17/2011

Acquisitions of American icons by foreign competitors shouldn't be viewed with patriotic disdain—consolidation is a normal and necessary part of success in the increasingly competitive global marketplace.

read more
Fisher Investments Editorial Staff
Currencies

Dollar on the Decline?

By, 02/16/2011

Neither the yuan—nor any other currency—will upstage dollar dominance anytime soon.

read more
Fisher Investments Editorial Staff
Deficits

A Budget Battle

By, 02/15/2011

President Obama revealed his 2012 budget Monday—and true to form, lawmakers are already bristling over proposed spending cuts and tax increases.

read more
Fisher Investments Editorial Staff
Politics

Vaguely Reforming Their Fannie

By, 02/14/2011

Treasury Secretary Tim Geithner presented three proposals for reforming Fannie Mae and Freddie Mac on Friday.

read more
Fisher Investments Editorial Staff
Geopolitics

Egyptian Flip-Flop

By, 02/11/2011

Unrest in Egypt continues, but don't overestimate its potential to impact global markets.

read more
Fisher Investments Editorial Staff
Politics

Merlin’s Unintended Magic

By, 02/10/2011

Regulations and agreements like the UK's Project Merlin may make unhappy taxpayers feel better, but they're more likely to do harm than address the actual issues.

read more
Michael Hanson
Business in Review

How to Read the Wall Street Journal

By, 02/10/2011
Ratings254.42

Did Rupert Murdoch's purchase of the Wall Street Journal improve the paper, or lower its bar further toward the lowest common denominator?

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Fisher Investments Editorial Staff
Emerging Markets

New Lunar Year, Same Rising Inflation

By, 02/09/2011

China increased interest rates again in its ongoing battle with rising inflation.

read more
Fisher Investments Editorial Staff
Geopolitics

Vaguely Inconclusive

By, 02/08/2011

The EU held an economic summit last week—but concrete results were lacking, with dissent across the board.

read more
Fisher Investments Editorial Staff
Others

2011: A Sentiment Tug-of-War

By, 02/07/2011

The bull market looks likely to continue in 2011 but with important differences from the past two years.

read more
Fisher Investments Editorial Staff
Geopolitics

Distribution or Inflation?

By, 02/04/2011

Sharp food price swings are stoking inflation in some countries, but monetary policy likely isn't the answer.

read more
Fisher Investments Editorial Staff
US Economy

More With Less

By, 02/03/2011

Growth continues to surge in the US thanks to increasing productivity.

read more
Fisher Investments Editorial Staff
Others

That Four-Letter Word

By, 02/02/2011

The US government may currently be in deep debt, but it's not necessarily a cause for alarm.

read more
Fisher Investments Editorial Staff
Geopolitics

Egyptian Unrest

By, 02/01/2011

Tensions in Egypt escalated over the weekend as riots continued—but global economic fundamentals remain strong.

read more
Michael Hanson

Six Mistakes Investors Are Likely to Make This Year

By, 01/31/2011

Years at Fisher Investments have taught me the absolute best investors are wrong quite a lot (one reason to believe in the amazing and rejuvenating powers of proper diversification), but being wrong often doesn’t mean you can’t beat the markets consistently, or at the very least achieve your investing goals.

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Fisher Investments Editorial Staff
US Economy

Recovery Ends. Expansion Begins.

By, 01/31/2011

Preliminary US Q4 GDP showed 3.2% annualized growth and pushed the economy to a new high-water mark—inconceivable to many just two short years ago.

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Fisher Investments Editorial Staff
Politics

Hitting the Mark-to-Market

By, 01/28/2011

The FASB's actions speak louder than the FCIC's words.

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Michael Hanson
Business in Review

End the Fed

By, 01/27/2011

A political manifesto? Yes, but Ron Paul's book deriding the Fed is also one of the best layperson's primers on central banking in years.

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Fisher Investments Editorial Staff
Politics

SOTU: An Acronym Promising Fewer Acronyms

By, 01/27/2011

The President dropped a tempting teaser in his State of the Union address Tuesday night when he discussed deregulation. We've got some ideas of where to start.

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Fisher Investments Editorial Staff
Corporate Earnings

Blues’ Clues?

By, 01/26/2011
Subdued US blue chips earnings reports shouldn't surprise—nor necessarily disappoint.read more
Fisher Investments Editorial Staff
US Economy

Not-So-Toxic TARP

By, 01/25/2011

Preliminary reports indicate the US Treasury's eight "toxic asset” funds weren't so toxic after all.

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Fisher Investments Editorial Staff
Politics

Rumored Rulemaking

By, 01/24/2011

The Dodd-Frank financial reform law mandated myriad studies, and they're beginning to roll in—to a chorus of yawns and questions.

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Fisher Investments Editorial Staff
Inflation

Chinese Inflation Conundrum

By, 01/21/2011

China's attempt to avoid overheating without imperiling growth is a timely reminder of the diversity of Emerging Markets countries.

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Fisher Investments Editorial Staff
Market Cycles

Ho Hum Housing

By, 01/20/2011
The housing market continues to see ups and downs—but we needn't rely on its full recovery to see continued economic growth.read more
Fisher Investments Editorial Staff
Others

A Beltway Blue Moon

By, 01/19/2011

A recent executive order seeks to clean house in Washington and hints at a more moderate political climate.

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Fisher Investments Editorial Staff
US Economy

Eyeing the Exit

By, 01/18/2011
Inflation was up in 2010, but 2011 shouldn't bring materially higher prices. read more
Fisher Investments Editorial Staff
Geopolitics

Iberian-Induced Anxiety

By, 01/14/2011
Despite successful auctions by Portugal and Europe's periphery, sovereign debt fears remain. However, the worst-case scenario—a disorderly EMU breakup—remains unlikely in 2011. read more
Brad Pyles
Into Perspective

An Overview of Gold

By, 01/14/2011
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Gold ETFs drove gold's outperformance in the last bull market. But with no such force this time around, gold appears back to its usual bull market underperformance.

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Fisher Investments Editorial Staff
Currencies

Reap What You Sow

By, 01/13/2011
The latest data shows the Chinese government is still trying to find the right balance between growth and too-fast growth.read more
Fisher Investments Editorial Staff
Others

Circling the Wagons

By, 01/12/2011
Strong demand met the eurozone's first jointly backed bonds to aid Ireland.  read more
Fisher Investments Editorial Staff
Others

The Piggy Bank’s Still Intact

By, 01/11/2011
As a new year in sovereign funding gets under way, euro scrutiny may heat up a bit.  read more
Fisher Investments Editorial Staff
US Economy

A Tale of Two Unemployment Rates

By, 01/10/2011
Is unemployment really the paramount economic indicator?read more
Fisher Investments Editorial Staff
Market Cycles

When Parts Move the Whole

By, 01/07/2011
A few industries, comprising only a fraction of a sector, can have significant impact on overall performance. read more
Fisher Investments Editorial Staff
Market Cycles

Even Mules Budge

By, 01/06/2011
The recent increase in US payrolls suggests a broader economic recovery may be underway.read more
Fisher Investments Editorial Staff
Others

Abandoning the Absolute

By, 01/05/2011
The ability to think relatively is one of humanity's great strengths—especially in investing.read more
Michael Hanson
Business in Review

Bull!

By, 01/05/2011

An accessible history of the bull markets spanning the '80s and '90s, but skip the analysis.

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Fisher Investments Editorial Staff
Developed Markets

On an Up Note

By, 01/04/2011
2010 looks to have ended on an economic up note.read more
Fisher Investments Editorial Staff
Media Hype/Myths

A Resolution Good Enough to Keep

By, 01/03/2011
What should investors take away from 2010? read more

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