Fisher Investments Editorial Staff

13 Risks That Weren’t in 2013

By, 12/31/2013
Ratings1663.930723

A look back at all the widely feared bad things that didn’t happen this year.

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Douglas Epstein
Into Perspective

Demand’s Unsung Partner

By, 12/30/2013
Ratings504.63

Fears that stocks lack sufficient buyers to support prices ignore a potentially powerful offsetting factor: supply changes.

read more
Fisher Investments Editorial Staff
MarketMinder Minute

MarketMinder Minute - Debunking the Great Rotation

By, 12/30/2013
Ratings1133.70354
Fisher Investments Editorial Staff
Investor Sentiment

The Return of the Retail Investor

By, 12/30/2013
Ratings404.4375

It seems the average investor’s appreciation of stocks might be picking up these days—in response, the media’s claiming both doom and boom for markets ahead.

read more
Fisher Investments Editorial Staff
Into Perspective

The Volcker Games

By, 12/27/2013
Ratings604.083333

The Volcker Rule’s first unintended consequence—over 275 community banks could take a roughly $600 million capital hit.

read more
Todd Bliman

The Many Faces of Risk, Retirement Edition

By, 12/26/2013
Ratings1683.892857

Contrary to what many believe, risk has a much broader meaning than merely risk of loss.

read more
Mary Holdener

Gut Check

By, 12/26/2013
Ratings724.131945

More often than not, investors’ “gut” feelings get in the way of their portfolio decisions. Here are some tricks to prevent investing indigestion.

read more
Fisher Investments Editorial Staff
Politics

The Gift of Gridlock

By, 12/26/2013
Ratings264.403846

Your holiday gift from inside the Beltway is a lack of new laws.

read more
Elisabeth Dellinger

Don’t Be a Statistic

By, 12/24/2013
Ratings1284.132813

How to avoid the same mistakes that caused a member of Congress to get conned out of $18 million by his advisor.

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Fisher Investments Editorial Staff

China Credit Crunch Redux?

By, 12/24/2013

Rising Chinese short-term rates have headlines warning of a credit crunch, but evidence suggests markets needn’t panic.

read more
Fisher Investments Editorial Staff

It’s (Not) a Small World After All

By, 12/23/2013
Ratings334.19697

US Q3 GDP is a nice confirmation of growth, but global data matter most.

read more
Fisher Investments Editorial Staff
US Economy

Fruitful Fundamentals

By, 12/20/2013
Ratings1024.009804

Earnings are growing, and forward-looking indicators suggest sales and profits should keep rising.

read more
Michael Hanson

Ditch Your Catalyst Thinking

By, 12/19/2013
Ratings684.397059

Investors of all kinds tend to believe “catalysts” are needed to move markets higher. Bull markets don’t need them, never have.

read more
Fisher Investments Editorial Staff
Monetary Policy

Taper On

By, 12/19/2013
Ratings334.075758

The small reduction in Fed bond buying is a step in the right direction, but likely not a big market mover.

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Fisher Investments Editorial Staff
Inflation

The Fed’s Deflated Logic

By, 12/18/2013
Ratings534.254717

Fed bond buying isn’t a solution for disinflation—it’s the cause.

read more
Fisher Investments Editorial Staff
Across the Atlantic

French Dip, Irish Cream

By, 12/17/2013
Ratings383.578947

While headlines focused on iffy data from France, good news from Ireland and throughout the eurozone flew under the radar.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Is Santa Coming to Town?

By, 12/16/2013
Ratings1393.593525

Does the Santa Claus Rally matter much for long-term investors?

read more
Fisher Investments Editorial Staff
Reality Check

Shinzo’s Stalemate

By, 12/13/2013
Ratings154.566667

On the anniversary of his election, reviewing Japanese Prime Minister Shinzo Abe’s progress thus far might prove insightful for Japanese reform in the near future.

read more
Fisher Investments Editorial Staff

Budgetary Surprises

By, 12/12/2013
Ratings893.595506

Congress has seemingly reached a budget deal—but what does this mean for investors?

read more
Fisher Investments Editorial Staff
Into Perspective

Introducing the Volcker Rule

By, 12/11/2013
Ratings403.725

The long-awaited Volcker Rule has debuted with no big surprises.

read more
Fisher Investments Editorial Staff
Trade

We Are the World

By, 12/10/2013
Ratings234.043478

In Bali, 159 countries reached a global agreement seeking freer trade. A noble objective, but such broad agreements are generally less workable and effective than narrower, more specific and actionable deals.

read more
Fisher Investments Editorial Staff
US Economy

Taper in December?

By, 12/09/2013
Ratings664.515152

Will November’s strong jobs report, a healthier economy and Congress’ potential budget compromise suffice for the Fed to start tapering in December?

read more
Emily Dunbar

Great French-Pectations

By, 12/09/2013
Ratings213.285714

Investors might not love French policy, but French stocks don’t seem to mind.

read more
Fisher Investments Editorial Staff
GDP

No Devil in These Details

By, 12/06/2013
Ratings594.067797

US GDP was revised up strongly. But the beat didn’t satisfy dour investors—who tried looking under the hood for something to fret about.

read more
Fisher Investments Editorial Staff

MarketMinder Minute On Investing in Gold

By, 12/05/2013
Fisher Investments Editorial Staff

The Faults of Municipal Default Fears

By, 12/05/2013
Ratings134.115385

Recent events in Detroit and Illinois have prompted jitters over municipal finances, but overall, state and local debt is in fine shape.

read more
Christopher Wong

I-P-O Doesn’t Spell E-Z M-O-N-E-Y

By, 12/05/2013
Ratings524.711538

Investors looking to hit the jackpot with an IPO may end up disappointed.  

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Todd Bliman
The Advisor's Corner

Incentives, Interests and Investors

By, 12/04/2013
Ratings424.345238

Basic economics teaches that rational individuals respond to incentives. What if your advisor’s incentives are at odds with your interests?

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Fisher Investments Editorial Staff
Media Hype/Myths

Pricking the Stock Market Bubble Debate

By, 12/04/2013
Ratings6872.951965

There’s been a lot of chatter about a stock market bubble—is investor concern warranted?    

read more
Mary Holdener

Q the End

By, 12/03/2013
Ratings424.476191

With each US economic data release come more predictions of when the Fed will taper QE. But will “when” matter for stocks, and why?

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Fisher Investments Editorial Staff
Market Risks

Wholesale Change?

By, 12/03/2013
Ratings324.015625

The skinny on Fed proposals to crack down on short-term money markets.

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Fisher Investments Editorial Staff

Doorbusters! Discounts! Ka-ching!

By, 12/02/2013
Ratings244.729167

What does the jump in Black Friday discounts and deals tell us about the retail sector?

read more
Elisabeth Dellinger
Reality Check

The Truth About Negative Deposit Rates

By, 11/29/2013
Ratings354.214286

The internet is awash with rumors banks might charge for deposits. What’s a customer to do? 

read more
Fisher Investments Editorial Staff
Across the Atlantic

Berlusconi Out, German Government In

By, 11/29/2013
Ratings283.553571

Eurozone politics got a little clearer on Wednesday.

read more
Fisher Investments Editorial Staff

Mexico’s Quiet Reform

By, 11/27/2013
Ratings224.045455

While Mexico’s monopoly reforms hog the spotlight, an under-the-radar bank reform may provide a quicker, unexpected boost.    

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Fisher Investments Editorial Staff
Personal Finance

No Inside Track

By, 11/26/2013
Ratings684.639706

Do CEOs’ inside trades provide investors helpful hints?

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Fisher Investments Editorial Staff
Alternative Investments

The Perils of Non-Traded REITs

By, 11/25/2013
Ratings1414.322695

Before jumping into non-traded REITs, we’d suggest investors do their due diligence.

read more
Fisher Investments Editorial Staff
Across the Atlantic

The Eurozone’s Rolling Hills of Economic Improvement

By, 11/22/2013
Ratings303.733333

Watching eurozone economic data and news—with all its ups and downs—may leave investors feeling motion-sick. We suggest focusing on the broader picture instead of the peaks and valleys.

read more
Fisher Investments Editorial Staff
Corporate Earnings

‘Tis the (Earnings) Season

By, 11/21/2013
Ratings534.226415

Earnings season is in full swing and a closer look at the most recent earnings report suggests the economy is, too.

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Fisher Investments Editorial Staff
Into Perspective

Vexed by the Volcker Rule?

By, 11/20/2013
Ratings473.670213

The Volcker Rule might soon see the light of day. What should investors expect?

read more
Elisabeth Dellinger
Into Perspective

The Misadventures of Bazooka Ben

By, 11/20/2013
Ratings174.676471

Are the world’s central banks running out of ammo?

read more
Fisher Investments Editorial Staff
Monetary Policy

Will Rising Rates Ding Demand?

By, 11/19/2013
Ratings643.960938

Will rising long-term interest rates choke the US economy?

read more
Fisher Investments Editorial Staff

Commie Capitalism

By, 11/18/2013
Ratings323.453125

China’s highly anticipated Third Plenum ended last week, and reform details are finally out. But are they more likely tail- or headwinds for stocks?

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Fisher Investments Editorial Staff

An Uneven Clip is No Double Dip

By, 11/15/2013
Ratings344.176471

Folks fear the eurozone’s lackluster Q3 GDP growth suggests a double-dip recession, but LEI tells us otherwise.

read more
Fisher Investments Editorial Staff
Across the Atlantic

Growth Versus Guidance

By, 11/14/2013
Ratings313.967742

The UK LEI’s 1.5% rise in September is just the latest evidence the end of quantitative easing is good for growth—likely to the surprise of most investors.

read more
Todd Bliman
Personal Finance

The Compass

By, 11/14/2013
Ratings964.114583

The rule governing your advisor's actions is less important than the ethical compass that guides their actions.

read more
Fisher Investments Editorial Staff

Timing the Taper

By, 11/13/2013
Ratings1473.571429

Many folks are bemoaning what the arrival of the taper means for markets, unaware that we already have a sneak preview of what the impact is like.

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Fisher Investments Editorial Staff

Bubblicious?

By, 11/12/2013
Ratings523.826923

Some fear markets getting too high, but bubble chatter is likely self-deflating.

read more
Fisher Investments Editorial Staff
US Economy

A Tale of Two Unemployment Surveys

By, 11/11/2013
Ratings393.294872

What can we make of October’s employment report?

read more
Fisher Investments Editorial Staff
GDP

Gross Domestic Problem-Solving

By, 11/08/2013
Ratings713.964789

Good GDP growth is bad news—at least as most see it these days. But we found more positives than problems in Q3’s report.

read more
Fisher Investments Editorial Staff

Facts About Floating Rate Notes

By, 11/07/2013
Ratings262.884615

The Treasury announced it will soon be issuing a new note—what does this mean for investors?

read more
Fisher Investments Editorial Staff

Such Great Heights

By, 11/06/2013
Ratings2433.759259

Don’t be scared stocks are hitting all-time high marks—a fear of heights may lead to investors missing out on the bull market’s upside.

read more
Michael Hanson

Book Review: Financial Malthusians

By, 11/05/2013
Ratings603.433333

The end of growth is not upon us.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Momentum and Other Fake Market Forces

By, 11/05/2013
Ratings413.768293

When headlines predict big short-term moves, long-term investors should stay cool.

read more
Fisher Investments Editorial Staff
Deficits

Deficit Hype

By, 11/04/2013
Ratings394.371795

A broad lack of enthusiasm over the sharp drop in the US’s federal deficit suggests investors are as skeptical as ever.

read more
Fisher Investments Editorial Staff
Personal Finance

Trade-Offs of Target-Date Funds

By, 11/01/2013

Investors should consider much more than their retirement date when creating an investment plan—so why are funds solely focusing on just that so popular?

read more
Elisabeth Dellinger

The Tale of the Dollar’s Demise

By, 10/31/2013
Ratings1003.755

Has the dollar lost its status as the world’s reserve currency?

read more
Fisher Investments Editorial Staff

Taper Ghost Stories

By, 10/31/2013
Ratings204.375

Investors’ reaction to the Fed’s decision not to taper suggests widespread belief the economy is weak—more evidence sentiment is still stuck in skepticism.

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Fisher Investments Editorial Staff

Selling Retail Short?

By, 10/30/2013
Ratings64.583333

What can we glean from the latest retail numbers? 

read more
Fisher Investments Editorial Staff

Too Much Twitter Over IPOs?

By, 10/29/2013
Ratings334.272727

Is the recent spate of IPOs a sign of bubble trouble?

read more
Fisher Investments Editorial Staff
Across the Atlantic

Britain's Secret Stimulus

By, 10/28/2013
Ratings184.472222

The only QE left in Britain is Queen Elizabeth, and it seems their economy is better off for it.

read more
Fisher Investments Editorial Staff

Buffer Bluffing

By, 10/25/2013
Ratings264.423077

The Federal Reserve announced rules for higher liquid capital ratios at the US’s biggest, most influential banks—what are the chances banks become safer?

read more
Todd Bliman
Reality Check

Passive Investors and Other Endangered Species

By, 10/25/2013
Ratings1353.396296

Passive investing is fine in theory, but extremely difficult to apply in the real world.

read more
Elisabeth Dellinger

Investing Lessons From the Crimean Trade War

By, 10/24/2013
Ratings1014.183168

The biggest market risks are those few people notice.

read more
Fisher Investments Editorial Staff

Spain Imports Growth

By, 10/24/2013
Ratings123.916667

Spain returned to growth in Q3. To us, this is just more evidence the global expansion continues.

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Fisher Investments Editorial Staff
US Economy

The Fed’s Unemployed Logic

By, 10/23/2013
Ratings384.31579

Those looking to September’s unemployment report for Fed clues are likely spinning their wheels.

read more
Fisher Investments Editorial Staff
Monetary Policy

Japan’s Quantitative Easy Button

By, 10/22/2013

Is Japan taking the easy way out with its uncompetitive economy?

read more
Fisher Investments Editorial Staff
Market Cycles

MarketMinder on All-Time Highs

By, 10/21/2013
Ratings993.606061
Fisher Investments Editorial Staff
Emerging Markets

China’s Reacceleration

By, 10/21/2013
Ratings234.434783

Chinese GDP reaccelerated in Q3, providing more evidence of a faster-growing world economy.

read more
Fisher Investments Editorial Staff
Into Perspective

Data for Your Doldrums

By, 10/18/2013
Ratings774.383117

Reviewing global fundamentals suggests recent political pageantry’s main impact for investors is distracting them from ongoing growth.

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Fisher Investments Editorial Staff
US Economy

A (Non)Default-Fueled Downgrade

By, 10/17/2013
Ratings354.642857

The US is facing another potential credit downgrade despite an averted debt default, but that doesn’t mean much for investors.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Uncertain About the Costs of Uncertainty

By, 10/16/2013
Ratings133.269231

How do you measure that which is uncertain?    

read more
Fisher Investments Editorial Staff
MarketMinder Minute

MarketMinder Minute - Week of October 11, 2013

By, 10/16/2013
Elisabeth Dellinger

Brewing Yet Another Debt Ceiling Debate

By, 10/15/2013
Ratings164.28125

Is the debt ceiling a global economic issue?

read more
Todd Bliman

Are Politicians Holding Your Financial Future Hostage?

By, 10/15/2013

Allowing Beltway rhetorical battles to drive investment decision making is a big risk to your financial future.       

read more
Fisher Investments Editorial Staff
Politics

Tick Tick Boom?

By, 10/15/2013
Ratings534.462264

Don’t sweat Congress’s latest shenanigans—we still won’t default.

read more
Amanda Williams
Media Hype/Myths

Part-Time Employment Part Deux: The Affordable Care Act

By, 10/14/2013
Ratings593.347458

Many fear the ACA will contribute to turning the US into a part-time nation—but is this more media hype, or is it a trend to contend with?

read more
Elisabeth Dellinger
Reality Check

The Debt Ceiling and China

By, 10/14/2013
Ratings294.241379

Will the debt ceiling make China dump its US Treasury holdings?

read more
Emily Dunbar
Media Hype/Myths

Nix the VIX

By, 10/14/2013
Ratings223.795455

A common indicator of market volatility is the VIX, but investors needn’t give it much weight.

read more
Todd Bliman
Monetary Policy

An Open Letter to Janet Yellen

By, 10/11/2013
Ratings664.022727

A quick reminder for Fed head nominee Janet Yellen: Simpler is often better.

read more
Fisher Investments Editorial Staff
Monetary Policy

Federal Reserve Chairman Nominated: Yellin’ About Yellen

By, 10/11/2013
Ratings343.352941

Speculation abounds over monetary policy’s future with Janet Yellen in the Fed’s big chair—but history shows action often deviates from expectations.

read more
Fisher Investments Editorial Staff
Investor Sentiment

Confidence is Sentimental

By, 10/10/2013
Ratings224.136364

Investor sentiment has seemingly shifted back to grinding skepticism recently, but that’s not necessarily bad.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

High-Frequency Fallacies

By, 10/10/2013

While high-frequency trading continues to be a popular topic of debate, some of the opposing views are a teensy bit flawed, in my view.

read more
Fisher Investments Editorial Staff
Into Perspective

Taking Stock of the Affordable Care Act

By, 10/09/2013
Ratings353.585714

The Affordable Care Act has been a point of contention among Congress—but what about for stocks?  

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Fisher Investments Editorial Staff
Media Hype/Myths

Part-Time Reasoning on Part-Time Employment

By, 10/09/2013
Ratings433.511628

Many in the media fret employment is improving primarily due to an increase in part-time jobs—but do the data bear that out?

read more
Michael Birnbaum
Forecasting

Smoothed O"PE"rator

By, 10/08/2013
Ratings524.490385

The Cyclically Adjusted P/E ratio is above its long-term average, but this doesn’t mean poor stock returns are in store.

read more
Fisher Investments Editorial Staff
MarketMinder Minute

MarketMinder Minute - Week of October 4, 2013

By, 10/08/2013
Ratings44.125
Fisher Investments Editorial Staff
MarketMinder Minute

MarketMinder Minute - Week of October 4, 2013

By, 10/08/2013
Fisher Investments Editorial Staff
Politics

Defaulty Logic

By, 10/08/2013
Ratings1124.200893

Despite what our President, Treasury Secretary and House Speaker say, hitting the debt ceiling doesn’t mean imminent default.

read more
Fisher Investments Editorial Staff

In Case of…

By, 10/07/2013

Dodd-Frank’s requirement for big banks to write living wills seems like a solution in search of a problem, but it shouldn’t create headwinds for Financials stocks.

read more
Mary Holdener
Emerging Markets

Let Them In(dia)!

By, 10/07/2013
Ratings143.714286

QE seems an easy scapegoat for India’s rather crunchy liquidity—but we suspect the country’s weakness is more locally sourced.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

“Non-Essential” Data

By, 10/04/2013
Ratings403.9875

With some federal agencies’ closures this week, new (and some historical) US economic data are offline—some fear the lack of official statistics may eventually shutdown markets, too.

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Fisher Investments Editorial Staff
Reality Check

France’s (Non)Investment Philosophy

By, 10/03/2013
Ratings84.4375

France’s parliament is considering rules that, if implemented, might create some headwinds for its economy down the road.

read more
Todd Bliman
US Economy

Detonate Your Debt-Ceiling Fears

By, 10/03/2013
Ratings1624.197531

Some presume the debt ceiling is a huge risk looming in the near future, but there is ample evidence suggesting these fears are detached from reality.

read more
Fisher Investments Editorial Staff
Market Risks

Writing Down the Volcker Rule

By, 10/02/2013
Ratings424.380952

Regulators are racing to nail down the Volcker Rule by year-end.

read more
Fisher Investments Editorial Staff
MarketMinder Minute

MarketMinder Minute – Week of September 27, 2013

By, 10/02/2013
Fisher Investments Editorial Staff
Reality Check

A Guide on Government Gridlock

By, 10/01/2013
Ratings294.137931

Gridlock makes it tough to pass legislation—but is that good or bad for markets?

read more
Todd Bliman
US Economy

The Government Shuts Down

By, 10/01/2013
Ratings664.045455

The government shutdown that began midnight Tuesday helps add clarity to the potential market impact of both recent budget squabbling and the debt ceiling.  

read more
Fisher Investments Editorial Staff
Trade

Shanghai’s Fascinating Free-Trade Zone

By, 09/30/2013
Ratings143.821429

China’s newly implemented free-trade zone will open Tuesday, but only time will tell whether it contributes to the country’s growth. 

read more
Todd Bliman
Currencies

Book Review: ‘Get Them to Blink In Sequence’—James Rickards' Currency Wars

By, 09/30/2013
Ratings544.092593

James Rickards' Currency Wars: The Making of the Next Global Crisis is ambitious but falls far short of adding material value for investors.

read more
Elisabeth Dellinger
US Economy

34 Numbers to Make You Believe in Growth

By, 09/30/2013
Ratings323.953125

Disappointed Q2 GDP wasn’t revised up in the final estimate? Here are 34 numbers demonstrating the US economy is stronger than headline growth rates suggest.

read more
Fisher Investments Editorial Staff
Emerging Markets

Tapertagion!

By, 09/27/2013
Ratings353.585714

It’s widely held ending QE will have global repercussions—we agree! But in our view, taper contagion likely has more positive implications than many fear.

read more
Elisabeth Dellinger
Reality Check

The Perils of Price Controls—A History Lesson for the UK

By, 09/26/2013
Ratings284.446429

A prominent UK politico has pledged to freeze energy prices if his party wins the 2015 election—something history shows is dangerous for stocks.

read more
Fisher Investments Editorial Staff
Investor Sentiment

Underestimated Financials

By, 09/26/2013
Ratings393.807692

Years after the financial crisis, investors are still ignoring Financials’ improving health—but that’s not necessarily bad.

read more
Fisher Investments Editorial Staff
Politics

Sam, I Am Green Budgets and Ham

By, 09/25/2013
Ratings933.881721

Should investors fret a possible government shutdown?

read more
Elisabeth Dellinger and Todd Bliman
Into Perspective

The Real War on Coal

By, 09/25/2013
Ratings384.407895

What should investors make of proposed emission standards for coal-fired power plants?

read more
Fisher Investments Editorial Staff
MarketMinder Minute

MarketMinder Minute - Week of September 20, 2013

By, 09/24/2013
Fisher Investments Editorial Staff
Politics

Angela’s Next Step

By, 09/24/2013

What’s next for German Chancellor Angela Merkel after Sunday’s election?

read more
Fisher Investments Editorial Staff
Into Perspective

The Fed’s Sequestered Logic

By, 09/20/2013
Ratings284.214286

The Fed seems to think slow growth justifies continuing QE—we think that’s exactly why they should stop.

read more
Fisher Investments Editorial Staff
US Economy

Sept-Taper Caper

By, 09/19/2013
Ratings644.195313

Despite media speculation the Fed would begin tapering asset purchases this month, the FOMC held off—at least for now.

read more
Fisher Investments Editorial Staff
Deficits

Indebted to the Future?

By, 09/18/2013
Ratings794.082278

Will rising interest rates mean insurmountable debt in the not-too-distant future?

read more
Mary Holdener
The Big Picture

Ben Spikes Back

By, 09/18/2013
Ratings563.803571

Stocks rally, but how much does spiking the Fed punchbowl really affect them?

read more
Elisabeth Dellinger
Geopolitics

Bizarro Diplomacy, Normal Bull Market

By, 09/18/2013
Ratings224.136364

Recent foreign policy flubs shouldn’t hurt stocks—they’re just more fuel for the gridlock markets love.

read more
Fisher Investments Editorial Staff
MarketMinder Minute

MarketMinder Minute – Week of September 13, 2013

By, 09/17/2013
Ratings173.970588
Fisher Investments Editorial Staff
Reality Check

Abenomics’ Glowing Tofu Problem

By, 09/17/2013
Ratings243.916667

From energy to tofu, Japan’s weakening yen is causing more than a scene these days.

read more
Fisher Investments Editorial Staff
US Economy

One Weird—and Simple—Trick to Thinking Differently About Stocks

By, 09/16/2013
Ratings743.945946

Identifying false fears might sound weird, but it’s a handy way for investors to gauge the market’s future direction.

read more
Fisher Investments Editorial Staff
Into Perspective

Banking on the ECB?

By, 09/13/2013

The ECB is closer to being the eurozone banking regulator, though we wouldn’t bank on the benefits of a European banking union just yet.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Popping Housing Bubbles’ Bubbles

By, 09/12/2013
Ratings344.117647

Housing fears are bubbling up, but data broadly show the sector is doing better than many realize.

read more
Fisher Investments Editorial Staff

Upside Dow

By, 09/11/2013
Ratings524.355769

The Dow Jones Industrial Average will be adding three new stocks—but does it even matter?

read more
Fisher Investments Editorial Staff
Taxes

Tracking the Third Arrow

By, 09/10/2013
Ratings193.605263

While Japanese policymakers and headlines debate a forthcoming sales tax increase, Abenomics’ Third Arrow has seemingly gone by the wayside.

read more
Fisher Investments Editorial Staff
US Economy

Unemployment with a Taper Twist

By, 09/09/2013
Ratings134.538462

Unemployment improved slightly in August, but how this impacts QE tapering plans remains to be seen.

read more
Elisabeth Dellinger
Market Cycles

Chart Fest 2013!

By, 09/06/2013

If a picture says 1,000 words, here are 44,000 bullish words.

read more
Fisher Investments Editorial Staff
Investor Sentiment

Bull Steam Ahead

By, 09/06/2013
Ratings624.177419

Volatility can be pretty volatile sometimes—what does that mean for markets?

read more
Elisabeth Dellinger
Media Hype/Myths

Investing in the Age of Ages

By, 09/05/2013
Ratings453.688889

How should you invest in the Age of Austerity/Stimulus/Uncertainty/Bernanke/Bubbles?

read more
Fisher Investments Editorial Staff
Trade

Trade Winds

By, 09/05/2013
Ratings143.321429

For many investors, July’s trade report may fuel worries of slowing growth. But in our view, it paints a healthier picture.

read more
Emily Dunbar and Mary Holdener
Reality Check

Doing It Wrong

By, 09/04/2013
Ratings343.897059

It is true there is no be-all-end-all guide to global economic and monetary policy, but here are a few examples of policies investors should watch closely when considering their portfolios.

read more
Fisher Investments Editorial Staff
US Economy

A Manufactured Buzz?

By, 09/04/2013

Manufacturing is strong, but investors still seem skeptical of US economic strength.

read more
Emily Dunbar
Capitalism

Innovations Through Generations

By, 09/03/2013
Ratings463.521739

Thanks to the power of profit motive, parents like me have helpful products to make our most important job a little bit easier.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

September Is Just a Month

By, 09/02/2013
Ratings533.764151

September gets a bad rap, but history shows it isn’t inherently bad for stocks.

read more
Michael Hanson
Forecasting

Book Review: Signals, Noises, Foxes, Hedgehogs, and Bayes

By, 08/30/2013
Ratings324.375

Nate Silver has written one of the best books on forecasting I’ve ever read.

read more
Fisher Investments Editorial Staff
US Economy

Skepticism About a Simmering Economy

By, 08/30/2013
Ratings593.855932

Many doubt the strength of the US economy—are those concerns justified?

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Squirrelly Computers?

By, 08/29/2013
Ratings184.138889

In our view, investors needn’t pay much attention to recent outages at exchanges—they happen more often than you’d think. And sometimes, the causes are pretty innocuous.

read more
Todd Bliman
Personal Finance

Nobody’s Fool

By, 08/29/2013
Ratings354.185714

It’s a mistake to heavily weight hypothetical past returns when performing due diligence.

read more
Elisabeth Dellinger
Into Perspective

The Long-Term Investor’s Guide to Syria

By, 08/28/2013

Ongoing events in Syria are a human tragedy, but the longer-term impact on global stocks should be minimal.

read more
Fisher Investments Editorial Staff
Politics

The Return of the Debt Ceiling: Part 108

By, 08/28/2013
Ratings294.034483

As the federal government prepares to go to the mattresses, should long-term investors be worried if Congress doesn’t raise the debt ceiling?

read more
Fisher Investments Editorial Staff
US Economy

Don't Dump on Durable Goods

By, 08/27/2013
Ratings43.625

A -7.3% drop in durable goods isn’t great, but plenty of other evidence suggests demand remains firm.

read more
Fisher Investments Editorial Staff
US Economy

Strengthy Banks

By, 08/26/2013
Ratings44.625

A closer look at US banks’ balance sheets suggests the institutions are stronger than some rating agencies seem to believe.

read more
Fisher Investments Editorial Staff
Investor Sentiment

Smokin’ Hot!

By, 08/23/2013

Economic growth has been smokin’ lately, yet some still fear there is a fire to put out.

read more
Fisher Investments Editorial Staff
Politics

Brewing German Elections

By, 08/22/2013

German elections are a month away and, currently, polls indicate a re-election for Chancellor Angela Merkel. In our view, this apparent lack of political uncertainty is further evidence the eurozone isn’t as bad as feared.

read more
Elisabeth Dellinger
The Big Picture

62.5 Reasons to Be Bullish

By, 08/22/2013
Ratings213.904762

Worried this bull market lacks fundamental support? Here are a few dozen reasons to breathe easy.

read more
Fisher Investments Editorial Staff
Behavioral Finance

Flash Bang Boom!

By, 08/21/2013

China’s recent “fat finger” error may have investors concerned about flash movements, but their overall impact on performance is overstated.

read more
Michael Birnbaum
Investor Sentiment

There Is No Bear There

By, 08/21/2013
Ratings34.666667

Three flawed theses supporting a bearish outlook.

read more
Elisabeth Dellinger
Reality Check

The Great Non-Rotation

By, 08/20/2013
Ratings64.083333

This bull market should keep running, but not for the reason many seem to think.

read more
Fisher Investments Editorial Staff
Interest Rates

Rising Rates, Stocks and the Myth of the Yield Chaser

By, 08/20/2013
Ratings74.857143

What do rising interest rates mean for stocks?

read more
Todd Bliman
Geopolitics

Thug Island Dreamin’

By, 08/19/2013

Historically, geopolitical tensions move stocks less than you might think.

read more
Fisher Investments Editorial Staff
Monetary Policy

The Bizarro World of QE Taper Fears

By, 08/19/2013

As folks realize their QE tapering fears are false, their relief should propel stocks higher.

read more
Fisher Investments Editorial Staff
Deficits

Don’t Fret the Debt

By, 08/16/2013
Ratings93.388889

Should investors be concerned about the size of US debt?

read more
Elisabeth Dellinger
Into Perspective

What to Do About Mexico’s Energy Reforms

By, 08/15/2013

Energy firms likely benefit from Mexico’s proposed energy reforms in the long run, but for investors in the here and now, better opportunities likely lie in other sectors.

read more
Fisher Investments Editorial Staff
The Big Picture

Welcome to the Neurozone

By, 08/15/2013
Ratings32.166667

The eurozone economy grew in Q2, but this isn’t an all-clear for eurozone stocks.

read more
Fisher Investments Editorial Staff
Others

Another One Gets Delayed

By, 08/14/2013

Another Affordable Care Act rule has been delayed. Markets have largely brushed off the legislation so, in our view, these delays likely get the same response.

read more
Fisher Investments Editorial Staff
Deficits

One Quadrillion and Counting

By, 08/13/2013

What should investors make of the news Japan’s gross public debt passed one quadrillion yen in Q2?  

read more
Fisher Investments Editorial Staff
Market Cycles

Much Ado About Bonds

By, 08/12/2013

Some headlines say a bond bear market is in the offing. What should long-term investors do?

read more
Fisher Investments Editorial Staff
Trade

Chinese Trade Chatter

By, 08/09/2013

Chinese July trade data pleasantly surprised many investors by trouncing expectations and June’s figures—but is there more to the story?

read more
Elisabeth Dellinger
Into Perspective

Forward Misguidance

By, 08/08/2013

Forward guidance is all the rage with central banks, but investors following bankers’ words alone tread a perilous path.

read more
Fisher Investments Editorial Staff
Others

So Long, Fannie and Freddie?

By, 08/08/2013

Congress is debating unwinding Fannie Mae and Freddie Mac, but in our view, near-term market impact is likely limited as too many factors remain unknown.

read more
Fisher Investments Editorial Staff
Trade

Trading Up?

By, 08/07/2013

June’s trade report is getting applause, but not for the reasons it should.

read more
Fisher Investments Editorial Staff
Corporate Earnings

Earnings—Still High, Still Rising

By, 08/06/2013

Earnings are still at all-time highs and rising, with less economically sensitive sectors leading the charge.

read more
Fisher Investments Editorial Staff
US Economy

July’s Employment Report in Three Charts

By, 08/05/2013

July’s slower job growth, in our view, doesn’t signal weakness for the economy or stocks.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Defying Gravity

By, 08/02/2013

The S&P 500 hit a new all-time high Thursday, but in our view, that says nothing about what lies ahead for stocks.

read more
Fisher Investments Editorial Staff
GDP

Out of Sight, Out of Mind?

By, 08/01/2013

The latest buzz about US GDP seems to be concentrating on the distant past rather than the impact on the present.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

GOoooo, Bonds!

By, 07/31/2013

Detroit is bankrupt, and investors and officials alike have been questioning the future of general obligation bonds.

read more
Fisher Investments Editorial Staff
Others

Let It Be

By, 07/30/2013

Headlines are focused on BOE Governor Mark Carney’s monetary policy statements, but his regulatory actions might be more impactful for the UK economy and markets. 

read more
Fisher Investments Editorial Staff
Investor Sentiment

‘Whatever It Takes,’ One Year Later

By, 07/29/2013

One year ago, ECB chief Mario Draghi said he’d do “whatever it takes” to save the euro. How did he do?

read more
Fisher Investments Editorial Staff
Emerging Markets

Moderating in the Middle (Kingdom)

By, 07/26/2013

China’s new stimulus plan may not spark an era of gangbusters growth, but its ultimate implications could mean even better things for China.

read more
Fisher Investments Editorial Staff
Others

Dodd-Frank: Relaxing Unwritten Rules?

By, 07/25/2013

Dodd-Frank turned three years old over the weekend, yet many rules remain unwritten—and some seem poised to stay that way.

read more
Fisher Investments Editorial Staff
Into Perspective

¡Viva España!

By, 07/24/2013

As we see in the case of Spain, improving economic data from the eurozone suggest the region won’t be as big a burden as feared on global markets.

read more
Fisher Investments Editorial Staff

Abe Wins a Landslide. Now What?

By, 07/23/2013

The Liberal Democratic Party’s landslide victory in Japan’s upper house election doesn’t much improve the outlook for Japanese stocks.

read more
Fisher Investments Editorial Staff
Reality Check

Rating Agencies: Late as Usual

By, 07/22/2013

With Moody’s raising its outlook for US debt on Friday, a look at what happened during our two years on “negative” watch confirms ratings agencies’ decisions aren’t predictive.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

The Student-Loan Crisis That Wasn’t

By, 07/19/2013

In June, headlines decrying the student-loan rate’s upcoming July 1 rise seemed par for the course—so was politicians’ late-to-game solution this week.

read more
Fisher Investments Editorial Staff
Monetary Policy

A UK Perspective on QE

By, 07/18/2013

Since the UK stopped asset purchases late last year, it has shown signs of a strengthening economy. In our view, tapering QE in the US likely brings similar results.

read more
Fisher Investments Editorial Staff
Politics

Carbon Dating Politics

By, 07/17/2013

As Australia’s carbon tax U-Turn shows, legislation can and does change—something investors should remember when considering portfolio moves.

read more
Fisher Investments Editorial Staff
Emerging Markets

Cracks in the China?

By, 07/16/2013

Global stocks should look past China’s slowing growth rate.

read more
Christo Barker
Into Perspective

Inside Glass-Steagall’s Latest Comeback Attempt

By, 07/16/2013

The latest attempt to reinstate Glass-Steagall wouldn’t be great for capital markets, but—thankfully—it stands little chance of passing.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Thinking About Bonds

By, 07/15/2013

As the Fed eyes QE tapering, how should investors think about bonds?

read more
Fisher Investments Editorial Staff
Into Perspective

Easing’s Quantitative Analytics

By, 07/12/2013
Ratings244.416667

A quick analysis of QE’s impact on the economy throws into question the quantity of its benefits.

read more
Fisher Investments Editorial Staff
Trade

China’s Trade Blues

By, 07/11/2013

Chinese trade data disappointed in June, but a closer look suggests a hard landing remains unlikely.

read more
Fisher Investments Editorial Staff
Reality Check

Municipal Bond Madness

By, 07/10/2013

A proposed tax on municipal bonds likely doesn’t get through Washington gridlock.  

read more
Fisher Investments Editorial Staff
Trade

Free Trade!

By, 07/09/2013

New/pending China-Switzerland and US-EU free trade deals aren’t instant economic fixes, but they should be longer-term positives and tailwinds for global stocks.

read more
Fisher Investments Editorial Staff
Geopolitics

A Look at Egypt and Global Markets

By, 07/08/2013

Tensions are flaring in Egypt, but history shows this shouldn’t much impact global stocks.

read more
Elisabeth Dellinger
US Economy

News Flash—Inside June’s Unemployment Report

By, 07/05/2013

Data show recent employment gains aren’t “too slow.”

read more
Fisher Investments Editorial Staff
Interest Rates

Piquing Interest in US Debt

By, 07/05/2013

Interest rates may be up a bit, but the US’s debt is still plenty affordable.

read more
Fisher Investments Editorial Staff
The Global View

The Good, The Basel and The Eurozone

By, 07/03/2013

Manufacturing, the Fed and a couple of PIIGS provided a mix of news for investors early this week—some good, some not-so-good and some simply political.

read more
Fisher Investments Editorial Staff

Editors’ Note: Tracking Stock and Bond Indexes

By, 07/02/2013
Ratings1361.617647
Fisher Investments Editorial Staff
Into Perspective

Regulatory Finger-Pointing. Again.

By, 07/02/2013

Some major global Financials are in EU regulators’ crosshairs for allegedly limiting competition in credit derivatives markets, but global stocks shouldn’t feel much impact.

read more
Fisher Investments Editorial Staff
Commodities

Striking Gold?

By, 07/01/2013
Ratings62.666667

What should long-term investors consider in the wake of gold’s worst quarter as a freely traded commodity?  

read more
Fisher Investments Editorial Staff
Reality Check

The EU-turn on Banks

By, 06/28/2013

EU finance ministers are rewriting the roadmap to bank bailouts.

read more
Fisher Investments Editorial Staff
Politics

Political Theater: Global Edition

By, 06/27/2013

Election updates from the land Down Under to the Land of the Rising Sun.

read more
Fisher Investments Editorial Staff

Debunking the “Fed-xit”

By, 06/26/2013

The Fed’s announcement about easing up on quantitative easing has given birth to several myths.

read more
Fisher Investments Editorial Staff
Emerging Markets

China’s Liquidity Finger Trap

By, 06/25/2013

China’s had a rough road lately, but the country’s financial growing pains and market wobbles appear unlikely to end the global bull market.

read more
Spencer May

When “Nothing” Is the Right Thing

By, 06/24/2013
Ratings114.772727

When volatility kicks up, our evolutionary response and the correct thing to do are often exactly opposite.

read more
Fisher Investments Editorial Staff
Repeatable History

The Bull Market Drama Continues

By, 06/21/2013

While few investors enjoy volatility, it’s commonplace amid bull markets—don’t let short-term swings scare you out of markets.

read more
Elisabeth Dellinger
Into Perspective

The Truth About Gold and the Dollar

By, 06/21/2013

Pricey gold isn’t a sign of dollar devaluation.

read more
Fisher Investments Editorial Staff
Monetary Policy

Fedishizing

By, 06/20/2013

The Fed held steady at Wednesday’s meeting, but Chairman Ben Bernanke said QE may wind down later this year—a bullish outcome, in our view.

read more
Fisher Investments Editorial Staff
Monetary Policy

More than Fed-side Chatter

By, 06/19/2013

In our view, it’s harder to explain away a healthy US economy with Fed policy when overall US and global economic data are also steadily improving.

read more
Fisher Investments Editorial Staff
Trade

How Do You Protect Free Trade?

By, 06/18/2013

In theory and in practice, protectionism limits trade and growth—so for best global economic results, we suggest limiting protectionism and protecting free trade.

read more
Fisher Investments Editorial Staff
US Economy

The Congress of Our Discontent

By, 06/17/2013
Ratings33.666667

Snippets from around the web illustrating the market impact of our currently gridlocked government.

read more
Fisher Investments Editorial Staff
Reality Check

Land of the Setting Sun?

By, 06/14/2013

Japanese stocks’ sharp advance seems to have hit a rough patch.

read more
Fisher Investments Editorial Staff
Interest Rates

Interest-ingly Rising Rates

By, 06/13/2013

Though interest rates have been rising lately, we don’t see this as cause for concern.

read more
Fisher Investments Editorial Staff
Reality Check

Opinions Make Poor Standards

By, 06/12/2013

S&P thinks the US economy is doing fine, but we didn’t need an outlook upgrade to tell us that.

read more
Fisher Investments Editorial Staff
The Global View

Germany Takes the OMT to Court

By, 06/11/2013

Germany’s highest court will hear testimony about whether the ECB’s bailout programs are unconstitutional, but in our view, it’s more a political gesture than anything else.

read more
Fisher Investments Editorial Staff
US Economy

Growth, Then Jobs

By, 06/10/2013

While Friday’s jobs report was mostly positive, don’t be fooled into thinking the data has a future impact on stocks.

read more
Fisher Investments Editorial Staff
Investor Sentiment

Eyes on Syria and Turkey

By, 06/07/2013

Ongoing violence in Syria and protests in Turkey have heightened tensions in the Middle East, but history shows these situations, while unfortunate, have fleeting impact on stocks.

read more
Fisher Investments Editorial Staff
The Global View

Abe Releases the Third Arrow

By, 06/06/2013

Japanese Prime Minister Shinzo Abe released the “third arrow” from his “Abenomics” quiver on Wednesday, but a lack of details likely leaves investors questioning just how far the arrow will go.

read more
Fisher Investments Editorial Staff

The How Affordable? Care Act

By, 06/05/2013

Originally billed as a cost saver, it’s looking like the Affordable Care Act may not quite live up to its name.

read more
Michael Hanson
Others

The Rise of Technocranalysis

By, 06/05/2013

Technocratic thinking is infesting economics—and enfeebling it.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Led Zeppelin

By, 06/04/2013
Ratings34.666667

The dreaded Hindenburg Omen flashed Friday, but evidence shows little reason to fear this technical indicator.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Excess Fed Fears

By, 06/03/2013

Theories presuming assured stock market doom when the Fed dials back on QE are missing a few important considerations.

read more
Fisher Investments Editorial Staff
GDP

Sentimental About GDP

By, 05/31/2013

Thursday’s downward revision of US GDP likely tells us more about changing sentiment than fundamentals.

read more
Fisher Investments Editorial Staff
The Global View

Brussels Gets a Slap on the Wrist from … Brussels

By, 05/30/2013

While several EU nations got some deficit wiggle room, Belgium got a slap on the wrist—but overall, the EU’s latest display of flexibility should further assuage eurozone jitters.

read more
Fisher Investments Editorial Staff
US Economy

Underappreciated—Not Underperforming

By, 05/29/2013

Recently released (and largely overlooked) economic data further illustrate the US economy’s underappreciated health.

read more
Fisher Investments Editorial Staff
Developed Markets

A Big Surprise

By, 05/28/2013

Global stocks are up nicely in 2013, but the year could still have big returns ahead.

read more
Fisher Investments Editorial Staff
The Global View

We’re (Not) All Turning Japanese

By, 05/24/2013

Japanese stocks swooned Thursday, highlighting what’s been, in our view, mostly an unsustainable, sentiment-driven rally in the country’s markets. For long-term, goal-oriented investors, we believe there are better opportunities outside the land of the rising sun right now.

read more
Fisher Investments Editorial Staff
Trade

Solar Wars: A (Un)Renewable Hope?

By, 05/22/2013

Over the last few years, it seems governments have been putting more energy into protecting the solar panel industry than the panels themselves produce.

read more
Fisher Investments Editorial Staff
Market Cycles

All-Time Highs … and Still Undervalued?

By, 05/21/2013

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

read more
Fisher Investments Editorial Staff
Politics

The Return of the Debt Ceiling

By, 05/20/2013

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

read more
Elisabeth Dellinger
The Global View

Lessons from Bangladesh

By, 05/20/2013

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

read more
Fisher Investments Editorial Staff
Others

Waiting for Shinzo-man

By, 05/17/2013

Japanese equity markets and growth surged in Q1, but absent necessary structural and economic reforms, is it sustainable?

read more
Fisher Investments Editorial Staff
Politics

Icing the Gridlock Cake

By, 05/16/2013

Political scandals distract politicians from legislating—a great thing for stocks.

read more
Fisher Investments Editorial Staff
Others

EU Regulatory Wrangling—The Saga Continues

By, 05/15/2013

EU finance ministers continue debating how to treat uninsured depositors when banks fail. 

read more
Fisher Investments Editorial Staff
Currencies

Latvia Likes the Euro (Lats)

By, 05/14/2013

This summer, Latvia hopes to cash in its lats for euros. But after all of the euro’s bad press lately, couldn’t this currency conversion end badly for the Baltics?

read more
Fisher Investments Editorial Staff
Corporate Earnings

Digging Into Earnings

By, 05/13/2013

Q1 earnings season is winding down. What do the data show?

read more
Fisher Investments Editorial Staff
Behavioral Finance

Assessing Acrophobia

By, 05/10/2013

As several popular indexes have surpassed their past peaks recently, market acrophobia—fear of heights—seems to have increased dramatically. But bull markets don’t share our earthbound proclivities.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Market May I?

By, 05/09/2013

Markets don’t move on Mayan calendars, astronomy or folklore—so we have a hard time seeing why they should move just because it’s May.

read more
Fisher Investments Editorial Staff
Interest Rates

Rational Rates

By, 05/08/2013

Lower rates at Portugal’s bond auction seem the rational response to improving conditions.

read more
Fisher Investments Editorial Staff
Taxes

MRRTs From A to Z

By, 05/07/2013

Zimbabwe seems to think its proposed mineral resources rent tax will boost public revenues—but Australia’s experience suggests otherwise.

read more
Fisher Investments Editorial Staff
Investor Sentiment

The Spring Swoon’s Swan Song?

By, 05/06/2013

April’s unemployment report should quell some skeptics’ spring swoon fears.

read more
Fisher Investments Editorial Staff
Monetary Policy

Tricky (Central) Bank Predicaments

By, 05/03/2013

The Fed and European Central Bank continued policies this week we view as counterproductive to their stated aims.

read more
Fisher Investments Editorial Staff
US Economy

Manufacturing Innovation

By, 05/02/2013

The Institute of Supply Management released its Index for April, but don’t let the numbers fool you—domestic manufacturing is making a surprising comeback.

read more
Fisher Investments Editorial Staff
Politics

Holloundering

By, 05/01/2013

Despite a seemingly pro-business move lowering some taxes on Monday, Hollande’s future legislation likely doesn’t stay on this, or any, set path.

read more
Fisher Investments Editorial Staff
Capitalism

Rwanda, 19 Years Later

By, 04/30/2013

A look at recent economic progress in Rwanda, which issued its first-ever dollar-denominated bond last week.

read more
Elisabeth Dellinger
The Global View

The UK’s Imaginary Growth Problem

By, 04/30/2013

If you’ve heard UK demand is forever tapped out, don’t believe it.

read more
Fisher Investments Editorial Staff
GDP

US GDP—Better Beneath the Surface

By, 04/29/2013

US Q1 2013 GDP was better than many may presume if focusing on headline growth.

read more
Fisher Investments Editorial Staff
Investor Sentiment

#Tweet #Retreat

By, 04/26/2013

The blame for this week’s “tweet retreat” has been pinned on high frequency trading and the need for more regulation to smooth out such volatility. But for long-term, goal-oriented investors, some reflection on the last “flash crash” should give pause for consideration.

read more
Fisher Investments Editorial Staff
Politics

Abe’s Constitutional Gambit

By, 04/25/2013

It seems Japanese economic reform may be on ice for now as Abe takes aim at the constitution.

read more
Fisher Investments Editorial Staff
Taxes

Tax Shenaniganery

By, 04/24/2013

The latest on some rather misguided tax proposals in the US and EU.

read more
Todd Bliman
Reality Check

Puffery: S&P’s Magical First Amendment Defense

By, 04/23/2013

Oddly, S&P’s defense against the Justice Department’s lawsuit seems to be their ratings amount to “puffery.”

read more
Elisabeth Dellinger
Repeatable History

Now and Yen

By, 04/23/2013

Will the weakening yen cause a repeat of 1998’s Asian Contagion?

read more
Fisher Investments Editorial Staff
Politics

Meet the New Boss…

By, 04/23/2013

After six rounds of voting, Italy has a president who can now work toward establishing a government.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

Fitch’s ‘Fiscal Space’

By, 04/22/2013

Fitch seemingly Xeroxed Moody’s arbitrary rationale in downgrading the UK’s credit rating Friday.

read more
Fisher Investments Editorial Staff
Politics

Across the Pond Thursday

By, 04/19/2013

The Italian presidential election and Germany’s approval of Cyprus’s bailout dominated eurozone news on Thursday.

read more
Elisabeth Dellinger
Reality Check

Monkeying About

By, 04/19/2013

What can investors glean from two studies making headlines in recent weeks?

read more
Fisher Investments Editorial Staff
Capitalism

We Are Boston

By, 04/18/2013

Capitalism, markets and the people who make them up are simply stronger than terrorists. 

read more
Fisher Investments Editorial Staff
Commodities

What a Gold Rush

By, 04/17/2013

What does gold’s recent fall mean for mongers’ precious metal?

read more
Fisher Investments Editorial Staff
Emerging Markets

Chinese Checkers

By, 04/16/2013

Chinese GDP slowed a bit in Q1, but the economy should still do fine overall in 2013.

read more
Fisher Investments Editorial Staff
Forecasting

A Peek at Prior Peaks

By, 04/15/2013

A graphical look into market history shows all-time highs don’t predict future market results.

read more
Fisher Investments Editorial Staff
Politics

Venezuela’s Post-Election Politics

By, 04/12/2013

Chavez’s heir apparent seems set to take power. Whether he maintains it remains to be seen.

read more
Fisher Investments Editorial Staff
Deficits

Budget Blunders

By, 04/11/2013

The White House released its budget for the upcoming fiscal year, but the details are once again up for debate.

read more
Fisher Investments Editorial Staff
Others

Portu-Geez!

By, 04/10/2013

Portugal’s political and economic (relative) calm’s been recently disrupted—does this mean rocky territory from here on out?

read more
Fisher Investments Editorial Staff
Politics

Fixing Too Big to Fail?

By, 04/09/2013

The latest efforts to “fix” too big to fail seem unlikely to pass, but their unintended consequences still bear scrutiny.

read more
Elisabeth Dellinger
Capitalism

On the Legacy of Margaret Thatcher

By, 04/08/2013

As the world mourns Margaret Thatcher, a look at her legacy and the lessons she taught the world.

read more
Fisher Investments Editorial Staff
Media Hype/Myths

The Employment Twitch

By, 04/08/2013

The reaction to Friday’s US Employment Situation report was far from exuberant.

read more
Fisher Investments Editorial Staff
Monetary Policy

Abenomics Part 1, Version 2.0

By, 04/05/2013

The Bank of Japan seems poised to move forward with long-expected monetary easing plans.

read more
Elisabeth Dellinger
The Global View

Kim Jong Un—Warlord or Economic Reformer?

By, 04/04/2013

While we can’t know for sure why Kim Jong Un is talking tougher, evidence strongly suggests he’s building political cover for economic reforms.

read more
Fisher Investments Editorial Staff
Investor Sentiment

America Forever?

By, 04/04/2013

US stocks have been leading lately, but don’t forget the benefits of a global focus.

read more
Fisher Investments Editorial Staff
Deficits

Seq-Watered-Down

By, 04/03/2013

A month ago, folks seemed to think the sequester was more of a “sequonster,” but now we’re seeing its bark was worse than its bite.

read more
Thomas Perez and Mary Holdener
Reality Check

Comic: Real GDP Explained

By, 04/03/2013
Fisher Investments Editorial Staff
Corporate Earnings

No Foolin’

By, 04/02/2013

Lately, we’ve seen claims stocks’ rally is a Fed-fueled bubble—but strong earnings and other fundamentals show that’s not the case.

read more
Fisher Investments Editorial Staff
GDP

A Little Bit Faster Now

By, 04/01/2013

Fourth quarter GDP was revised higher, which is nice but presages little for the economy or markets moving forward.

read more
Elisabeth Dellinger
The Global View

A Historical Perspective of Cyprus’s Banking Sector

By, 04/01/2013

Once again, some eurozone officials seem set on forcing a member-state to surrender its competitive advantages.

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Fisher Investments Editorial Staff
Developed Markets

Double Secret British Probation

By, 03/28/2013

It’s the UK’s turn to release opaque results from their round of bank stress tests.

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Fisher Investments Editorial Staff
Developed Markets

Words About Spain and Banks and Stuff

By, 03/27/2013

While focus has been on Cyprus in recent weeks, some banking developments are underway in Spain.

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Fisher Investments Editorial Staff
Market Risks

SIGHprus

By, 03/26/2013

Cyprus and the EU hashed out bailout terms, but there’s precious little to like about the agreement.

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Elisabeth Dellinger
Reality Check

What Cyprus Tells Us About Banking Regulations

By, 03/26/2013

Cyprus is in trouble because of two big banks’ bad trades—but that doesn’t make efforts to fix “too big to fail” or the Volcker rule any more sensible.

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Fisher Investments Editorial Staff
Politics

Cooperation or Contention?

By, 03/25/2013

The tenor of political debate has little economic impact. 

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Fisher Investments Editorial Staff
Developed Markets

Britain’s Bifurcated Budget

By, 03/22/2013

Recent fiscal moves in the UK have been muddled, at best—contributing to banks’ continuing unwillingness to lend and the country’s still sluggish economy.

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Fisher Investments Editorial Staff
Others

The Cypriot Gambit

By, 03/21/2013

Cyprus voted ‘no’ on seizing deposits and may have another plan in mind.

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Elisabeth Dellinger
The Big Picture

Free the Press!

By, 03/20/2013

The UK government’s latest regulatory plans threaten press freedom—the lifeblood of any well-functioning democratic, capitalist society.

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Fisher Investments Editorial Staff
Geopolitics

German CO2 Panels China: Vitamin C

By, 03/20/2013

This week in governments … governing.

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Fisher Investments Editorial Staff
Others

Cyprus Bailout Blues

By, 03/19/2013

A forced seizure of Cypriot bank deposits is bad policy, but the global fallout appears limited.

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Elisabeth Dellinger
The Global View

Don’t Fret German Austerity

By, 03/19/2013

Germany’s deficit reduction plans are getting some backlash, but more German spending likely isn’t the solution to the eurozone’s troubles.

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Fisher Investments Editorial Staff
Inflation

Inflation Nation?

By, 03/18/2013

Consumer prices ticked up in February, but inflation’s still tame—and likely remains so awhile.

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Fisher Investments Editorial Staff
Reality Check

About That Magic Number

By, 03/18/2013

Bullish or bearish, new record highs hold no predictive value.

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Fisher Investments Editorial Staff
US Economy

Testing What Stress How?

By, 03/15/2013

Most banks passed the second half of the Fed’s stress tests, but that still doesn’t predict nor prevent future weakness.

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Michael Hanson

Coolidge

By, 03/14/2013

An austere president in budget—and persona.

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Fisher Investments Editorial Staff
Developed Markets

The Eurozone News Blues

By, 03/14/2013

Overall global growth continues despite ongoing reports of eurozone weakness.

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Elisabeth Dellinger
Repeatable History

Can the EU Save Hungary?

By, 03/13/2013

Hungary's proto-fascist government has once again threatened the rule of law, but EU officials can help restore freedom.

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Fisher Investments Editorial Staff
Emerging Markets

Losing Monopoly

By, 03/13/2013

In Hasbro’s Monopoly, players win by creating monopolies and driving others bankrupt—poor macroeconomic advice, in our view. Luckily, Mexico seems to agree.

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Fisher Investments Editorial Staff
Developed Markets

Greek Privatization Physics

By, 03/12/2013

Seems like more of the same from Greece’s slow-moving and overpromising privatization agency.  

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Fisher Investments Editorial Staff
Monetary Policy

Unintended Stress

By, 03/11/2013

Data from the FDIC show the Fed’s QE is arguably more stressful than the economic environment itself.

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Elisabeth Dellinger
The Global View

Reconsidering Bailout Strategies

By, 03/11/2013

Bank of England Governor Mervyn King’s proposal for RBS is a non-starter—and about four and a half years too late. 

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Elisabeth Dellinger
Into Perspective

The Dark Side of Abenomics

By, 03/08/2013

Japanese Prime Minister Shinzo Abe’s aggressive monetary stimulus plans may have some unintended side effects.

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Fisher Investments Editorial Staff
Taxes

Mulling a Mulligan on the Tobin Tax

By, 03/08/2013

After French and Italian debt chiefs recently found themselves unwittingly in the Tobin Tax’s crosshairs, it’s likely other eurozone officials might be considering a mulligan on the measure too.

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Fisher Investments Editorial Staff
Politics

Viva, Venezuela!

By, 03/07/2013

The death of a brutal tyrant could be an opening for the Venezuelan people.

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Todd Bliman
Reality Check

Was That Cry “Wolf”?

By, 03/07/2013

If we extrapolate its growth forward, hyperbole is destined to crush common sense.

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Fisher Investments Editorial Staff
Media Hype/Myths

Up, Dow

By, 03/06/2013

Wall Street saw another record Tuesday, but is it all Dow from here?

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Fisher Investments Editorial Staff
US Economy

Energy in the Spotlight

By, 03/05/2013

From the US to Asia, a look at the latest developments in global energy markets.

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Fisher Investments Editorial Staff
Others

And In Other News…

By, 03/04/2013

From Dodd-Frank’s incomplete grade to Brazil’s efforts to undo self-inflicted wounds, here’s a brief look  at stories that caught our eyes Friday.

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Fisher Investments Editorial Staff
GDP

Dodging the Dip

By, 03/01/2013

Q4 2012 GDP growth was revised up Thursday, but what impact might the sequester have on future growth and the market?

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Fisher Investments Editorial Staff
Politics

11th Hour Sequestration Politics

By, 02/28/2013

The sequester likely has little overall economic impact—and may in fact be useful to both parties.

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Elisabeth Dellinger
The Global View

Inside the UK’s Latest Banking Plan

By, 02/27/2013

The UK announced another new plan to kick-start bank lending. Will it work?

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Fisher Investments Editorial Staff
Politics

Italy’s Greecey Elections

By, 02/27/2013

Financial news exploded with cheers and fears over Italy’s parliamentary elections Tuesday—but the story moving forward seems to be a familiar one.

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Fisher Investments Editorial Staff
Monetary Policy

Youkoso, Kuroda-san?

By, 02/26/2013

Word has leaked Japanese Prime Minister plans to nominate Asian Development Bank chief Haruhiko Kuroda to steer the Bank of Japan. What can we expect from the likely new chief?

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Fisher Investments Editorial Staff
Media Hype/Myths

Inside the UK Downgrade

By, 02/25/2013

The UK’s downgrade isn’t great news, but it shouldn’t much impact one of the world’s healthiest debt markets.

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Elisabeth Dellinger
Reality Check

Missing the (Maker’s) Mark

By, 02/25/2013

Businesses trying to capitalize on rising Emerging Markets demand can learn from bourbon label Maker’s Mark’s recent misstep.

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Mary Holdener
Reality Check

Comic: A Debt Ceiling Solution

By, 02/25/2013

An interview with the press reveals a bipartisan effort to solve the debt ceiling debate.

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Fisher Investments Editorial Staff
Deficits

France’s Fiscal Compact Hindsight

By, 02/22/2013

On the verge of violating the EU’s budget deficit limit of 3% and suffering a penalty much of their own design, French leaders might be cursing in hindsight.

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Naj Srinivas
The Global View

The Week Ahead: Feb. 24 - Mar. 3, 2013

By, 02/22/2013

Economic data releases next week swell on account of the short month. Regional US activity indexes, revised US Q4 GDP, China’s manufacturing PMI surveys and a eurozone inflation and unemployment statistics round out the week’s reports.

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Fisher Investments Editorial Staff
Monetary Policy

Easing, British-Style

By, 02/21/2013

The BOE passed on more quantitative easing—for now.

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Fisher Investments Editorial Staff
Politics

Simpson-Bowles II: Along Came Sequester

By, 02/20/2013

Roundly viewed as DOA, it seems the Simpson-Bowles plan may get a new life—for now.

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Fisher Investments Editorial Staff
Politics

The Gentle Sequestration Slope

By, 02/19/2013

With just under two weeks remaining before March 1, the lines seem drawn for a political debate over government spending cuts.

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Naj Srinivas
The Global View

The Week Ahead: Feb. 17-23, 2013

By, 02/15/2013

A host of central banks’ meeting minutes, the first indicators of February manufacturing, January trade balances and important decisions in Cyprus and Poland likely dominate the US holiday shortened week.

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Elisabeth Dellinger
The Global View

The EU’s Transaction Tax Follies

By, 02/15/2013

The EU’s new Financial Transactions Tax is a beast, but will it see the light of day?

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Fisher Investments Editorial Staff
GDP

It’s the (Multi-Speed) Global Economy, Cupid

By, 02/15/2013

Japan and the eurozone rang in Valentine’s Day with data showing economic contraction, but overall global growth likely continues as the stronger bits pull the weaker along in the world’s multi-speed economy.

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Fisher Investments Editorial Staff
Politics

Weighing the State of the Union

By, 02/14/2013

This year’s State of the Union had few concrete economic plans—but the big one, a free trade deal with Europe, should bring big rewards over time.

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Fisher Investments Editorial Staff
Politics

North Korea Nuked … North Korea

By, 02/13/2013

North Korea staged its third nuclear test. Now what?

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Fisher Investments Editorial Staff
Corporate Earnings

Cautious CEOs and Earnings Surprises

By, 02/12/2013

CEOs are cautious about the future, but don’t take that as a sign of doom.

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Fisher Investments Editorial Staff
US Economy

Inside the Payroll Tax Hike

By, 02/11/2013

While many presume the payroll tax hike will weigh on household spending, January’s strong retail sales suggest consumers are rather resilient.

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Fisher Investments Editorial Staff
Developed Markets

Ireland Schools France

By, 02/08/2013

In its quest for a cheaper euro, maybe France should consider one of its euro neighbors.

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Fisher Investments Editorial Staff
Media Hype/Myths

The CBO’s Ballpark Precision

By, 02/07/2013

The nonpartisan CBO’s projections seem to be most useful to very partisan politicians.

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Fisher Investments Editorial Staff
Politics

Lost Connections: Solution Seeking Problem

By, 02/06/2013

Politicians often seem in search of problems for their solutions—so seems the case in the UK’s banking industry.

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Elisabeth Dellinger
Reality Check

Limited Prices, Limited Improvement

By, 02/05/2013

Once again, Argentina likely does much more harm than good in its battle against inflation.

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Fisher Investments Editorial Staff
Media Hype/Myths

The Sequester A-Cometh

By, 02/05/2013

The sequester debate will be massive but the actual fallout vastly smaller.

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Fisher Investments Editorial Staff
Media Hype/Myths

Look the Other Way

By, 02/04/2013

There are plenty of reasons to be bullish for 2013—but they aren’t the “good news” you often find in the headlines.

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Fisher Investments Editorial Staff
US Economy

Rational Observations

By, 02/01/2013

Despite Wednesday’s negative GDP post, signs of economic growth continue to abound—a fact some folks are beginning to recognize.

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Naj Srinivas
The Global View

The Week Ahead: Feb. 3-9, 2013

By, 02/01/2013

Next week brings the first January reports, including inflation data, manufacturing, trade balances and retail sales. Policy decisions from the central banks in Australia, the eurozone and the UK are also expected, although few expect material changes from currently accommodative policies.

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Fisher Investments Editorial Staff
GDP

Some Perspective on the Dip

By, 01/30/2013

US GDP growth took a breather according to Wednesday’s advance report. But under the hood, signs of strength remain intact.

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Fisher Investments Editorial Staff
Politics

Previewing Italy’s Election

By, 01/29/2013

Silvio Berlusconi’s potential comeback bid may add some drama as Italy’s election draws near, but pro-euro politicians look most likely to emerge victorious.

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Elisabeth Dellinger
The Global View

On David Cameron’s Vision for Europe

By, 01/29/2013

In a landmark speech, UK Prime Minister David Cameron drew a blueprint for nations that like the EU’s single market but not its bureaucracy.

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Fisher Investments Editorial Staff
Currencies

Mutually Assured Devaluation?

By, 01/28/2013

Talk of competitive devaluations and currency wars seem to be en vogue lately. Let’s take a closer look at recent history and the underlying theory.

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Fisher Investments Editorial Staff
US Economy

Doubling Up Deadlines

By, 01/25/2013

Thursday’s debt ceiling deal introduces a few more arbitrary deadlines for Congress to contend with in the months ahead.

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Fisher Investments Editorial Staff
Taxes

Pease Takes a Piece

By, 01/24/2013

Charitably-minded folks may want to plan ahead this year: Charitable donations made in 2013 (and thereafter) may no longer be deductible.

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Fisher Investments Editorial Staff
Taxes

Tax Follies in the EU

By, 01/23/2013

The latest on the EU’s financial transaction and carbon tax follies. 

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Fisher Investments Editorial Staff
GDP

China’s Soft Liftoff

By, 01/22/2013

Recent Chinese data show the country isn’t without economic problems, but a hard landing doesn’t appear to be among them.

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Fisher Investments Editorial Staff
US Economy

Catching Housing Tailwinds

By, 01/18/2013

Housing data’s shown improvement of late, which may provide an incremental tailwind for the already resilient US economy moving forward.

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Fisher Investments Editorial Staff
Developed Markets

Checking in on Spain

By, 01/17/2013

With economic competitiveness improving and sovereign yields staying manageable, Spain’s decision to reject a bailout seems to be working out ok so far.

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Fisher Investments Editorial Staff
US Economy

Pitching a Fit(ch)

By, 01/16/2013

There are some great pairs in US politics: Republicans and Democrats, the House of Representatives and the Senate, debt ceiling debates and threats of a credit rating downgrade.

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Fisher Investments Editorial Staff
Developed Markets

Shinzo Abe’s Unstimulating Stimulus

By, 01/15/2013

Japan’s new $117 billion stimulus package may provide a short-term boost, but it doesn’t address Japan’s long-running economic issues.

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Fisher Investments Editorial Staff
Deficits

Lower for Longer

By, 01/14/2013

A broader look at the affordability of US debt shows a crisis isn’t likely any time soon.

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Fisher Investments Editorial Staff
US Economy

Planes and Automobiles

By, 01/11/2013

Air traffic and auto sales are just two additional  indicators highlighting a healthier than perceived global economy.

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Naj Srinivas
The Global View

The Week Ahead: Jan. 13-19, 2013

By, 01/11/2013

Chinese economic growth and the first foray of December and Q4 economic figures are set for next week’s reports.

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Fisher Investments Editorial Staff
Developed Markets

The Other Fightin’ Irish

By, 01/10/2013

Ireland is getting ever-closer to returning to debt markets—setting it up for a potentially satisfying 2013-2014 season.

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Fisher Investments Editorial Staff
Monetary Policy

The Fed’s Commemorative Coin Collection

By, 01/09/2013

According to some, a $1 trillion platinum coin wouldn’t just be a sight to be seen—it’d be a solution for the US debt ceiling.

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Fisher Investments Editorial Staff
Market Risks

A Break in the Regulatory Clouds

By, 01/08/2013

Central bank chiefs eased a key provision of the Basel III banking standards, which should help ease ongoing regulatory uncertainty.

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Fisher Investments Editorial Staff
Media Hype/Myths

Seven Things That Didn’t Happen in 2012

By, 01/04/2013

With 2012 in the rearview, a look back at widely prognosticated things that didn’t happen.

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Naj Srinivas
The Global View

The Week Ahead: Jan. 6-12, 2013

By, 01/04/2013

Chinese new yuan loans, US crop yields and a number reports on trade and industrial production globally are due in the week ahead.

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Fisher Investments Editorial Staff
Politics

Out With the Old, In With the Same Old

By, 01/03/2013

Congress reached a last-minute fiscal cliff-averting deal—which effectively sets us up for a similar conversation in just a couple months.

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Fisher Investments Editorial Staff
Geopolitics

Do You Hear the People Sing?

By, 01/01/2013

Thanks to France’s Constitutional Council, incomes over €1 million won’t be taxed at 75% in 2013, but President François Hollande may try again for 2014.

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