Schluter, Timothy

Timothy is a Research Analyst at Fisher Investments and has been with the firm since 2004.

The Definition of Surprise Power

08/30/2013

Because US involvement in Syria is being weighed publicly the world over, it is unlikely to carry enough shock or surprise power to materially affect stocks.

May 2013 Japanese Trade Update

06/27/2013

An increase in Japanese export values doesn’t mean Japan’s quantitative easing program (QE) is working.  

March 2013 Japanese Trade Update

04/19/2013

Perhaps the weakened yen’s stimulative impact is pending, but there are few signs of it in March trade data.

A Look at Japan’s Energy Reforms

04/16/2013

Yen weakness and expensive energy imports may be the catalyst for energy market deregulation in Japan—an important step to regaining economic competitiveness.

Industry Watch: The Growing Diabetes Risk

02/11/2013

Firms that can meet a growing global health risk are poised to benefit.

Japan: Can’t We All Just Get Along?

10/30/2012

America isn’t the only nation that makes political hay over budgetary stalemates.

Elastic Health Care Demand?

02/08/2012

In the past few years, it seems many patients deferred procedures as a result of economic hardship. Improving macroeconomic conditions should drive patient utilization rates higher.

Sector Flash: Pharmaceuticals

11/16/2011

Looming patent expirations, legislative uncertainty and disappointing R&D results have long weighed on Pharmaceuticals stocks. But while those fears help explain the past, focusing on them exclusively can blind your view of the future.

Weighing Two Drivers for Pharmaceutical Stocks

07/22/2011

Weighing two important drivers for Pharmaceutical stocks shows one widely known negative and one widely underappreciated positive.

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