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Fisher Investments MarketMinder Columns |
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 | BUSINESS IN REVIEWBook Review: The Misbehavior of Markets8/31/2010 | Michael HansonThough sometimes clumsy, Benoit Mandelbrot’s Misbehavior of Markets is one of the original popular works on market randomness.
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| BUSINESS IN REVIEWBook Review: Think Twice8/19/2010 | Michael HansonTeaser: Think Twice firmly establishes Michael J. Mauboussin’s status among the best behavioral finance writers.
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 | INTO PERSPECTIVEHow Strong Is Corporate America’s Balance Sheet? 8/17/2010 | Theodore GillilandDespite some claims to the contrary, the data show US corporations are liquid, well capitalized, and well positioned to fuel continued economic recovery.
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| BUSINESS IN REVIEWBook Review: High Financier8/11/2010 | Michael HansonNiall Ferguson's biography of Siegmund Warburg is often good literature, but a lesser achievement in biography and financial history.
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 | INTO PERSPECTIVESometimes True8/6/2010 | Todd BlimanWhen does focusing on dividends really pay dividends?
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| BUSINESS IN REVIEWBook Review: Squam Lake and Senseless Panic7/28/2010 | Michael HansonWilliam M. Isaac’s Senseless Panic is a sensible voice of reason and experience on the 2008 panic, while the ballyhooed Squam Lake Report is just more claptrap.
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| BUSINESS IN REVIEWBook Review: Capitalism 4.07/22/2010 | Michael HansonAnatole Kaletsky’s Capitalism 4.0 is deft, erudite, and essential reading for those looking to better understand the global macroeconomic future ahead.
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| BUSINESS IN REVIEWBook Review: Wrong7/13/2010 | Michael HansonDavid H. Freedman’s book about why and how experts are often wrong lacks depth and is probably not worth your time.
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 | REPEATABLE HISTORYThrough Failure, We Grow Stronger7/8/2010 | Jarred KrizThe credit cycle can be hazardous if not properly navigated. Those strong enough to endure the downside will be even stronger as the cycle turns—and it is starting to turn.
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| BUSINESS IN REVIEWBook Review: Myth of the Rational Market7/6/2010 | Michael HansonJonathan Fox’s Myth of the Rational Market is a great primer into the history of efficient market theory, but doesn’t do what the title promises.
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 | INTO PERSPECTIVEDepression Economics II 7/2/2010 | Jason DorrierIn case you didn’t catch it the first time, Depression economics is getting an encore presentation.
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| BUSINESS IN REVIEWBook Review: 13 Bankers6/28/2010 | Michael HansonWhile its emphasis on the history of concentrated corporate power and the nature of regulation makes it stand out from the pack, 13 Bankers turns out to be just another book about the crisis that misses the mark.
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| BUSINESS IN REVIEWBook Review: The Rational Optimist6/21/2010 | Michael HansonMatt Ridley’s The Rational Optimist is timely and, bar none, the best book of the last several years for investors. Too bad most will only see it as a history book.
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 | INTO PERSPECTIVEDon't Stress the Tech6/16/2010 | Nathan FisherGlobal investors should rejoice in the long-term benefits of technological advancements regardless where they come from.
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| BUSINESS IN REVIEWCrisis, Roubini Style6/8/2010 | Michael HansonNouriel Roubini’s Crisis Economics delivers more Dr. Doom gloom but is of little use for most investors.
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| BUSINESS IN REVIEWBook Review: The Greatest Trade Ever6/3/2010 | Michael HansonGregory Zuckerman’s The Greatest Trade Ever not only beat Michael Lewis to the punch, but is a better book about those who profited from the bear market.
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| INTO PERSPECTIVEThe Big Bang5/28/2010 | Jason DorrierIf the market could rise through FDR’s first legislative barrage, then it’s likely to ride out today’s less revolutionary round too.
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| BUSINESS IN REVIEWBook Review: Getting Off Track5/25/2010 | Michael HansonJohn Taylor’s short but pungent book on the financial crisis is the closest yet to articulating the truth of 2008’s panic...but still doesn’t quite get there.
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 | INTO PERSPECTIVEIn Depth: European Debt Issues5/20/2010 | Akash PatelDebt problems in the European periphery have some investors worried, but fears don’t seem to match fundamentals.
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 | THE GLOBAL VIEWGhosts of Panics Past5/13/2010 | Brad PylesIf you’re worried a collapse of China’s real estate market will fuel the next global catastrophe, you’re barking up the wrong tree.
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| BUSINESS IN REVIEWBook Review: The World Is Flat5/11/2010 | Michael HansonNow in its third version, Thomas Friedman’s The World Is Flat has proven itself the keystone popular analysis on modern globalization.
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 | THE GLOBAL VIEWComparing Contagions5/7/2010 | Aaron AndersonShould investors find solace in comparisons between Europe today and the Asian financial crisis?
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 | INTO PERSPECTIVEDerivatives 1014/29/2010 | John HulcherDerivatives are getting a bad rap these days. But they’re merely investment tools—not inherently good or bad—and often quite useful.
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| BUSINESS IN REVIEWBook Review: The Big Cynic4/19/2010 | Michael HansonWith his newest bestseller, The Big Short, Michael Lewis proves he’s still the most entertaining financial journalist around. But his cynicism betrays him too often.
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| INTO PERSPECTIVEThe Paper Crunch 4/15/2010 | Jason DorrierAs the debate rages over how to regulate credit derivatives, let’s look back at another time when a burgeoning market (then stocks) forced Wall Street to change how it did business.
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| BUSINESS IN REVIEWBook Review: It's Not as Bad as You Think4/13/2010 | Michael HansonBrian S. Wesbury’s It's Not as Bad as You Think: Why Capitalism Trumps Fear and the Economy Will Thrive picks up where Milton Friedman left off.
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 | INTO PERSPECTIVEToday’s Special: Pessimistic Perception4/9/2010 | Jennifer MarquandThe reality beneath today’s skepticism: The US economy is recovering and stocks have risen significantly over the past year.
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| BUSINESS IN REVIEWHow to Lie With Statistics3/26/2010 | Michael HansonHow to Lie With Statistics is still the best book for beginners to enter the world of statistical analysis.
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| BUSINESS IN REVIEWBook Review: Apocalypse...Now!3/22/2010 | Michael HansonThe Wiedemer brothers’ Aftershock: Protect Yourself and Profit in the Next Global Financial Meltdown is sure to go down in infamy as a landmark of today’s pessimism.
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 | INTO PERSPECTIVEAttack of the Virtual Tomatoes!!!! 3/18/2010 | Elizabeth AnathanThe US government’s unemployment projections look lackluster—perhaps they’re projecting growth for an economy that’s no longer here.
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| BUSINESS IN REVIEWBook Review: Attack of the Quants!3/16/2010 | Michael HansonBooks about “quants” are popping up everywhere, but Emmanuel Derman’s My Life as a Quant is best for neophytes.
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 | THE GLOBAL VIEWKeeping a Stiff Upper Lip3/11/2010 | Maroun AllamIf you’re considering directly investing in the UK stock market, now may be a good time to exercise that most British of characteristics—reserve.
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| BUSINESS IN REVIEWBook Review: Of Two Minds3/8/2010 | Michael HansonReading Carmen M. Reinhart and Kenneth S. Rogoff’s It’s Different This Time is one heck of a frustrating experience, and nearly split my mind in two.
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| INTO PERSPECTIVEThe Fed in Focus3/5/2010 | Jennifer MarquandWith plenty of proposals pending to “fix” our regulatory system to prevent future crisis, it’s worthwhile to examine the origins of our current system.
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| BUSINESS IN REVIEWBook Review: I Am the Walrus (Goo goo g' joob)3/2/2010 | Michael HansonSean D. Carr’s The Panic of 1907 illustrates just how familiar—and also different—the events of 2008 really were. A truly mind-bending trip, man.
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| UNCONVENTIONAL WISDOMDon’t Go With the (Fund) Flow2/24/2010 | John HulcherSticking with a long-term investment strategy can be tough during heightened volatility, but disciplined investors generally experience better returns in the long run.
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| BUSINESS IN REVIEWThe Apologia of Hank Paulson2/19/2010 | Michael HansonHenry Paulson’s On the Brink is disappointing and too long, while Andrew Ross Sorkin’s Too Big to Fail might well end up the definitive text of the era.
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| INTO PERSPECTIVEIOUs That Shouldn’t Worry U or I2/17/2010 | Akash PatelIt’s tough to go 15 minutes these days without hearing something about debt—consumer debt, sovereign debt, business debt, you name it.
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 | THE GLOBAL VIEWWe're Number Eight!2/8/2010 | Lara W. HoffmansIf being “number one” were a vital investing concern, we’d all invest in Luxembourg and call it a day.
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| INTO PERSPECTIVERooted in Rocky Soil1/29/2010 | Jason DorrierFlipping through history’s pages, we find plenty of hard times, some far harder than today. But one thing rings true time and again—economic ashes grow innovation.
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 | CAPITALIST CORNERA Taxing Situation1/20/2010 | Carolyn FengImposing new or higher taxes seems an easy way to generate money—but it can backfire.
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| NEURO-ECONOMICSYou’ve Got a Weight Problem11/24/2009 | Michael HansonYour brain is making you anxious and that could be weighing down your portfolio.
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| UNCONVENTIONAL WISDOMDoubting Thomas Versus The Proverb11/12/2009 | John HulcherAssuming you agree March 9th marked the bear’s bottom, we’re eight months into a new bull and the S&P 500 is up roughly +60%—yet skepticism abounds.
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| CAPITALIST CORNERCracks in the Fortune Cookie10/2/2009 | Carolyn FengChina’s pretty much leading the global economic recovery, so why is the Shanghai Stock Exchange technically in bear market territory?
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| THE GLOBAL VIEWConfounding Currency Myths9/17/2009 | Aaron AndersonThere’s no shortage of opinions about the most important factors to consider when investing. I can’t tell you if any foretell outsized returns, but I do know global investors of every ilk should keep an eye on one common factor: Currency exchange rates.
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| INTO PERSPECTIVETrade Winds9/4/2009 | Jennifer MarquandAs this recessionary storm begins to dissipate, it’s likely the menacing clouds will be pushed out (at least in part) by more pleasant economic trade winds.
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 | THE BIG PICTURESell in May, and Go Astray8/27/2009 | Scott PaceIt’s almost September, and investors who “sold in May and went away,” as the old saying goes, probably wish they’d never left.
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