Fisher Investments Editorial Staff
Commodities

The Milkman Cometh

By, 12/31/2012

If the US falls off the “dairy cliff,” will milk prices double?

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Fisher Investments Editorial Staff
Politics

Extraordinary Politicking

By, 12/28/2012

A look at the debt ceiling and the Treasury’s extraordinary measures to keep politicians politicking.

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Fisher Investments Editorial Staff
Others

A Blustery Energy Outlook

By, 12/27/2012

There seem to be a number of trends in the energy industry converging—how they play out depends largely (for better or worse) on politicians’ decisions.

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Fisher Investments Editorial Staff
Taxes

The Mayan Cliff

By, 12/24/2012

While the US’s budget debate is much more real than the (now passed) Mayan doomsday, it’s also highly overstated.

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Elisabeth Dellinger
Capitalism

How Capitalism Saved Christmas

By, 12/24/2012

The story of how West German capitalism saved Germany's nutcracker industry during the Cold War.

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Naj Srinivas
The Global View

The Week Ahead: Dec. 23-29, 2012

By, 12/21/2012

Key US and Japanese economic data will be released later in the week, however most economic and political news should be light during the holiday shortened week.

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Fisher Investments Editorial Staff
US Economy

Third Time’s a Charm

By, 12/21/2012

US Q3 GDP was revised up on higher personal spending and a downturn in imports. To us, despite headwinds and concerns (which are nearly always present), it’s likely expansion continues ahead.

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Fisher Investments Editorial Staff
Geopolitics

Inside Korea’s Election

By, 12/20/2012

With the election of Park Geun-hye as Korea’s next president Wednesday, the outlook for free trade appears bright.

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Emily Dunbar
Capitalist Corner

Merry Capitalism!

By, 12/20/2012

This holiday season, it’s time to celebrate what others innovate.

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Fisher Investments Editorial Staff
Politics

Cliff’s Fisca-la-la-la Follies

By, 12/19/2012

Just as the holiday season is reaching its peak, so are debates about the fiscal cliff … At least, they seem to be getting there.

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Fisher Investments Editorial Staff
Geopolitics

Gambatte Ne, Abe-san

By, 12/18/2012

Japan’s new prime minister pledged to end his nation’s long-running economic funk, but his planned fiscal and monetary stimulus likely won’t combat Japan’s deep structural issues.

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Fisher Investments Editorial Staff
Monetary Policy

More on the Fed

By, 12/17/2012

Following more QE, it seems to us many in the media are worried about the Fed’s exit strategy when the entry strategy is actually more problematic.

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Fisher Investments Editorial Staff
Developed Markets

Report from the European Trenches

By, 12/14/2012

The European Union appointed a banks regulator and the UK approved fracking.

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Naj Srinivas
The Global View

The Week Ahead: Dec. 16-22, 2012

By, 12/14/2012

Japanese parliamentary elections, South Korean presidential elections and a grab-bag of US economic news are on tap next week.

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Fisher Investments Editorial Staff
Monetary Policy

Ken Fisher on the Fed’s Un-Stimulus

By, 12/13/2012

The Fed announced more quantitative easing Wednesday—which we think rather ill-advised.

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Fisher Investments Editorial Staff
Others

Regulation Deliberation

By, 12/11/2012

The development and implementation of regulation rooted in 2008’s financial crisis has largely been slow. And overall, that’s a good thing.

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Fisher Investments Editorial Staff
Trade

The Ken Fisher Perspective on NAFTA’s 19 Years

By, 12/11/2012

In honor of NAFTA’s 19th birthday, a brief look at the myriad benefits of free trade.

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Fisher Investments Editorial Staff
Politics

Lights, Energy, Inaction! Ken Fisher’s Warning Against Unintended Consequences

By, 12/09/2012

France's attempt to conserve energy use may have unintended consequences.

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Fisher Investments Editorial Staff
Commodities

Ken Fisher on the Harder to Discern Benefits of Natural Gas Exports

By, 12/08/2012

The US government’s study on natural gas exports seems to have reached a sensible conclusion, though perhaps for just the obvious reasons.

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Fisher Investments Editorial Staff
Others

Greek Default Redux

By, 12/07/2012

Two Greek defaults couldn’t derail markets in 2012.

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Naj Srinivas
The Global View

The Week Ahead: Dec. 9-15, 2012

By, 12/07/2012

A number of US economic reports, Federal Reserve and European Council meetings are scheduled for next week.

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Fisher Investments Editorial Staff
US Economy

Ken Fisher on Falling Off a Cliff and Hitting a Ceiling

By, 12/07/2012

Fiscal cliff talks in Washington took a turn toward another political machination—the debt ceiling—something you might remember from … 91 times before.

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Fisher Investments Editorial Staff
Politics

Austerity in the UK?

By, 12/06/2012

No matter the political hubbub that follows, Britain’s 2013 budget plans clearly show austerity is still a misnomer, at least in the UK.

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Fisher Investments Editorial Staff
Geopolitics

Regulatory Wrangling

By, 12/05/2012

A look at some of Tuesday’s international squabbling over financial regulation.

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John Hulcher
Unconventional Wisdom

Yet More Bull—Mega Style

By, 12/05/2012

With technical analysis, a unique interpretation is essential to gain advantage—and fundamentals are essential to that unique interpretation.

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Fisher Investments Editorial Staff
US Economy

Manufacturing a Connection

By, 12/04/2012

Alleged connections between manufacturing’s contraction and the fiscal cliff seem, well, manufactured.

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Fisher Investments Editorial Staff
Others

Unintended Unintended Consequences

By, 12/03/2012

Often, the unintended consequences of government action are rather predictable—sometimes, though, even the unintended consequences are a surprise.

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Elisabeth Dellinger
The Global View

The Tempest in Westminster

By, 12/03/2012

What does the UK government’s in-fighting over press regulation mean for UK markets?

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Naj Srinivas
The Global View

The Week Ahead: Dec. 2-8, 2012

By, 11/30/2012

Global manufacturing data, US employment reports, central bank monetary policy announcements and continuing congressional fiscal cliff talks are all scheduled for the first week of December.

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Fisher Investments Editorial Staff
Developed Markets

Underappreciated Thursday

By, 11/30/2012

Signs of underappreciated positives in the US and Europe.

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Fisher Investments Editorial Staff
Capitalism

The (French) Revolution Will Not Be Televised

By, 11/29/2012

France is seemingly finding socialism in practice is a little trickier than in theory.

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Fisher Investments Editorial Staff
Deficits

Greek Debt Deal, Take 43.7

By, 11/28/2012

Eurozone leaders reached a deal concerning Greek debt troubles earlier this week—so what does that mean for Greece moving forward?

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Fisher Investments Editorial Staff
Corporate Earnings

Turning Toward Earnings

By, 11/27/2012

Aggregate S&P 500 earnings growth was flat in Q3, but this bull market still has room to run.

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Fisher Investments Editorial Staff
Others

Reasons to Give Thanks

By, 11/23/2012

Our annual list of reasons we’re thankful this year.

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Naj Srinivas
The Global View

The Week Ahead: Nov. 25 - Dec. 01, 2012

By, 11/23/2012

US economic data, a potential agreement on the next tranche of Greek aid and a regional election in Spain likely close out November.

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Fisher Investments Editorial Staff
Geopolitics

Moody’s Muddled French Markets

By, 11/21/2012

Economic reality doesn’t seem to have influenced Moody’s downgrade of France as much as political pressures likely did.

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Fisher Investments Editorial Staff
Trade

The Tie That Binds

By, 11/20/2012

At this week’s ASEAN and East Asian summits, free trade talks trump territorial disputes.

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Fisher Investments Editorial Staff
Taxes

The Affordable Care Act’s Affordability: Taxes

By, 11/19/2012

The US election results seemingly have given rise to heated rhetoric over the Affordable Care Act’s implementation. Let’s analyze the likely economic and market impact.

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Naj Srinivas
The Global View

The Week Ahead: Nov. 19-23, 2012

By, 11/16/2012

A rash of US data, European Union meetings and some Chinese economic indicators likely round out the holiday-shortened week.

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Fisher Investments Editorial Staff
Others

Unsurprising Revelations

By, 11/16/2012

The eurozone and China dominated headlines Thursday, but news was largely as expected, save for a few interesting twists.

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Fisher Investments Editorial Staff
Taxes

Fiscal Cliff, Meet Fiscal Norm

By, 11/15/2012

Much US rhetoric is focused squarely on the fiscal cliff—which we’d suggest is actually much more the fiscal norm.

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Fisher Investments Editorial Staff
Politics

Politics as Usual

By, 11/14/2012

Politicians globally were up to their usual games Tuesday—here’s a brief look at a couple instances.

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Fisher Investments Editorial Staff
Geopolitics

Greece Is the Word

By, 11/13/2012

The latest on Greece’s aid negotiations.

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Fisher Investments Editorial Staff
Politics

All Eyes on China

By, 11/12/2012

What does China’s leadership transition mean for its economy?

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Naj Srinivas
The Global View

The Week Ahead: Nov. 11-17, 2012

By, 11/09/2012

Fiscal cliff rhetoric and Japanese and eurozone economic data are likely headline grabbers in the week ahead.

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Fisher Investments Editorial Staff
Politics

Obama, Take Two

By, 11/08/2012

Investors concerned about the impact on stocks from Obama’s second term should consider some key factors.

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Amanda Williams
Reality Check

Big League Capitalism

By, 11/07/2012

Turns out Hugo Chavez and many Venezuelans are huge baseball fans. If only the country could leverage that love in the name of freer markets and private property protection.

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Fisher Investments Editorial Staff
Taxes

Hollande Taketh, Hollande Giveth

By, 11/07/2012

France’s seemingly conflicting moves recently highlight the balancing act President François Hollande’s been performing—balancing budget-clearing austerity with economic competiveness-boosting reform.

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Fisher Investments Editorial Staff
Politics

Political Profiteering

By, 11/06/2012

Politicians engaged in attempting to allocate scarce resources in the Northeast could easily do more good by letting markets do what they do best.

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Fisher Investments Editorial Staff
US Economy

The Great Unemployment Debate

By, 11/05/2012

Despite accelerating hiring, the unemployment rate incrementally rose in the last report before the US elections. But should we draw any material conclusions from the data?

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Michael Hanson

Politics Book Review: Same Old Incendiary

By, 11/02/2012

With the election upon us, a measure of sanity and perspective.

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Naj Srinivas
The Global View

The Week Ahead: Nov. 4-10, 2012

By, 11/02/2012

A rash of European economic news, US elections and a Chinese leadership transition should dominate headline events next week.

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Fisher Investments Editorial Staff
Others

Hurricanes and Broken Windows

By, 11/02/2012

Examining the potential economic and market impact of natural disasters.

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Fisher Investments Editorial Staff
Behavioral Finance

Emotional Nevolution

By, 11/01/2012

A new study shows behavioral pitfalls have hindered investors since the dawn of equity markets. How can we fight our emotions?

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Fisher Investments Editorial Staff
Politics

Ancillary Agencies

By, 10/31/2012

The President’s recent proposal of a new Secretary of Business seems more likely to add to government bureaucracy than to streamline it, whatever the stated aim.

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Fisher Investments Editorial Staff
Geopolitics

A Look Around the Eurozone

By, 10/30/2012

While the US hunkered down for Hurricane Sandy, Europe was plenty busy.

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Fisher Investments Editorial Staff
GDP

Three Charts on Q3 (US GDP, That Is)

By, 10/29/2012

US Q3 GDP accelerated in Friday’s report and, despite small fluctuations under the hood, the big picture seems similar to the recent past.

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Fisher Investments Editorial Staff
Taxes

The Dingo Ate Yo’ Tax Revenues

By, 10/26/2012

Australian politicians learned first-hand the lesson of “tax something and you’ll get less of it,” after the country’s much-debated Minerals Resource Rent Tax raised exactly zero revenue in its first three months.

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Naj Srinivas
The Global View

The Week Ahead: Oct. 28 - Nov. 03, 2012

By, 10/26/2012

November brings with it a spate of new economic data, but it’s important to look to the longer term trends at work.

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Fisher Investments Editorial Staff
Politics

Elections Over Economics

By, 10/25/2012

A global glance at economic data to put political rhetoric in context.

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Fisher Investments Editorial Staff
Capitalism

‘Doing Business’ With the World Bank

By, 10/24/2012

The World Bank’s 2013 “Doing Business” report shows how some nations have—and haven’t—improved competitiveness over the past year.

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Fisher Investments Editorial Staff
Geopolitics

Japan and China’s Island Tug-of-War

By, 10/23/2012

Japan and China’s land dispute may have some short-term economic impact, but it shouldn’t derail global growth.

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Fisher Investments Editorial Staff
Media Hype/Myths

Wishing Upon Eurozone Stars

By, 10/22/2012

There’s a rather long wish-list for the eurozone—from lots of parties, too. But some seem less likely than others, particularly by year-end. Here’s why—and also why that’s not such a bad thing as some might presume.

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Fisher Investments Editorial Staff
Media Hype/Myths

(Still) No Chinese Hard Landing

By, 10/19/2012

Recent data suggest those fearing a “hard landing” in China should pause for reconsideration.

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Ken Moore
Into Perspective

Black Monday After a Quarter Century

By, 10/19/2012
Ratings34.833333

The experience I gained working on the Pacific Stock Exchange during 1987’s crash went far beyond basic market ups and downs. And it’s as poignant today as it was 25 years ago.

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Naj Srinivas
The Global View

The Week Ahead: Oct. 21-27, 2012

By, 10/19/2012

Spanish regional elections, initial Q3 economic readings and the start of the US presidential elections mark the week ahead.

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Brad Pyles
The Global View

Europe’s Great Policy Mistake

By, 10/19/2012

European tax hikes amount to repetition of a decades old error, potentially stirring unrest and extremism.

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Fisher Investments Editorial Staff
Media Hype/Myths

US Debt: Made in China?

By, 10/18/2012

A popular headline is the US’s (over-)indebtedness to China—a story that just doesn’t much square with the facts, particularly as it seems China decreases its US Treasury holdings.

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Fisher Investments Editorial Staff
Others

Capitalism, the Capitol and Capitals

By, 10/17/2012

Crony capitalism, debating capital in the Capitol and a “critical” summit in Belgium’s capital.

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Fisher Investments Editorial Staff
Geopolitics

Alba Gu Bràth!

By, 10/16/2012

Scotland got clearance to hold a referendum on independence in two years. What does this mean for Scotland and the UK?

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Fisher Investments Editorial Staff
Taxes

The Tariff Tango

By, 10/15/2012

Despite notable progress in free trade in recent years, protectionism isn’t dead. Investors would be well served to stay apprised of developments.

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Fisher Investments Editorial Staff
US Economy

Dodd-Frankly, That’s Dumb

By, 10/12/2012

Dodd-Frank rules governing derivatives trading go into effect Friday. However, those potentially subject to the rules still find them full of ambiguity and uncertainty.

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Naj Srinivas
The Global View

The Week Ahead: Oct. 14-20, 2012

By, 10/12/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

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Fisher Investments Editorial Staff
Media Hype/Myths

Scaling the Fiscal Cliff

By, 10/11/2012

As the election nears and the year winds down, fiscal cliff rhetoric is heating up. So how to read between the hype’s lines?

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Fisher Investments Editorial Staff
Geopolitics

This One Goes to 11

By, 10/10/2012

Eleven eurozone nations agreed to pursue a financial transactions tax—a misguided endeavor, in our view.

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Fisher Investments Editorial Staff
Geopolitics

Welcome Changes

By, 10/09/2012

India and Hungary have made notable economic policy shifts in recent days.

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Fisher Investments Editorial Staff
Politics

Unemployment and the Undecided

By, 10/08/2012

Does September’s unemployment rate imply anything about the two presidential candidates’ employment prospects?

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Fisher Investments Editorial Staff
Others

Of Rice and Men

By, 10/05/2012

Thailand’s ill-advised experiment with rice markets is already showing signs of unraveling.

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Naj Srinivas
The Global View

The Week Ahead: Oct. 7-13, 2012

By, 10/05/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

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Fisher Investments Editorial Staff
Developed Markets

Europe’s One-Stop Shopping

By, 10/04/2012

The European Commission proposed steps aimed at tightening the EU’s single market integration Wednesday—steps which, if successfully implemented, would likely do much economic good there.

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Fisher Investments Editorial Staff
Geopolitics

Songs We’ve Heard Before ...

By, 10/03/2012

Another “critical week for the euro,” a proposal to ring-fence eurozone banks and putting the cart before the horse on jobs and economic growth.

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Mary Holdener
Reality Check

A Supply-Side of Bacon

By, 10/03/2012

Due to this summer’s drought’s decreasing corn and soy crops, costs of pig feed are rising and the numbers of pigs across Europe are declining. Could this change fried eggs and Cobb salads as we know them?

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Fisher Investments Editorial Staff
Geopolitics

Fisher Investments on Global Elections

By, 10/02/2012

The skinny on this week’s elections in Venezuela and Georgia.

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Fisher Investments Editorial Staff
Taxes

If It Ain’t Broke, Don’t Fix It

By, 10/01/2012

France released its 2013 budget, including a new 75% tax on those making over €1 million a year and various other moves that seem, to us, solutions in search of problems.

read more
Elisabeth Dellinger
The Global View

No One Expects the Spanish Inquisition

By, 10/01/2012

EU leaders may argue over whether Spain should request a bailout, but markets are the ultimate arbiter.

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Naj Srinivas
The Global View

The Week Ahead: Sept. 30 - Oct. 6, 2012

By, 09/28/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

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Fisher Investments Editorial Staff
Geopolitics

Budget and Bailout Burros

By, 09/28/2012

It is a mistake to underestimate the political willingness of those in Europe to support the euro.

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Fisher Investments Editorial Staff
Media Hype/Myths

Known Unknowns and Unknown Unknowns

By, 09/27/2012

Investing in stocks requires a keen eye for what to fret and what not to—and at times, an iron stomach.

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Amanda Williams
Into Perspective

It’s Tough to Be a Bear

By, 09/26/2012

Lessons for stock market investors from one college football fan’s perspective.

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Fisher Investments Editorial Staff
Others

Boomers, Korean Agriculture and Airlines

By, 09/26/2012

Our minds were divided Tuesday, covering North Korean agricultural reforms, demographic argument debunking and transcontinental airline merger proposals largely underpinned by silly legislation.

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Fisher Investments Editorial Staff
Politics

The Brits’ Bureaucratic Business Banking Boost?

By, 09/25/2012

The UK announced plans to create a state-backed development bank—a rather odd way to help boost lending, prompted by a rather odd bit of political theater.

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Fisher Investments Editorial Staff
US Economy

Humming Along With Housing

By, 09/24/2012

Housing data strengthened recently—potentially providing another tailwind to already resilient US economic growth.

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Fisher Investments Editorial Staff
Monetary Policy

An Equation to Shed Light on Inflation

By, 09/21/2012

Global central banks’ recent actions have some folks fearing hot inflation once again.

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Naj Srinivas
The Global View

The Week Ahead: Sept. 23-29, 2012

By, 09/21/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

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Fisher Investments Editorial Staff
Politics

Financial Oversight or Overkill?

By, 09/20/2012

Various government bodies are considering changes to the way the financial system is monitored and regulated—and the suggestions don’t strike us as the best ideas.

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Fisher Investments Editorial Staff
Politics

Global Elections Update

By, 09/19/2012

As the US presidential election draws closer, it provides an opportune time to look at other elections globally.

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Amanda Williams
Into Perspective

A Month of Anniversaries

By, 09/18/2012

Monday, Occupy Wall Street celebrated its first birthday—but September is actually chock full of anniversaries, several of which are arguably far more important.

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Fisher Investments Editorial Staff
Trade

Trade Tussle

By, 09/18/2012

The US and China’s trade relationship got a bit frostier Monday, but minor spats between the two haven’t much impacted bilateral trade over the past decade.

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Fisher Investments Editorial Staff
Emerging Markets

India’s Foreign Retail Ping Pong

By, 09/17/2012

India’s government announced sensible economic reforms Friday. But it remains to be seen whether they’ll go into effect.

read more
Elisabeth Dellinger
The Global View

Greece’s North Korean Solution

By, 09/17/2012

Greece has finally found a sensible way to fix its economy—so why do some in Brussels object? 

read more
Fisher Investments Editorial Staff
Monetary Policy

Let’s Do the Twist (and QE3)

By, 09/14/2012

The Fed announced QE3 and the continuation of Operation Twist Thursday, but what does it mean moving forward?

read more
Naj Srinivas
The Global View

The Week Ahead: Sept. 16-22, 2012

By, 09/14/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

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Fisher Investments Editorial Staff
Geopolitics

Bluster, Barroso and Bazookas

By, 09/13/2012

Europe was busy Wednesday, with some potentially significant steps toward resolution underway.

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Fisher Investments Editorial Staff
US Economy

Wandering Through the World Wide Web

By, 09/12/2012

One interesting shift in economic activity was paired with two widely held misperceptions Tuesday.

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Fisher Investments Editorial Staff
Geopolitics

Predictable Politicking

By, 09/11/2012

The latest on Greek budget negotiations and Germany’s upcoming court ruling on the ESM.

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Fisher Investments Editorial Staff
US Economy

Employing Patience

By, 09/10/2012

A shrinking workforce took the shine off August’s falling unemployment rate, but history shows the economy can grow and employment improve as labor force participation falls.

read more
Fisher Investments Editorial Staff
Developed Markets

OMG, OMT!

By, 09/07/2012

The ECB announced new measures to protect the euro Thursday, which likely buy the monetary union more time—but still aren’t a silver bullet.

read more
Naj Srinivas
The Global View

The Week Ahead: Sept. 9-15, 2012

By, 09/07/2012

A brief look at economic data and geopolitical events in the week ahead and MarketMinder’s view.

read more
Fisher Investments Editorial Staff
Capitalism

How to Succeed in Business ...

By, 09/06/2012

The World Economic Forum’s most recent competitiveness rankings have some interesting lessons for all.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

September to Remember?

By, 09/05/2012

Neither market history nor current events should give investors an automatic reason to fear September.

read more
Fisher Investments Editorial Staff
Monetary Policy

Boring Bernanke, Diligent Draghi

By, 09/04/2012

Friday, all eyes were on Jackson Hole, but the real action happened in Frankfurt.

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Fisher Investments Editorial Staff
Monetary Policy

Boring Bernanke, Diligent Draghi

By, 09/04/2012

Friday, all eyes were on Jackson Hole, but the real action happened in Frankfurt.

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Fisher Investments Editorial Staff
Geopolitics

Privatizing Postbank and Power

By, 08/31/2012

Greece and India have huge economic differences, but both could benefit from private sector expansion.

read more
Fisher Investments Editorial Staff
Taxes

If You Love Me, Let Me Go

By, 08/30/2012

No doubt to politicians’ confusion, it seems manufacturers primarily want one thing: increased freedom from overly complex corporate taxes.

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Jacob Gamble
Into Perspective

Social Security Shortfall

By, 08/30/2012
Ratings84.875

Americans fear Social Security is insolvent and have since just about always.

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Fisher Investments Editorial Staff
Geopolitics

Homage to Catalonia

By, 08/29/2012

Catalonia’s bailout request provides a window to Spain’s fascinating history.

read more
Ken Moore

Book Review: Abundance—The Future Is Better Than You Think

By, 08/28/2012

In Abundance, Peter Diamandis and Steven Kotler present a powerful exploration of positive possibilities.

read more
Fisher Investments Editorial Staff
Geopolitics

Disputed Territory

By, 08/28/2012

A territorial dispute between South Korea and Japan may stall their trade talks, but the global free-trade march continues.

read more
Fisher Investments Editorial Staff
Politics

Voting 101

By, 08/27/2012

While we find nearly every politician equally abhorrent, we can find a few issues that shouldn’t sway your vote.

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Fisher Investments Editorial Staff
Geopolitics

Ich Will Europa

By, 08/24/2012

During the latest critical week for the euro, Angela Merkel makes a video and the Greek bailout renegotiations heat up.

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Fisher Investments Editorial Staff
US Economy

The CBO’s Fuzzy Math

By, 08/23/2012

The CBO revised its outlook for the US economy in 2012 and 2013—but their math has us scratching our heads a little.

read more
Fisher Investments Editorial Staff
Trade

A Trade Tiff and Wine Whine

By, 08/22/2012

China, the US and the EU took to finger-pointing over subsidies and protectionism on Tuesday.

read more
Fisher Investments Editorial Staff
Geopolitics

Another ‘Critical’ Week for the Euro

By, 08/21/2012

A brief update on what’s being heralded as another “critical” week for the euro.

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Fisher Investments Editorial Staff
Others

This Just In: Incentives Matter

By, 08/20/2012

Rising corn prices this summer aren’t only being driven by a drought.

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Fisher Investments Editorial Staff
Others

Stirring the UK Stimulus Debate

By, 08/17/2012

Recent upward revisions to some UK economic data don’t quite square with growing calls for fiscal stimulus.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Brazil’s Unique Take on Stimulus

By, 08/16/2012

Brazil announced new stimulus measures Wednesday—but they’re strikingly reminiscent of measures being deployed in the eurozone under a far different name.

read more
Fisher Investments Editorial Staff
GDP

The Usual Suspects in Eurozone Weakness

By, 08/15/2012

Driven by what seem to be the usual weak spots the last few years, eurozone Q2 2012 GDP posted a slight contraction.

read more
Todd Bliman
Reality Check

Greece’s Anything-But-Euro Crisis

By, 08/14/2012

The common currency tends to be a convenient scapegoat for all that ails Greece, but this seemingly gets the Greek situation entirely backwards.

read more
Fisher Investments Editorial Staff
Others

An Icelandic Remedy?

By, 08/14/2012

Is Iceland’s return to economic growth a model for the eurozone?

read more
Fisher Investments Editorial Staff
Taxes

Noda’s Potentially Pyrrhic Policy Victory

By, 08/13/2012

Japanese Prime Minister Yoshihiko Noda won a costly victory Friday, but it’s one that might yet turn to political defeat.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Minding the Media

By, 08/10/2012

Headlines today are dominated by negative news—but that’s fairly normal and not indicative of trouble.

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Fisher Investments Editorial Staff
Market Cycles

Big Takes the Stage

By, 08/09/2012

As the bull market matures, what categories of stocks likely lead, and why?

read more
Fisher Investments Research Staff
Media Hype/Myths

A Bailout for Spain?

By, 08/08/2012

There’s been much talk recently of a bailout for Spain (and possibly Italy, too)—but is that truly likely and why or why not? 

read more
Amanda Williams
Reality Check

Government Chicken or Private-Sector Egg?

By, 08/07/2012

There seems to be much confusion surrounding the origin of economic activity. But it seems pretty clear, to me.

read more
Michael Hanson
Repeatable History

History, Probability, and Thomas Bayes

By, 08/07/2012

Each day is unique and different from that which preceded it. But the only way that’s clear is through understanding the past.

read more
Fisher Investments Editorial Staff
Geopolitics

P Is for Politicking, Progress and Portugal

By, 08/07/2012

As Greece continues politicking over economic reform, Portugal demonstrates the benefits of getting more competitive.

read more
Fisher Investments Editorial Staff
Politics

Donkeys, Elephants and Employment

By, 08/06/2012

A bifurcated jobs report on Friday likely adds fodder to the political debate over unemployment.

read more
Fisher Investments Editorial Staff
Monetary Policy

Central Banker Relay

By, 08/03/2012

Following Olympic swimming relays earlier this week, central bankers had their own relay on Thursday. But what impact will their actions (or lack thereof) really have?

read more
Fisher Investments Editorial Staff
Deficits

Is It Gold for the Americans?

By, 08/02/2012

Politicians allegedly reached an agreement to agree to a budget by the end of September—but is the deal worth a gold medal?

read more
Fisher Investments Editorial Staff
Others

Touring Tuesday’s Headlines

By, 08/01/2012

A famed economist’s centennial, India’s blackouts and China’s gradual financial system liberalization  were in the headlines Tuesday.

read more
Fisher Investments Editorial Staff
Geopolitics

Democracy Wins in Romania

By, 07/31/2012

While EU officials take heat for their treaty-focused slow-go approach during another supposedly “critical week for the euro,” they should earn kudos for taking that same approach during Romania’s democratic crisis.

read more
Fisher Investments Editorial Staff
GDP

Three Views of US GDP

By, 07/30/2012

Friday’s US GDP report showed continued bifurcation between America’s public and private sectors.

read more
Fisher Investments Editorial Staff
Geopolitics

Super Mario?

By, 07/27/2012

From the Olympics to Mt. Olympus and Mario Draghi—all eyes were on Europe on Thursday.

read more
Fisher Investments Editorial Staff
GDP

Dousing the Flame?

By, 07/26/2012

Has the UK’s Olympic torch been put out before the games officially commence? By some media accounts, yes—but Wednesday’s GDP print merits further examination.

read more
Fisher Investments Editorial Staff
Developed Markets

Aphorism Tuesday

By, 07/25/2012

Eurozone news dominated headlines again Tuesday. Here are the stories that caught our eye.

read more
Fisher Investments Editorial Staff
Developed Markets

Spain, Spain, Spain

By, 07/24/2012

Valencia became the first Spanish region to seek help from a new bailout fund—but, contrary to wide belief, it’s not the first region to get state help this year.

read more
Fisher Investments Editorial Staff
Others

Greece’s ‘Stranger Than Fiction’ Past and Present

By, 07/23/2012

Greece’s past and present show the truth in words Greek revolutionary hero Lord Byron penned two hundred years ago.

read more
Fisher Investments Editorial Staff
Commodities

Gotta Have My Pops!

By, 07/20/2012

Rising food prices likely lack the power to pick consumers’ pocketbooks or derail the global economy.

read more
Fisher Investments Editorial Staff
Trade

Protectionism, Patriotism and Politicking

By, 07/19/2012

Recently heightened protectionist rhetoric is worth watching—though commonly prompted by politicians and patriotism, as opposed to well-reasoned economic logic.

read more
Fisher Investments Editorial Staff
Others

Tuesday’s Transatlantic Economic Tour

By, 07/18/2012

Spain successfully auctioned short-term debt, US industrial production nicely beat estimates and benign US inflation figures met with some odd media conclusions on a busy Tuesday.

read more
Fisher Investments Editorial Staff
US Economy

Forecaster Faceoff

By, 07/17/2012

The IMF’s and other groups’ updated economic outlooks dominated headlines—a sure sign of a slow financial news day.

read more
Fisher Investments Editorial Staff
GDP

China—Choking or Choking Up?

By, 07/16/2012

China’s GDP release Friday caused consternation among some the global growth powerhouse is choking in the clutch—but what if it’s just choking up in advance of an accelerating second half?

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Reconciling Reporting

By, 07/13/2012

Headline news covering economic results Thursday was a bit mixed in our view. Here’s a look at the stories that caught our eyes.

read more
Fisher Investments Editorial Staff
Trade

Trading in Myths

By, 07/12/2012

Wednesday’s US international trade report provides data contradicting a few widely held myths.

read more
Fisher Investments Editorial Staff
Others

Typical Tidbits

By, 07/11/2012

Our midweek mash-up of new (and not-so-new) news.

read more
Fisher Investments Editorial Staff
Emerging Markets

Deflating Chinese Inflation Concerns

By, 07/10/2012

Chinese inflation notched a 29-month low in June, renewing hard-landing jitters—but officials’ pro-growth efforts should keep the economy afloat.  

read more
Fisher Investments Editorial Staff
US Economy

Debating Dour Datapoints

By, 07/09/2012

Those foretelling future economic distress based on Friday’s unemployment report are likely missing the broader trend.

read more
Fisher Investments Editorial Staff
Developed Markets

The Fighting Irish

By, 07/06/2012

Ireland held its first debt auction in nearly two years Thursday—a significant step toward its return to primary markets.

read more
Michael Hanson

Book Review: Fear and Volatility

By, 07/06/2012

There is plenty to learn from the past about today’s so-called unprecedented volatility. And some bonus summer Sci-Fi reading!

read more
Fisher Investments Editorial Staff
US Economy

Yankee Doodle Dandy

By, 07/04/2012

This Fourth of July, celebrate freedom, free markets and more bull market ahead!

read more
Fisher Investments Editorial Staff
Media Hype/Myths

A Dearth of Demand?

By, 07/03/2012

As common economic concerns drag on, some in the media worry we haven’t done enough to goose demand—but do their arguments hold economic water?

read more
Fisher Investments Editorial Staff
Politics

A Tale of Two Governments

By, 07/02/2012

While European politicians seemingly took a step forward Friday, Aussie politicians circled.

read more
Fisher Investments Editorial Staff
Politics

SCOTUS Rules

By, 06/29/2012

The Supreme Court declared 2010’s health care reform bill constitutional on Thursday—what does the decision mean for stocks?

read more
Fisher Investments Editorial Staff
Politics

Guzzling Government Gas

By, 06/28/2012

Why we don’t need the government to help direct a possible natural gas transition.

read more
Fisher Investments Editorial Staff
Geopolitics

Weighing Tuesday’s Follies

By, 06/27/2012

A roundup of Tuesday’s more head-scratching developments.

read more
Fisher Investments Editorial Staff
Geopolitics

Nineteenth Time’s the Charm?

By, 06/26/2012

What NOT to expect at this week’s not-so-make-or-break EU summit.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Repositioning Ratings Agencies

By, 06/25/2012

The actual economic and market impact of ratings agencies’ opinion changes doesn’t match their influence on the media’s rhetoric.

read more
Fisher Investments Editorial Staff
Politics

Politicking and the Pitch

By, 06/22/2012

Greece formed a coalition government earlier this week, making a Greek exit from the euro even less likely. But Germany would like to escort the Greeks out of another Euro before the week ends.

read more
Fisher Investments Editorial Staff
Monetary Policy

Let’s Twist Again

By, 06/21/2012

The Fed announced it will extend Operation Twist through year end—but does it give investors a new reason to dance? 

read more
Fisher Investments Editorial Staff
Others

Noshing on News

By, 06/20/2012

In which we sample Spanish yields, European finger-pointing, ratings agency wrangling and a healthy slice of free trade.

read more
Fisher Investments Editorial Staff
Geopolitics

Europoliticking

By, 06/19/2012

All the latest on the Greek and French elections.

read more
Fisher Investments Editorial Staff
US Economy

Coming to America

By, 06/18/2012

Watch what foreigners do with their money to gain perspective on American competitiveness.

read more
Elisabeth Dellinger
The Global View

A Spot of Monetary Trickery

By, 06/18/2012

The British government announced a new plan to boost bank lending and economic growth. Will it work?

read more
Fisher Investments Editorial Staff
Developed Markets

Staying Euro

By, 06/15/2012

A brief update on Spanish debt and Greek elections.

read more
Fisher Investments Editorial Staff
Politics

Capitol Confusion

By, 06/14/2012

Capitol Hill’s misplaced (and often contradictory) observations can lead to confused legislation—and, quite often, capital confusion.

read more
Fisher Investments Editorial Staff
Others

A Mélange of Miscellany

By, 06/13/2012

A midweek mash-up of news that caught our eye.

read more
Fisher Investments Editorial Staff
Geopolitics

Here Come the Men in Black?

By, 06/12/2012

The skinny on Spain’s bank rescue agreement.

read more
Fisher Investments Editorial Staff
Trade

A Broader Perspective on Trade

By, 06/11/2012

The US trade report showed monthly dips in both imports and exports. Let’s add some perspective to the data.

read more
Fisher Investments Editorial Staff
Emerging Markets

Checking Up on China

By, 06/08/2012

Slowing Chinese growth fears continue to surface. But recent actions show Chinese officials are seemingly acting to boost growth.

read more
Fisher Investments Editorial Staff
Developed Markets

Midweek Mash-up: Chinese Monetary Moves, Greek Griping and Australian Growth

By, 06/07/2012

A roundup of news Wednesday that caught our eyes.

read more
Fisher Investments Editorial Staff
Politics

Web Soup: Growing Services and Politicking Politicians

By, 06/06/2012

The US’s growing service sector, Argentina’s adventures in resource nationalism and the latest on Spain and Germany.

read more
Fisher Investments Editorial Staff
Geopolitics

A Spanish-German Compromise?

By, 06/05/2012

As Spain and Germany debate how to support Spanish banks, there are signs a compromise is in the offing.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Resilience and Resolve

By, 06/04/2012

Markets have undoubtedly challenged investors’ patience recently—but in our view, such markets require resolve, particularly considering extant underlying economic resilience.

read more
Michael Hanson
Business in Review

Book Review: You Are Not a Gadget

By, 06/04/2012

Jason Lanier’s argument technology is nothing without the humans who built it has many parallels to investing. 

read more
Fisher Investments Editorial Staff
US Economy

Debatable Data Doldrums

By, 06/01/2012

US revised GDP was released Thursday to some consternation. And a brief update on US energy industry developments.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

A Mediterranean Smorgasbord

By, 05/31/2012

A brief round-up of European news dominating Wednesday’s headlines and some thoughts on how to potentially frame the latest developments.

read more
Amanda Williams
Into Perspective

A Hypothetical Housing Win–Win

By, 05/31/2012

The housing market’s been hard-hit the last couple years—and odd as it may seem, the Supreme Court recently passed up a chance to incrementally help it out.

read more
Fisher Investments Editorial Staff
Taxes

Tackling Trade Tiffs

By, 05/30/2012

Various trade tiffs featured in headlines recently. Here’s a brief roundup of the main storylines.

read more
Fisher Investments Editorial Staff
Taxes

Solar Eclipse 2012?

By, 05/29/2012

Government policy towards solar energy firms seems to be guiding them straight into the dark.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

The Facebook Dogpile

By, 05/25/2012

In the rush to pile on a hyped IPO, there are some serious lessons.

read more
Fisher Investments Editorial Staff
Taxes

Questioning the Transaction Tax

By, 05/25/2012

What does the EU parliament’s passage of a financial transaction tax really mean?

read more
Elisabeth Dellinger
Across the Atlantic

Bonding Over Eurobonds?

By, 05/25/2012

Keeping with recent tradition, EU leaders’ latest summit didn’t amount to much.

read more
Amanda Williams
Developed Markets

Fisher Investments View: The Greek Jitterbug

By, 05/24/2012

Markets were jittery again Wednesday tied likely to Greek news—even though it wasn’t particularly new news.

read more
Todd Bliman

Book Review: The Sarbanes-Oxley Debacle

By, 05/23/2012

A decade after SarbOx became law, a look back seems apt.

read more
Fisher Investments Editorial Staff
Geopolitics

Mind Your Own Beeswax

By, 05/23/2012

Seems some supra-national bodies were busy handing out (unsolicited) advice Tuesday.

read more
Fisher Investments Editorial Staff
Geopolitics

The Greek Gambit

By, 05/22/2012

Alexis Tsipras is stirring the debate in Greece … and apparently playing chicken with EU leaders.

read more
Fisher Investments Editorial Staff
Developed Markets

Just You Wait, Henry Higgins

By, 05/21/2012

Rising yields and mounting banking problems aren’t great for Spain, but a few key facts should help mitigate their impact.

read more
Fisher Investments Editorial Staff
Developed Markets

Pulling the Eurozone’s Strings

By, 05/18/2012

Surprisingly positive global economic news supports ongoing growth.

read more
Fisher Investments Editorial Staff
Trade

Bogotá Beginnings

By, 05/17/2012

Tuesday marked the beginning of a new era in US–Colombia trade relations—one that likely benefits both sides.

read more
Fisher Investments Editorial Staff
Developed Markets

North and South

By, 05/16/2012

The eurozone avoided recession (by one traditional definition) in Q1, giving leaders plenty to ponder as they weigh a new EU growth pact.

read more
Fisher Investments Editorial Staff
Developed Markets

Grexit Strategy?

By, 05/15/2012

In the wake of last week’s parliamentary election, Greek politics are getting a bit more bizarre.

read more
Fisher Investments Editorial Staff
Others

Local Lessons in Overregulation

By, 05/14/2012

While many ponder the best ways government can aid economic growth, we have a not-so-small suggestion.

read more
Naj Srinivas

Book Review: The End of Growth

By, 05/14/2012

Thinking globally and examining history can reveal the flaws in books forecasting economic doom.

read more
Amanda Williams
Into Perspective

What’s In a Name?

By, 05/11/2012

The common media chorus has been “austerity” is dooming Europe to its fiscal woes, whereas if they’d only adopt “growth” measures, they’d recover sooner. But taking that at face value requires a number of assumptions less commonly discussed. 

read more
Fisher Investments Editorial Staff
Deficits

Slow and Steady Spain

By, 05/11/2012

Spanish woes are nothing new, but announcements Thursday could help alleviate uncertainty around its banks.

read more
Fisher Investments Editorial Staff
Developed Markets

German(e) Data

By, 05/10/2012

Germany’s quietly notched some solid economic data lately—possibly hinting some at the eurozone’s and Europe’s likely course ahead.

read more
Fisher Investments Editorial Staff
Corporate Earnings

An Earnings Sandwich

By, 05/09/2012

Tuesday’s news roundup includes a US earnings update sandwiched between a couple European updates. Bon appétit!

read more
Fisher Investments Editorial Staff
Into Perspective

Investing Wisely

By, 05/09/2012

In investing, wisdom is best demonstrated by behavior and decisions that match your goals and needs.

read more
Fisher Investments Editorial Staff
Geopolitics

Europe the Morning After

By, 05/08/2012

A look at the French and Greek election results.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Déjà Vu All Over Again?

By, 05/07/2012

Decelerating growth rates aren’t necessarily indicative of a looming correction. In fact, they’re more likely a sign of pattern recognition.

read more
Fisher Investments Editorial Staff
Others

Basel Bickering

By, 05/04/2012

European officials continue to bicker over Basel 3 implementation, adding to political intrigue.

read more
Fisher Investments Editorial Staff
Trade

A Trying, Yet Worthwhile, Transition

By, 05/03/2012

European carmakers recently balked at heightened competition from their South Korean counterparts. Though possibly uncomfortable in the interim, the economic benefits that ultimately result from the competition are worthwhile.

read more
Fisher Investments Editorial Staff
Politics

Predictable Politicking

By, 05/02/2012

Politicians worldwide played politics as usual Tuesday—here’s a brief sampling.

read more
Evelyn Chea
Capitalist Corner

Resurrecting Capitalism in the Killing Fields

By, 05/01/2012
Ratings44.875

History has numerous examples of the benefits of capitalism and free markets—and Cambodia is one example.

read more
Fisher Investments Editorial Staff
Geopolitics

The EU’s Great Growth Debate

By, 05/01/2012

As Spain officially re-enters recession, EU leaders debate how to stoke growth.

read more
Fisher Investments Editorial Staff
US Economy

Better Than (Widely) Received

By, 04/30/2012

Both more granular and broader views of US Q1 GDP growth show Friday’s figures weren’t as bad as received.

read more
Michael Hanson
Unconventional Wisdom

Simplicity Is the Next Great Investing Advantage

By, 04/27/2012

Complex theories often obscure investors’ view of the bigger, simpler forces that move markets most.

read more
Fisher Investments Editorial Staff

Misunderstandings and Misinterpretations

By, 04/27/2012

A round-up of Thursday’s prominent news—and some popular misinterpretations of it.

read more
Fisher Investments Editorial Staff
GDP

’Tis But a Scratch

By, 04/26/2012

The UK released its first Q1 GDP reading Wednesday to some disappointment. 

read more
Fisher Investments Editorial Staff
Media Hype/Myths

May Madness

By, 04/25/2012

Ill-defined aphorisms like “sell in May” lack credible supporting evidence.

read more
Fisher Investments Editorial Staff
Politics

Dutch Power-Play, French Populism

By, 04/24/2012

The Dutch government’s collapse and France’s first-round vote highlight a far-right resurgence, but today’s populism doesn’t necessarily dictate tomorrow’s policies.

read more
Fisher Investments Editorial Staff
US Economy

The Volcker Rule’s Definition Problem

By, 04/23/2012

Implementation of Congress’ attempt to regulate banks’ proprietary trading was delayed Friday to give regulators time to define what they’re regulating.

read more
Fisher Investments Editorial Staff
Geopolitics

Crossing the Pyrenees

By, 04/20/2012

Demand was strong at Spanish and French debt auctions despite jitters over Spain’s borrowing costs and France’s election.

read more
Fisher Investments Editorial Staff
Politics

The Tempest in Budapest

By, 04/19/2012

Hungarian Prime Minister Viktor Orban’s political cat-and-mouse game with European Commission officials seems a little closer to resolution—though the country still faces hurdles ahead.

read more
Elisabeth Dellinger

Secret Weapon: Red Flag or Red Herring?

By, 04/19/2012

Were the events of 2008 a financial terrorist attack?

read more
Elisabeth Dellinger
The Global View

Infernal Affairs

By, 04/19/2012

An in-depth look at China’s political infighting.

read more
Fisher Investments Editorial Staff
Commodities

Global Energy Grab Bag

By, 04/18/2012

Tuesday was packed with news out of the Energy industry. Here’s a look around at some relevant headlines.

read more
Fisher Investments Editorial Staff
Taxes

Consistently Taxing

By, 04/17/2012

A look at some historical facts in honor of 2012’s tax day.

read more
Fisher Investments Editorial Staff
Trade

Another Step on Kashmir’s Silk Road

By, 04/16/2012

Recent trade talks between Pakistan and India seem to be bearing fruit in ways unimaginable just a decade ago.

read more
Fisher Investments Editorial Staff
Geopolitics

China Check-Up

By, 04/13/2012

Spotty data over the course of Q1 have worried some about not only China’s chances for growth this year, but also the world’s. So what do the data have to say?

read more
Fisher Investments Editorial Staff
Developed Markets

British Pop

By, 04/12/2012

Recent data show plenty of pop in the British economy.  

read more
Michael Hanson
Business in Review

“We’re Not So Different, You and I!” Part II

By, 04/11/2012

Part two covers David Graeber's Debt: The First 5,000 Years. Different book, yet the takeaway is unchanged: Ideology often blinds investors.

read more
Fisher Investments Editorial Staff
GDP

Depictions of Growth

By, 04/11/2012

If it’s true a picture’s worth a thousand words, how many are these two worth?

read more
Fisher Investments Editorial Staff
US Economy

Don’t Miss the Forest for the Trees on Unemployment

By, 04/10/2012

Friday’s unemployment report was less than sensational, but don’t miss the forest for the trees with just one data point.

read more
Fisher Investments Editorial Staff
US Economy

More Gas in the Tank

By, 04/09/2012

Some have fretted rising gas prices are likely to derail the economy—but is there an actual connection to economic activity?

read more
Fisher Investments Editorial Staff
Deficits

The Pain in Spain?

By, 04/05/2012

Spain dominated headlines Wednesday, but has its situation changed for the better or worse?

read more
Fisher Investments Editorial Staff
Politics

Fuzzy Facts and Other Political Fallacies

By, 04/04/2012

Viewing the economy and markets through a political lens can easily lead to investing mistakes.

read more
Michael Hanson

“We’re Not So Different, You and I!” Part I

By, 04/04/2012

Part one of a two-part review of G. Edward Griffin’s The Creature from Jekyll Island and David Graeber’s Debt: The First 5,000 Years, centering on a timely and salient investing lesson.

read more
Fisher Investments Editorial Staff
Globalization

Around the World in Manufacturing

By, 04/03/2012

As global manufacturing continues expanding broadly, regional reports highlight some interesting happenings around the world.

read more
Fisher Investments Editorial Staff
Globalization

Around the World in Manufacturing

By, 04/03/2012

As global manufacturing continues expanding broadly, regional reports highlight some interesting happenings around the world.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Quarterly Questions

By, 04/02/2012

As Q1 comes to an end, a review of some highlights and what to expect moving forward.

read more
Fisher Investments Editorial Staff
US Economy

US Durable Goods Still Strong

By, 03/29/2012

February’s capital goods orders missed estimates, but capital goods remain an economic bright spot.

read more
Fisher Investments Editorial Staff
Capitalism

A Private Post and a Practical Partnership

By, 03/28/2012

Some interesting, free-market oriented developments in Japan may be afoot.

read more
Michael Hanson
Into Perspective

For Investors, Election Years Can Be Easy

By, 03/27/2012

Investors focused on political brouhaha miss important fundamental drivers.

read more
Fisher Investments Editorial Staff
Geopolitics

Walking the German Tightrope

By, 03/27/2012

A look at what may be motivating German Chancellor Angela Merkel.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

The Forecasting Abacus’ Flaws

By, 03/26/2012

What should one take from mathematical attempts at forecasting?

read more
Fisher Investments Editorial Staff
Interest Rates

Behind Global Bond Yield Gyrations

By, 03/23/2012

Amid rising rates globally, recently elevated Spanish and Italian yields Thursday might not mean what many folks think.

read more
Fisher Investments Editorial Staff
Taxes

Handicapping Energy

By, 03/22/2012

Handicapping the likely primary future source(s) of global energy—in light of solar panel manufacturers’ recent acquisition of a new handicap … er, tariff.

read more
Fisher Investments Editorial Staff
Trade

Today’s Beef With Government Regulation

By, 03/21/2012

Tuesday’s news review revealed some interesting—if frustrating—global government regulations.

read more
Michael Hanson

Faith in Investing

By, 03/21/2012

Three books exploring the intersections of faith, economics and investing.

read more
Fisher Investments Editorial Staff
Geopolitics

The Politics of Preferential Purchasing

By, 03/20/2012

Despite some protectionist politicking, EU trade is getting freer.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Oil Prices' Other Signal

By, 03/19/2012

While many focus on oil prices’ potential demand-side effects, there is another side to this story.

read more
Fisher Investments Editorial Staff
Monetary Policy

Pulling Back (the) TARP

By, 03/16/2012

Roughly three and a half years after its hotly debated birth, TARP’s bank bailout doesn’t seem much like the black hole many feared.

read more
Fisher Investments Editorial Staff
Alternative Investments

What Does VIX^2 Equal?

By, 03/15/2012

The CBOE introduced a new benchmark index Tuesday—is it the silver bullet investors have been waiting for?

read more
Lara Hoffmans
Into Perspective

A Look at Year Four

By, 03/15/2012

What's in store for year four?

read more
Fisher Investments Editorial Staff
US Economy

Not-So-Stressful Tests

By, 03/14/2012

The Fed announced stress test results Tuesday—revealing mostly healthy financial institutions.

read more
Fisher Investments Editorial Staff
Developed Markets

Japan, One Year Later

By, 03/13/2012

One year after the Great Tohoku earthquake and tsunami, the Japanese economy is displaying its resilience.

read more
Fisher Investments Editorial Staff
US Economy

Evidence of Employment

By, 03/12/2012

Data from both the private sector and government illustrate healing labor markets.

read more
Jacob Gamble
Into Perspective

US Debt Perspectives

By, 03/12/2012
Ratings194.657895

Before falling prey to media and election year rhetoric, let’s put America’s debt into perspective.

read more
Fisher Investments Editorial Staff
Market Cycles

The Bull Turns Three

By, 03/09/2012

Friday marks the close of the bull market’s third year—and, in our view, likely the start of a more robust fourth year.

read more
Fisher Investments Editorial Staff
Geopolitics

Mid-Week Potpourri

By, 03/08/2012

A brief look at some of Wednesday’s global news items, including Spain’s attempt at irony and Hungary’s latest tempest.

read more
Soji Fanoiki
Into Perspective

The Visible Hand in Nigeria

By, 03/08/2012
Ratings114.136364

Nigerian gasoline subsidies stand as a poignant reminder that free markets generally allocate capital far more efficiently than governments.

read more
Fisher Investments Editorial Staff
Taxes

Hard Lessons in Regulation

By, 03/07/2012

In an intriguing confluence of events, the UK and France may separately enact legislation that overall does more harm than good—another hard-learned lesson of regulation’s common unintended consequences.

read more
Fisher Investments Editorial Staff
Deficits

The Great Greek Swap Meet

By, 03/06/2012

An in-depth look at Greece’s ongoing private-sector debt restructuring.

read more
Fisher Investments Editorial Staff
Politics

Warranted Criticism

By, 03/05/2012

Before regulators suggest banks dial back their criticisms of planned rules and regulations, perhaps they should keep their confidence in check.

read more
Fisher Investments Editorial Staff
US Economy

Manufacturing on the Mind

By, 03/02/2012

Upon closer inspection, fears of manufacturing’s long-term decline are unfounded.

read more
Elisabeth Dellinger
The Global View

Éirinn go Brách!

By, 03/01/2012

What to make of the pending Irish referendum on the EU’s new fiscal compact?

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Leaping to Conclusions

By, 03/01/2012

Investors should beware allowing popular misconceptions and common media assessments to blindside them when it comes to assessing the economy’s and markets’ overall status.

read more
Fisher Investments Editorial Staff
Emerging Markets

A Look at China’s Political Process

By, 02/29/2012

China has shown a historical tendency to goose growth during party transition years. Here’s a look at why that’s unlikely to be a mere coincidence.

read more
Fisher Investments Editorial Staff
Corporate Earnings

Earning Their Keep

By, 02/28/2012

Corporate earnings grew again in Q4—the ninth straight quarter of growth.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

As Oil Prices Rise, So Do Theories

By, 02/27/2012

Oil prices have risen lately, resurrecting some old theories regarding their impact.

read more
Fisher Investments Editorial Staff
Geopolitics

Raising Flags Over the Eurozone

By, 02/24/2012

Greece continued to make incremental progress Thursday, and additional signs of the eurozone’s multispeed economy emerged.

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Fisher Investments Editorial Staff
Taxes

Distilling the Dross From the Din

By, 02/23/2012

The administration announced Wednesday its corporate tax plan, generating predictable noise from both sides of the aisle—but what do markets most likely distill from the din?

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Fisher Investments Editorial Staff
Media Hype/Myths

How Now, Dow

By, 02/22/2012

The Dow touched 13,000 Tuesday—an interesting but insignificant signpost.

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Fisher Investments Editorial Staff
Politics

All Over the Map on Taxes

By, 02/21/2012

Recent news and plans on taxes show politicians globally seem to misunderstand some pretty basic concepts. 

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Evelyn Chea
Into Perspective

A (Nuclear) Winter’s Tale

By, 02/17/2012

As the US approves construction of the first new nuclear power plant in three decades, Germany's policy seems tilted the other direction.

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Fisher Investments Editorial Staff
Developed Markets

A Spanish Sangria of Updates

By, 02/17/2012

Recent Spanish bond auctions show ample coverage and sustainable yields. Looking ahead, because of persistently dour expectations, even mild positives should be a nice tailwind for stocks.

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Fisher Investments Editorial Staff
Media Hype/Myths

Slow Eurozone—No Surprise

By, 02/16/2012

Eurozone GDP for Q4 2011 came out Wednesday but probably surprised very few—thereby lessening the likelihood it surprises markets much either.

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Fisher Investments Editorial Staff
Emerging Markets

Reasons to Be Bullish on China

By, 02/15/2012

A look at reasons to be bullish on China in 2012.

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Fisher Investments Editorial Staff
Geopolitics

Running the Greek Marathon

By, 02/14/2012

Greece’s parliament passed a key austerity vote on Sunday, but that’s just one mile marker in a grueling marathon.

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Fisher Investments Editorial Staff
Trade

A Surplus of Deficient Thinking

By, 02/13/2012

Trade data rolled in from many parts of the world globally. And they were met with typical deficit-and-surplus rhetoric.

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Fisher Investments Editorial Staff
Geopolitics

Same Greek Dance, Different Italian Song

By, 02/10/2012

Eurozone officials continue to show ample willingness to forestall a sudden and disorderly euro breakup.

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Fisher Investments Editorial Staff
Geopolitics

Tick Tock Goes the Clock

By, 02/09/2012

Greek debt talks are down to the wire. But what does that mean?

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Fisher Investments Editorial Staff
Geopolitics

A World of Politics

By, 02/08/2012

2012 isn’t just a US election year—globally it’s an active election year.

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Fisher Investments Editorial Staff
US Economy

A Case of the (Unemployment) Mondays

By, 02/07/2012

Despite recent improvements in unemployment data, many still argue government isn’t doing or hasn’t done enough in that area—an argument which largely ignores several positives at work.

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Fisher Investments Editorial Staff
US Economy

Employment Friday!

By, 02/06/2012

Here are over 20 numbers to help illustrate a data-packed Friday.

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Michael Hanson
Business in Review

Book Review: Endgame—The Problem with Doomsayers

By, 02/03/2012

I’ve reviewed many a doom-and-gloom financial book in this space. Here’s one more for the collection.

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Amanda Williams
Reality Check

Want Cheaper Rent? End Rent Control

By, 02/03/2012

Contrary to popular belief, price ceilings like rent control frequently have the exact opposite of the intended effect. Fortunately, the Supreme Court may soon have an opportunity to end rent control altogether—to the benefit of all involved parties.

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Fisher Investments Editorial Staff
Developed Markets

These PIIGS Went to Market

By, 02/03/2012

A look at falling Italian and Spanish debt yields.

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Fisher Investments Editorial Staff
Forecasting

After the Pause

By, 02/02/2012

We expected 2011 to be the pause that refreshed the bull market. So what should 2012 have in store for investors?

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Todd Bliman
Across the Atlantic

An Often Overlooked, Yet Obvious Point on UK Trade

By, 02/01/2012

As a source of export demand, the eurozone in aggregate is significant to the UK. But this total view doesn’t tell the full story.

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Fisher Investments Editorial Staff
US Economy

A Web of Misperceptions

By, 02/01/2012

A look at some misperceptions we came across in our regular internet perusal Tuesday.

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Fisher Investments Editorial Staff
Geopolitics

A European Spectacle

By, 01/31/2012

At EU leaders’ first 2012 summit, officials jousted over Greek funding and the new fiscal compact.

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Fisher Investments Editorial Staff
GDP

The Grass Is Greener Than Many Think

By, 01/30/2012

Friday’s US Q4 2011 GDP report showed growth continued—and accelerated for the third quarter in a row.

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Fisher Investments Editorial Staff
Interest Rates

Behind the Fed Curtain

By, 01/27/2012

The Fed’s increased transparency is an incremental positive, but we reserve judgment on whether it has any material impact.

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Fisher Investments Editorial Staff
Politics

The State of Politics (as Usual)

By, 01/26/2012

President Obama’s State of the Union address Tuesday received the traditional level of scrutiny from both sides—but the chances much actually comes of such political speeches are typically quite low.

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Fisher Investments Editorial Staff
Developed Markets

Eurozone Resilience

By, 01/25/2012

Recent data seemingly speak to a more resilient eurozone economy than many appreciate.

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Elisabeth Dellinger
The Global View

The Harm in Harmony

By, 01/24/2012

France and Germany claim they have a plan to fix the eurozone. Will it work?

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Fisher Investments Editorial Staff
Media Hype/Myths

January Jonesing

By, 01/24/2012

With January’s returns positive thus far, the “January effect” seems to have vanished from consciousness.

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Fisher Investments Editorial Staff
Taxes

A Confused Attempt at Compromise

By, 01/23/2012

European leaders, attempting to win Britain’s backing, are discussing revising their planned financial transaction tax.

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Fisher Investments Editorial Staff
Others

Report From the PIIGS

By, 01/20/2012

A brief review of PIIGS updates from Thursday.

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Fisher Investments Editorial Staff
US Economy

Manufacturing’s Manifest March

By, 01/19/2012

While fears of US manufacturing’s decline remain prevalent in the media, data paint a markedly different picture.

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Fisher Investments Editorial Staff
Others

Foreign Affairs

By, 01/18/2012

A brief rundown of China’s GDP, Hungarian political posturing and eurozone bond auctions.

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Fisher Investments Editorial Staff
Media Hype/Myths

S&P’s Shifting Opinion

By, 01/13/2012

Standard and Poor’s (S&P) was busy Friday, downgrading nine eurozone nations—including previously AAA France and Austria. But these actions seem far less material than many presume.

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Fisher Investments Editorial Staff
Deficits

Success in Action (Or Auction)

By, 01/12/2012

Italy and Spain each conducted their first 2012 debt auctions Thursday. Here’s a brief look at the results.

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Elisabeth Dellinger
Capitalist Corner

Hungary’s Crossroads

By, 01/11/2012

Could Hungary’s bailout need save its people from proto-fascist authoritarianism?

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Fisher Investments Editorial Staff
Emerging Markets

China’s Confounding Trade Data

By, 01/11/2012

Chinese import growth decelerated and widely missed estimates Tuesday, yet Chinese equity markets showed little negative influence.

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Fisher Investments Editorial Staff
Geopolitics

Dancing About Europe

By, 01/10/2012

A survey of the eurozone’s latest.

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Fisher Investments Editorial Staff
Media Hype/Myths

The Golden Cross

By, 01/09/2012

Bullish or bearish, technical indicators have some serious, deep-rooted flaws.

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Fisher Investments Editorial Staff
US Economy

Private-Sector Strength

By, 01/06/2012

Signs of private-sector strength continue to emerge in the US and abroad.

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Fisher Investments Editorial Staff
Monetary Policy

Forecasting Fed Forecasting

By, 01/05/2012

The Fed announced it will begin releasing its forecasts and longer-term plans for interest rates starting this month—but is this move positive, negative or somewhere in between?

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Michael Hanson
Business in Review

The Return of the Unconscious, Part II

By, 01/04/2012

Part II of our survey of recent popular psychology literature.

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Fisher Investments Editorial Staff
US Economy

Headlines in Iowa (and Elsewhere)

By, 01/04/2012

Tuesday marked the first US trading day of the year—here’s a quick rundown of some primary stories.

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Fisher Investments Editorial Staff
Media Hype/Myths

Five Things That Didn't Happen in 2011

By, 01/03/2012

As 2011 comes to a close, here’s our look at the top things that didn’t happen.

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