Home → Fisher Investments MarketMinder Headlines → 09-2006 Archives

Sensible Stories
By , Wall Street Journal, 09/30/2006
MarketMinder's View: Foreign Funds continue to flow into the US precisely because it is a "competitive" place to do business.
Sensible Stories
By , The Economist, 09/30/2006
MarketMinder's View: The M&A boom continues across the globe.
Sensible Stories
By , Wall Street Journal, 09/30/2006
MarketMinder's View: A cautionary tale: what happens when an investor mistakes a correction for a bear market.
Sensible Stories
By , CNN Money, 09/30/2006
MarketMinder's View: After all the worrying and fear, it turns out we had one of the best 3rd quarters in years.
Sensible Stories
By , MarketWatch, 09/30/2006
MarketMinder's View: As the post-correction hangover subsides, sectors and regions formerly leading the market up are again doing so.
Market Misperceptions
By , NY Times, 09/30/2006
MarketMinder's View: Is it us, or are these numbers still showing growth?
Market Misperceptions
By , Financial Times, 09/30/2006
MarketMinder's View: As backward-looking data shows a slowdown, the forward-looking markets point toward economic strength.
Sensible Stories
By , SmartMoney, 09/30/2006
MarketMinder's View: An All-time high for the Dow is nothing to celebrate.
Market Misperceptions
By , 09/30/2006
MarketMinder's View: Regret shunning can still be found over 4 years after the tech bubble popped.
Sensible Stories
By , Wall Street Journal, 09/30/2006
MarketMinder's View: One of the lingering risks of protectionism was just abandoned—bullish for stocks.
Market Misperceptions
By , CNN Money, 09/30/2006
MarketMinder's View: We read it twice, and we're still not exactly sure what this headline means.
Sensible Stories
By , TheStreet.com, 09/30/2006
MarketMinder's View: Regulations like the Sarbanes-Oxley bill can have unintended consequences.
Sensible Stories
09/29/2006
MarketMinder's View: More good news in Europe on the regulatory front.
Sensible Stories
09/29/2006
MarketMinder's View: A good breakdown of the differences between ETFs and mutual funds.
Sensible Stories
09/29/2006
MarketMinder's View: One of these experts has to be wrong. An enlightening example of how the same information can support opposite points of view.
Market Misperceptions
09/29/2006
MarketMinder's View: Consumer credit is currently nowhere near "mania" levels. Achieving continued growth and innovation in the credit market is not through more regulation.
Market Misperceptions
09/29/2006
MarketMinder's View: The derivatives market is not on the verge of collapse.  Large financial entities are very good at balancing risk.
Sensible Stories
09/29/2006
MarketMinder's View: We'll let you know when the global economy doesn't require any more productivity gains, services, and higher quality products. (Hint: it's not anytime soon.)
Market Misperceptions
09/29/2006
MarketMinder's View: Strong fundamental and structural forces are still working in emerging markets' favor. The party isn't over.
Market Misperceptions
09/29/2006
MarketMinder's View: This is actually a positive for the global economy as capital flows efficiently across borders. The US economy makes up for this gap in its continuing transition to a service-based economy.
Market Misperceptions
09/29/2006
MarketMinder's View: The structure of this Congressional election strongly favors incumbents and the GOP.  Democrats may gain some seats but are unlikely to take control of either house.
Market Misperceptions
09/29/2006
MarketMinder's View: Second quarter GDP was revised down…but why would markets care? GDP figures are backward-looking and markets always look forward.
Sensible Stories
09/29/2006
MarketMinder's View: E.On's purchase of Endesa signifies a tamer regulatory environment in Europe regarding cross-border acquisitions—a bullish development.
Market Misperceptions
By , Financials Times, 09/28/2006
MarketMinder's View: The author's take is wrong on many levels. Where to start? Inflation is not a problem, consumers are in better financial shape than ever before, external deficits will not blow up the US…we could go on and on…
Market Misperceptions
By , Financial Times, 09/28/2006
MarketMinder's View: Inflation is a monetary phenomenon.  High oil prices are actually deflationary.
Market Misperceptions
By , MarketWatch, 09/28/2006
MarketMinder's View: Wrong.  The stock market is a function of supply and demand and buybacks reduce supply.
Market Misperceptions
By , Business Week Online, 09/28/2006
MarketMinder's View: IPO stands for "It's Probably Overpriced". 
Sensible Stories
By , Financial Times, 09/28/2006
MarketMinder's View: China's corruption scandal highlights the risks of investing in the country. 
Sensible Stories
By , Wall Street Journal Online, 09/28/2006
MarketMinder's View: The housing market is cooling—not crashing.
Sensible Stories
By , Bloomberg.com, 09/28/2006
MarketMinder's View: Further evidence of election-year grandstanding.  We see little likelihood of Schumer and Graham's tariff bill becoming law. 
Market Misperceptions
By , Invest.com, 09/27/2006
MarketMinder's View: Deficits are not inherently bad.  Remember, more debt is better as long as your return is higher than the cost of servicing the debt.
Market Misperceptions
By , Invest.com, 09/27/2006
MarketMinder's View: Despite the media's desire for a cliffhanger, this election structurally favors the GOP.
Sensible Stories
By , Invest.com, 09/27/2006
MarketMinder's View: Despite oil's recent pullback, tight supply and robust demand will keep energy prices high.
Market Misperceptions
By , Invest.com, 09/27/2006
MarketMinder's View: Consumer confidence is a coincident indicator with little predictive market power.
Sensible Stories
By , Invest.com, 09/27/2006
MarketMinder's View: Pro-reform Abe takes over where Koizumi left off.  Markets like the status-quo.
Market Misperceptions
By , Invest.com, 09/27/2006
MarketMinder's View: Home prices finally did fall – but only 1.7%. Hardly a disaster.
Sensible Stories
By , Invest.com, 09/27/2006
MarketMinder's View: Low long-term interest rates and abundant cash continue to fuel merger and acquisition activity across the globe.  This is bullish.
Sensible Stories
By , Invest.com , 09/27/2006
MarketMinder's View: Continued low interest rates are bullish for equities and further evidence that inflation is not a problem.
Sensible Stories
By , Invest.com, 09/27/2006
MarketMinder's View: There was an inflation scare?
Sensible Stories
By , Invest.com , 09/27/2006
MarketMinder's View: Foreign investors aren't stupid.  They maximize profits just like us by seeking out higher returns in the US.
Market Misperceptions
By , Invest.com, 09/26/2006
MarketMinder's View: We thought Malthus was dead.  The world is in no danger of running out of resources nor is it wrong for countries to take advantage of them.
Market Misperceptions
By , Invest.com, 09/26/2006
MarketMinder's View: Consumers are in better financial shape than they ever have been.  A modest deterioration in US house prices will have no ill effects.
Sensible Stories
By , Invest.com, 09/26/2006
MarketMinder's View: Financial markets continue to become more sophisticated, increasing liquidity and efficiency.
Sensible Stories
By , Invest.com, 09/26/2006
MarketMinder's View: There will be no US consumer-led recession.  Increased globalization and emerging economies can more than offset any slowdown in the United States.
Sensible Stories
By , Invest.com, 09/26/2006
MarketMinder's View: Market consolidation continues to march forward.  It's hard to see a shrinking supply as anything but positive.
Market Misperceptions
By , Invest.com, 09/26/2006
MarketMinder's View: For any given situation, there is an optimal amount of debt.  Rarely is it zero.
Market Misperceptions
By , Invest.com, 09/26/2006
MarketMinder's View: Once again, the popular press misses that much of the money being borrowed in the US is being re-invested at higher rates of return. Declining interest rates this month highlight that the market understands what many academics are missing.
Sensible Stories
By , Invest.com, 09/26/2006
MarketMinder's View: Senators Schumer and Graham's tactics are misguided.  Government overregulation and protectionism can slow the pace of free trade and globalization.